Brinker Capital Investments’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
Q2 | $62.5M | Buy |
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|
2025
Q1 | $49.6M | Buy |
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|
2024
Q4 | $47.4M | Buy |
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|
2024
Q3 | $41.7M | Sell |
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|
2024
Q2 | $40.2M | Sell |
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|
2024
Q1 | $43.3M | Sell |
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|
2023
Q4 | $38.6M | Sell |
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|
2023
Q3 | $35M | Sell |
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|
2023
Q2 | $37.8M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26.4M | Sell |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $22.1M | Sell |
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|
2022
Q1 | $28M | Sell |
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|
2021
Q4 | $35.2M | Buy |
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|
2021
Q3 | $28.9M | Sell |
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|
2021
Q2 | $28.8M | Buy |
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|
2021
Q1 | $27.3M | Buy |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $811K | Sell |
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|
2019
Q4 | $1.75M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $189K | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $101K | Buy |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $61K | Sell |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Sell |
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|
2016
Q3 | $5K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3K | Buy |
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