Berkeley Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.51M | Buy |
8,535
+3,740
| +78% | +$1.14M | 0.58% | 28 |
|
|
2025
Q4 | $1.54M | Sell |
4,795
-2,939
| -38% | -$910K | 0.36% | 52 |
|
|
2025
Q3 | $2.44M | Buy |
7,734
+122
| +2% | +$36.3K | 0.58% | 28 |
|
|
2025
Q2 | $2.21M | Sell |
7,612
-183
| -2% | -$46.7K | 0.56% | 32 |
|
|
2025
Q1 | $1.91M | Sell |
7,795
-77
| -1% | -$19.6K | 0.53% | 37 |
|
|
2024
Q4 | $1.89M | Sell |
7,872
-771
| -9% | -$180K | 0.53% | 31 |
|
|
2024
Q3 | $1.82M | Buy |
8,643
+558
| +7% | +$118K | 0.52% | 36 |
|
|
2024
Q2 | $1.64M | Sell |
8,085
-471
| -6% | -$92.1K | 0.49% | 39 |
|
|
2024
Q1 | $1.71M | Sell |
8,556
-309
| -3% | -$55.8K | 0.52% | 37 |
|
|
2023
Q4 | $1.51M | Buy |
8,865
+38
| +0.4% | +$5.76K | 0.5% | 34 |
|
|
2023
Q3 | $1.28M | Buy |
8,827
+256
| +3% | +$38.4K | 0.46% | 41 |
|
|
2023
Q2 | $1.25M | Sell |
8,571
-1,869
| -18% | -$257K | 0.44% | 43 |
|
|
2023
Q1 | $1.36M | Buy |
10,440
+471
| +5% | +$64.5K | 0.5% | 38 |
|
|
2022
Q4 | $1.34M | Buy |
9,969
+416
| +4% | +$52.7K | 0.52% | 38 |
|
|
2022
Q3 | $998K | Buy |
9,553
+999
| +12% | +$115K | 0.43% | 42 |
|
|
2022
Q2 | $963K | Buy |
8,554
+1,362
| +19% | +$169K | 0.4% | 47 |
|
|
2022
Q1 | $980K | Buy |
7,192
+2,635
| +58% | +$389K | 0.39% | 48 |
|
|
2021
Q4 | $722K | Buy |
4,557
+511
| +13% | +$83.9K | 0.3% | 53 |
|
|
2021
Q3 | $662K | Sell |
4,046
-28
| -0.7% | -$4.39K | 0.3% | 51 |
|
|
2021
Q2 | $634K | Sell |
4,074
-113
| -3% | -$17.7K | 0.28% | 55 |
|
|
2021
Q1 | $637K | Buy |
4,187
+177
| +4% | +$25.5K | 0.31% | 54 |
|
|
2020
Q4 | $510K | Buy |
4,010
+592
| +17% | +$66.2K | 0.26% | 57 |
|
|
2020
Q3 | $329K | Sell |
3,418
-348
| -9% | -$34.2K | 0.2% | 72 |
|
|
2020
Q2 | $354K | Sell |
3,766
-2,795
| -43% | -$265K | 0.22% | 73 |
|
|
2020
Q1 | $591K | Sell |
6,561
-1,076
| -14% | -$131K | 0.4% | 54 |
|
|
2019
Q4 | $1.06M | Buy |
7,637
+101
| +1% | +$13K | 0.55% | 40 |
|
|
2019
Q3 | $887K | Sell |
7,536
-2,587
| -26% | -$293K | 0.47% | 49 |
|
|
2019
Q2 | $1.13M | Buy |
10,123
+2,452
| +32% | +$270K | 0.53% | 34 |
|
|
2019
Q1 | $777K | Sell |
7,671
-1,816
| -19% | -$187K | 0.38% | 54 |
|
|
2018
Q4 | $926K | Buy |
9,487
+4,409
| +87% | +$470K | 0.52% | 40 |
|
|
2018
Q3 | $573K | Sell |
5,078
-2,534
| -33% | -$288K | 0.32% | 65 |
|
|
2018
Q2 | $793K | Sell |
7,612
-1,621
| -18% | -$178K | 0.46% | 50 |
|
|
2018
Q1 | $1.01M | Buy |
9,233
+5,197
| +129% | +$588K | 0.59% | 37 |
|
|
2017
Q4 | $432K | Sell |
4,036
-474
| -11% | -$48K | 0.28% | 85 |
|
|
2017
Q3 | $431K | Sell |
4,510
-7,440
| -62% | -$686K | 0.29% | 90 |
|
|
2017
Q2 | $1.09M | Buy |
11,950
+5,076
| +74% | +$438K | 0.74% | 27 |
|
|
2017
Q1 | $604K | Sell |
6,874
-700
| -9% | -$61.8K | 0.41% | 65 |
|
|
2016
Q4 | $654K | Sell |
7,574
-3,369
| -31% | -$257K | 0.47% | 53 |
|
|
2016
Q3 | $729K | Sell |
10,943
-302
| -3% | -$19.7K | 0.52% | 44 |
|
|
2016
Q2 | $699K | Sell |
11,245
-686
| -6% | -$42.8K | 0.49% | 45 |
|
|
2016
Q1 | $707K | Buy |
11,931
+2,507
| +27% | +$146K | 0.51% | 45 |
|
|
2015
Q4 | $622K | Buy |
+9,424
| New | +$614K | 0.51% | 50 |
|
Other funds holding JPM
VCM
VPM
