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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $998K | Buy |
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|
2022
Q2 | $963K | Buy |
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|
2022
Q1 | $980K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $591K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $887K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $926K | Buy |
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|
2018
Q3 | $573K | Sell |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $432K | Sell |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $604K | Sell |
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|
2016
Q4 | $654K | Sell |
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|
2016
Q3 | $729K | Sell |
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|
2016
Q2 | $699K | Sell |
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|
2016
Q1 | $707K | Buy |
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|
2015
Q4 | $622K | Buy |
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