Bartlett & Co Wealth Management’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
Q3 | $238M | Sell |
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|
2025
Q2 | $222M | Buy |
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|
2025
Q1 | $185M | Sell |
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|
2024
Q4 | $183M | Sell |
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|
2024
Q3 | $162M | Sell |
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|
2024
Q2 | $160M | Sell |
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|
2024
Q1 | $160M | Sell |
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $118M | Buy |
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|
2023
Q1 | $95.9M | Buy |
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|
2022
Q4 | $97.2M | Buy |
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|
2022
Q3 | $75.2M | Sell |
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|
2022
Q2 | $81.2M | Buy |
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|
2022
Q1 | $97.9M | Buy |
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|
2021
Q4 | $108M | Buy |
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|
2021
Q3 | $111M | Buy |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $102M | Buy |
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|
2020
Q4 | $84.7M | Sell |
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|
2020
Q3 | $64.1M | Buy |
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|
2020
Q2 | $61.7M | Buy |
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|
2020
Q1 | $57.9M | Buy |
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|
2019
Q4 | $89.6M | Sell |
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|
2019
Q3 | $75.8M | Buy |
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|
2019
Q2 | $27.1M | Buy |
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|
2019
Q1 | $22.9M | Buy |
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|
2018
Q4 | $9.17M | Sell |
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|
2018
Q3 | $11.1M | Buy |
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|
2018
Q2 | $10.2M | Buy |
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|
2018
Q1 | $10.6M | Buy |
|