Banque Pictet & Cie’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.2M | Sell |
52,566
-12,653
| -19% | -$3.67M | 0.11% | 72 |
|
2025
Q1 | $16M | Sell |
65,219
-3,579
| -5% | -$878K | 0.13% | 70 |
|
2024
Q4 | $16.5M | Buy |
68,798
+30,580
| +80% | +$7.33M | 0.11% | 71 |
|
2024
Q3 | $8.06M | Sell |
38,218
-4,107
| -10% | -$866K | 0.06% | 115 |
|
2024
Q2 | $8.56M | Sell |
42,325
-8,535
| -17% | -$1.73M | 0.08% | 104 |
|
2024
Q1 | $10.2M | Buy |
50,860
+8,452
| +20% | +$1.69M | 0.1% | 87 |
|
2023
Q4 | $7.21M | Buy |
42,408
+2,677
| +7% | +$455K | 0.06% | 122 |
|
2023
Q3 | $5.76M | Sell |
39,731
-92,812
| -70% | -$13.5M | 0.07% | 132 |
|
2023
Q2 | $19.3M | Buy |
132,543
+1,222
| +0.9% | +$178K | 0.17% | 72 |
|
2023
Q1 | $17.1M | Sell |
131,321
-1,384
| -1% | -$180K | 0.17% | 72 |
|
2022
Q4 | $17.8M | Sell |
132,705
-10,205
| -7% | -$1.37M | 0.19% | 69 |
|
2022
Q3 | $14.9M | Sell |
142,910
-2,430
| -2% | -$254K | 0.16% | 73 |
|
2022
Q2 | $16.4K | Sell |
145,340
-1,629
| -1% | -$183 | 0.16% | 76 |
|
2022
Q1 | $20M | Sell |
146,969
-9,333
| -6% | -$1.27M | 0.15% | 77 |
|
2021
Q4 | $24.8M | Buy |
156,302
+29,103
| +23% | +$4.61M | 0.18% | 68 |
|
2021
Q3 | $20.8M | Sell |
127,199
-127
| -0.1% | -$20.8K | 0.22% | 62 |
|
2021
Q2 | $19.8M | Sell |
127,326
-7,822
| -6% | -$1.22M | 0.22% | 65 |
|
2021
Q1 | $20.6M | Sell |
135,148
-3,337
| -2% | -$508K | 0.26% | 57 |
|
2020
Q4 | $17.6M | Buy |
138,485
+1,191
| +0.9% | +$151K | 0.24% | 59 |
|
2020
Q3 | $13.2M | Buy |
137,294
+3,531
| +3% | +$340K | 0.2% | 64 |
|
2020
Q2 | $12.6M | Buy |
133,763
+4,455
| +3% | +$419K | 0.21% | 60 |
|
2020
Q1 | $11.6M | Sell |
129,308
-22,942
| -15% | -$2.07M | 0.24% | 55 |
|
2019
Q4 | $21.2M | Sell |
152,250
-810
| -0.5% | -$113K | 0.37% | 42 |
|
2019
Q3 | $18M | Buy |
153,060
+9,234
| +6% | +$1.09M | 0.34% | 45 |
|
2019
Q2 | $16.1M | Sell |
143,826
-164
| -0.1% | -$18.3K | 0.3% | 50 |
|
2019
Q1 | $14.6M | Sell |
143,990
-17,737
| -11% | -$1.8M | 0.28% | 55 |
|
2018
Q4 | $15.8M | Buy |
161,727
+7,611
| +5% | +$743K | 0.32% | 47 |
|
2018
Q3 | $17.4M | Sell |
154,116
-25,387
| -14% | -$2.86M | 0.32% | 49 |
|
2018
Q2 | $18.7M | Buy |
179,503
+1,897
| +1% | +$198K | 0.37% | 50 |
|
2018
Q1 | $19.5M | Buy |
177,606
+3,978
| +2% | +$437K | 0.41% | 46 |
|
2017
Q4 | $18.6M | Buy |
173,628
+11,919
| +7% | +$1.27M | 0.37% | 48 |
|
2017
Q3 | $15.4M | Sell |
161,709
-6,139
| -4% | -$586K | 0.35% | 55 |
|
2017
Q2 | $15.3M | Sell |
167,848
-1,889
| -1% | -$173K | 0.36% | 51 |
|
2017
Q1 | $14.9M | Buy |
169,737
+110,519
| +187% | +$9.71M | 0.37% | 58 |
|
2016
Q4 | $5.11M | Buy |
59,218
+10,250
| +21% | +$884K | 0.13% | 99 |
|
2016
Q3 | $3.26M | Sell |
48,968
-6,893
| -12% | -$459K | 0.08% | 130 |
|
2016
Q2 | $3.47M | Buy |
55,861
+5,616
| +11% | +$349K | 0.09% | 129 |
|
2016
Q1 | $2.98M | Buy |
50,245
+4,540
| +10% | +$269K | 0.08% | 143 |
|
2015
Q4 | $3.02M | Buy |
45,705
+2,006
| +5% | +$132K | 0.08% | 138 |
|
2015
Q3 | $2.66M | Buy |
43,699
+8,701
| +25% | +$530K | 0.08% | 144 |
|
2015
Q2 | $2.37M | Sell |
34,998
-2,600
| -7% | -$176K | 0.19% | 92 |
|
2015
Q1 | $2.28M | Sell |
37,598
-1,870
| -5% | -$113K | 0.06% | 169 |
|
2014
Q4 | $2.47M | Sell |
39,468
-250,916
| -86% | -$15.7M | 0.07% | 164 |
|
2014
Q3 | $17.5M | Sell |
290,384
-7,318
| -2% | -$441K | 0.45% | 50 |
|
2014
Q2 | $17.2M | Buy |
297,702
+14,368
| +5% | +$828K | 0.43% | 49 |
|
2014
Q1 | $17.2M | Buy |
283,334
+15,138
| +6% | +$919K | 0.47% | 39 |
|
2013
Q4 | $15.7M | Buy |
+268,196
| New | +$15.7M | 0.46% | 43 |
|