Bank Julius Baer & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608M | Sell |
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|
2025
Q1 | $518M | Sell |
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|
2024
Q4 | $550M | Buy |
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|
2024
Q3 | $478M | Sell |
|
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|
2024
Q2 | $472M | Sell |
|
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|
2024
Q1 | $511M | Buy |
|
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|
2023
Q4 | $430M | Buy |
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|
2023
Q3 | $308M | Buy |
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|
2023
Q2 | $299M | Sell |
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|
2023
Q1 | $274M | Buy |
|
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|
2022
Q4 | $268M | Buy |
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|
2022
Q3 | $199M | Sell |
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|
2022
Q2 | $224M | Buy |
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|
2022
Q1 | $269M | Buy |
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|
2021
Q4 | $307M | Sell |
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|
2021
Q3 | $343M | Buy |
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|
2021
Q2 | $321M | Buy |
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|
2021
Q1 | $300M | Buy |
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|
2020
Q4 | $130M | Buy |
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|
2020
Q3 | $95.1M | Sell |
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|
2020
Q2 | $113M | Buy |
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|
2020
Q1 | $146K | Buy |
|