BTCPP
Border to Coast Pensions Partnership’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Buy |
398,699
+24,835
| +7% | +$7.2M | 2.12% | 9 |
|
|
2025
Q1 | $91.7M | Hold |
373,864
| – | – | 1.88% | 10 |
|
|
2024
Q4 | $89.6M | Sell |
373,864
-33,652
| -8% | -$8.06M | 1.75% | 10 |
|
|
2024
Q3 | $85.7M | Sell |
407,516
-1,413
| -0.3% | -$297K | 1.75% | 11 |
|
|
2024
Q2 | $82.7M | Sell |
408,929
-14,563
| -3% | -$2.95M | 1.95% | 10 |
|
|
2024
Q1 | $84.8M | Hold |
423,492
| – | – | 1.89% | 10 |
|
|
2023
Q4 | $72M | Buy |
423,492
+9,000
| +2% | +$1.53M | 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% | +$7.76M | 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% | +$5.28M | 1.24% | 23 |
|
|
2022
Q1 | $41.9M | Sell |
308,198
-28,896
| -9% | -$3.93M | 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 | +$52.8M | 1.84% | 10 |
|