Bellevue Asset 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
Q2 | $991K | Buy |
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|
2025
Q1 | $835K | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $742K | Sell |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $910K | Sell |
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|
2021
Q3 | $959K | Buy |
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|
2021
Q2 | $908K | Buy |
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|
2021
Q1 | $890K | Buy |
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|
2020
Q4 | $757K | Sell |
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|
2020
Q3 | $557K | Buy |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $509K | Buy |
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