Bartlett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | $61.6M | Buy |
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|
2020
Q1 | $57.9M | Buy |
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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 | $9.16M | 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 |
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|
2017
Q4 | $9.52M | Sell |
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|
2017
Q3 | $8.72M | Buy |
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|
2017
Q2 | $8.02M | Sell |
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|
2017
Q1 | $7.74M | Buy |
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|
2016
Q4 | $7.3M | Sell |
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|
2016
Q3 | $5.84M | Sell |
|
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|
2016
Q2 | $5.62M | Sell |
|
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|
2016
Q1 | $5.56M | Sell |
|
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|
2015
Q4 | $6.21M | Sell |
|
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|
2015
Q3 | $5.82M | Sell |
|
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|
2015
Q2 | $6.55M | Sell |
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|
2015
Q1 | $5.99M | Sell |
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|
2014
Q4 | $6.37M | Sell |
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|
2014
Q3 | $6.31M | Sell |
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|
2014
Q2 | $6.29M | Sell |
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|
2014
Q1 | $7M | Sell |
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|
2013
Q4 | $6.79M | Sell |
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|
2013
Q3 | $6.4M | Sell |
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|
2013
Q2 | $7M | Buy |
|