Bradley Foster & Sargent’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
Q3 | $312M | Sell |
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|
2025
Q2 | $290M | Buy |
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|
2025
Q1 | $245M | Sell |
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|
2024
Q4 | $253M | Buy |
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|
2024
Q3 | $222M | Buy |
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|
2024
Q2 | $211M | Sell |
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|
2024
Q1 | $211M | Sell |
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|
2023
Q4 | $182M | Buy |
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|
2023
Q3 | $155M | Hold |
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|
2023
Q2 | $155M | Buy |
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|
2023
Q1 | $126M | Buy |
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|
2022
Q4 | $130M | Sell |
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|
2022
Q3 | $101M | Buy |
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|
2022
Q2 | $108M | Buy |
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|
2022
Q1 | $129M | Buy |
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|
2021
Q4 | $147M | Buy |
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|
2021
Q3 | $149M | Sell |
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|
2021
Q2 | $142M | Buy |
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|
2021
Q1 | $139M | Buy |
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|
2020
Q4 | $116M | Buy |
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|
2020
Q3 | $86.7M | Buy |
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|
2020
Q1 | $78.1M | Buy |
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|
2019
Q4 | $120M | Sell |
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|
2019
Q3 | $101M | Sell |
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|
2019
Q2 | $97.4M | Sell |
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|
2019
Q1 | $88.8M | Buy |
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|
2018
Q4 | $85.4M | Sell |
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|
2018
Q3 | $100M | Sell |
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|
2018
Q2 | $94.3M | Buy |
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|
2018
Q1 | $97M | Buy |
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|
2017
Q4 | $94.1M | Buy |
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|
2017
Q3 | $84M | Buy |
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|
2017
Q2 | $80.2M | Buy |
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|
2017
Q1 | $76.3M | Buy |
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|
2016
Q4 | $61.3M | Buy |
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|
2016
Q3 | $46.5M | Sell |
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|
2016
Q2 | $43.6M | Sell |
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|
2016
Q1 | $42.3M | Sell |
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|
2015
Q4 | $48.2M | Buy |
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|
2015
Q3 | $44.3M | Buy |
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|
2015
Q2 | $48.4M | Buy |
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|
2015
Q1 | $41.4M | Buy |
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|
2014
Q4 | $39.9M | Sell |
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|
2014
Q3 | $38.6M | Buy |
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|
2014
Q2 | $36.5M | Buy |
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|
2014
Q1 | $37.8M | Buy |
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|
2013
Q4 | $33.8M | Sell |
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|
2013
Q3 | $33M | Buy |
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|
2013
Q2 | $33.6M | Buy |
|