Border to Coast Pensions Partnership’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	$118M	Sell	399,401 -30,836	-7%	-$9.36M	1.99%	9
2025 Q4	$139M	Hold	430,237	–	–	2.42%	8
2025 Q3	$136M	Buy	430,237 +31,538	+8%	+$9.38M	2.36%	8
2025 Q2	$116M	Buy	398,699 +24,835	+7%	+$6.34M	2.12%	9
2025 Q1	$91.7M	Hold	373,864	–	–	1.88%	10
2024 Q4	$89.6M	Sell	373,864 -33,652	-8%	-$7.84M	1.75%	10
2024 Q3	$85.7M	Sell	407,516 -1,413	-0.3%	-$298K	1.75%	11
2024 Q2	$82.7M	Sell	408,929 -14,563	-3%	-$2.85M	1.95%	10
2024 Q1	$84.8M	Hold	423,492	–	–	1.89%	10
2023 Q4	$72M	Buy	423,492 +9,000	+2%	+$1.36M	1.76%	13
2023 Q3	$61.2M	Hold	414,492	–	–	1.63%	15
2023 Q2	$60.2M	Hold	414,492	–	–	1.51%	14
2023 Q1	$54M	Buy	414,492 +59,554	+17%	+$8.16M	1.45%	15
2022 Q4	$47.6M	Hold	354,938	–	–	1.53%	14
2022 Q3	$37.1M	Hold	354,938	–	–	1.2%	24
2022 Q2	$40.1M	Buy	354,938 +46,740	+15%	+$5.79M	1.24%	23
2022 Q1	$41.9M	Sell	308,198 -28,896	-9%	-$4.27M	1.19%	25
2021 Q4	$53.3M	Hold	337,094	–	–	1.8%	11
2021 Q3	$53.1M	Hold	337,094	–	–	1.81%	11
2021 Q2	$52.8M	Buy	+337,094	New	+$52.9M	1.84%	10