Blue Square 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.14M | Sell |
12,647
-10
| -0.1% | -$3.1K | 1.68% | 22 |
|
|
2026
Q1 | $3.72M | Buy |
12,657
+137
| +1% | +$41.6K | 1.77% | 20 |
|
|
2025
Q4 | $4.03M | Buy |
12,520
+49
| +0.4% | +$15.2K | 1.79% | 21 |
|
|
2025
Q3 | $3.93M | Buy |
12,471
+43
| +0.3% | +$12.8K | 1.72% | 24 |
|
|
2025
Q2 | $3.6M | Buy |
12,428
+737
| +6% | +$188K | 1.69% | 24 |
|
|
2025
Q1 | $2.87M | Sell |
11,691
-191
| -2% | -$48.7K | 1.54% | 24 |
|
|
2024
Q4 | $2.85M | Buy |
11,882
+287
| +2% | +$66.8K | 1.42% | 25 |
|
|
2024
Q3 | $2.44M | Buy |
11,595
+232
| +2% | +$48.9K | 1.31% | 24 |
|
|
2024
Q2 | $2.3M | Buy |
11,363
+267
| +2% | +$52.2K | 1.34% | 26 |
|
|
2024
Q1 | $2.22M | Sell |
11,096
-567
| -5% | -$102K | 1.47% | 20 |
|
|
2023
Q4 | $1.98M | Sell |
11,663
-82
| -0.7% | -$12.4K | 1.32% | 21 |
|
|
2023
Q3 | $1.7M | Buy |
11,745
+655
| +6% | +$98.2K | 1.25% | 23 |
|
|
2023
Q2 | $1.61M | Buy |
11,090
+7,919
| +250% | +$1.09M | 1.15% | 23 |
|
|
2023
Q1 | $413K | Buy |
+3,171
| New | +$434K | 0.27% | 55 |
|
|
2022
Q3 | – | Sell |
-5,781
| Closed | -$651K | – | 41 |
|
|
2022
Q2 | $651K | Sell |
5,781
-3,143
| -35% | -$389K | 1.4% | 28 |
|
|
2022
Q1 | $1.22M | Sell |
8,924
-2,536
| -22% | -$374K | 1.02% | 34 |
|
|
2021
Q4 | $1.81M | Buy |
11,460
+79
| +0.7% | +$13K | 1.13% | 24 |
|
|
2021
Q3 | $1.86M | Buy |
11,381
+137
| +1% | +$21.5K | 1.16% | 18 |
|
|
2021
Q2 | $1.75M | Sell |
11,244
-2,837
| -20% | -$446K | 1.07% | 22 |
|
|
2021
Q1 | $2.14M | Buy |
14,081
+1,950
| +16% | +$281K | 1.37% | 16 |
|
|
2020
Q4 | $1.54M | Sell |
12,131
-4,040
| -25% | -$452K | 1.03% | 23 |
|
|
2020
Q3 | $1.56M | Buy |
16,171
+1,785
| +12% | +$175K | 1.08% | 30 |
|
|
2020
Q2 | $1.35M | Sell |
14,386
-2,454
| -15% | -$233K | 0.93% | 30 |
|
|
2020
Q1 | $1.52M | Buy |
16,840
+1,730
| +11% | +$210K | 1.4% | 16 |
|
|
2019
Q4 | $2.11M | Sell |
15,110
-78
| -0.5% | -$10K | 1.64% | 13 |
|
|
2019
Q3 | $1.79M | Buy |
+15,188
| New | +$1.72M | 1.4% | 18 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
UBP