Bessemer Securities’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 | – | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $3.03M | Sell |
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|
2023
Q1 | $4.26M | Sell |
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|
2022
Q4 | $4.87M | Hold |
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|
2022
Q3 | $3.8M | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $4.06M | Hold |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | $4.08M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $710K | Hold |
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|
2020
Q2 | $694K | Hold |
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|
2020
Q1 | $664K | Hold |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $904K | Hold |
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|
2019
Q2 | $859K | Hold |
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|
2019
Q1 | $778K | Hold |
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|
2018
Q4 | $750K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3.61M | Buy |
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|
2015
Q2 | $3.44M | Hold |
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|
2015
Q1 | $3.07M | Hold |
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|
2014
Q4 | $3.17M | Buy |
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|
2014
Q3 | $2.36M | Hold |
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|
2014
Q2 | $2.26M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.98M | Buy |
|