Barings’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  | $1.64M | Buy | 
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| 
        
          
      
        2025
         Q1  | $371K | Sell | 
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| 
        
          
      
        2024
         Q4  | $438K | Sell | 
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| 
        
          
      
        2024
         Q3  | $436K | Buy | 
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| 
        
          
      
        2024
         Q2  | $305K | Hold | 
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| 
        
          
      
        2024
         Q1  | $302K | Buy | 
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| 
        
          
      
        2023
         Q4  | – | Sell | 
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| 
        
          
      
        2023
         Q3  | $260K | Sell | 
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| 
        
          
      
        2023
         Q2  | $441K | Sell | 
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| 
        
          
      
        2023
         Q1  | $459K | Buy | 
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| 
        
          
      
        2022
         Q4  | $424K | Buy | 
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| 
        
          
      
        2022
         Q3  | $300K | Sell | 
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| 
        
          
      
        2022
         Q2  | $1.85M | Sell | 
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| 
        
          
      
        2022
         Q1  | $2.88M | Sell | 
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| 
        
          
      
        2021
         Q4  | $4.35M | Buy | 
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| 
        
          
      
        2021
         Q3  | $4.07M | Buy | 
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| 
        
          
      
        2021
         Q2  | $3.2M | Sell | 
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| 
        
          
      
        2021
         Q1  | $5.36M | Sell | 
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| 
        
          
      
        2020
         Q4  | $5.37M | Sell | 
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| 
        
          
      
        2020
         Q3  | $12M | Sell | 
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| 
        
          
      
        2020
         Q2  | $12.3M | Hold | 
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| 
        
          
      
        2020
         Q1  | $12.3M | Sell | 
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| 
        
          
      
        2019
         Q4  | $20.8M | Sell | 
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| 
        
          
      
        2019
         Q3  | $18.4M | Sell | 
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| 
        
          
      
        2019
         Q2  | $18.9M | Buy | 
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| 
        
          
      
        2019
         Q1  | $10.9M | Sell | 
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| 
        
          
      
        2018
         Q4  | $16.8M | Sell | 
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| 
        
          
      
        2018
         Q3  | $22.6M | Sell | 
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| 
        
          
      
        2018
         Q2  | $28.5M | Buy | 
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| 
        
          
      
        2018
         Q1  | $27.5M | Sell | 
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| 
        
          
      
        2017
         Q4  | $26.9M | Buy | 
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| 
        
          
      
        2017
         Q3  | $20.5M | Sell | 
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| 
        
          
      
        2017
         Q2  | $19.8M | Sell | 
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| 
        
          
      
        2017
         Q1  | $52.4M | Buy | 
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| 
        
          
      
        2016
         Q4  | $18.5M | Buy | 
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| 
        
          
      
        2016
         Q3  | $13.4M | Sell | 
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| 
        
          
      
        2016
         Q2  | $13.7M | Buy | 
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| 
        
          
      
        2016
         Q1  | $12.9M | Sell | 
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| 
        
          
      
        2015
         Q4  | $20.4M | Buy | 
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| 
        
          
      
        2015
         Q3  | $16.1M | Sell | 
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| 
        
          
      
        2015
         Q2  | $21.1M | Buy | 
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| 
        
          
      
        2015
         Q1  | $15.5M | Sell | 
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| 
        
          
      
        2014
         Q4  | $17M | Sell | 
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| 
        
          
      
        2014
         Q3  | $17.2M | Buy | 
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| 
        
          
      
        2014
         Q2  | $13.5M | Sell | 
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| 
        
          
      
        2014
         Q1  | $19.9M | Buy | 
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| 
        
          
      
        2013
         Q4  | $14.5M | Sell | 
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| 
        
          
      
        2013
         Q3  | $16.7M | Sell | 
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| 
        
          
      
        2013
         Q2  | $17.9M | Buy | 
         |