Brown Advisory’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 | $358M | Sell |
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|
2025
Q1 | $306M | Sell |
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|
2024
Q4 | $303M | Buy |
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|
2024
Q3 | $266M | Sell |
|
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|
2024
Q2 | $255M | Buy |
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|
2024
Q1 | $251M | Sell |
|
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|
2023
Q4 | $227M | Sell |
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|
2023
Q3 | $194M | Buy |
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|
2023
Q2 | $194M | Sell |
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|
2023
Q1 | $177M | Sell |
|
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|
2022
Q4 | $182M | Buy |
|
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|
2022
Q3 | $141M | Sell |
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|
2022
Q2 | $157M | Sell |
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|
2022
Q1 | $325M | Sell |
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|
2021
Q4 | $378M | Sell |
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|
2021
Q3 | $391M | Buy |
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|
2021
Q2 | $369M | Buy |
|
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|
2021
Q1 | $360M | Sell |
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|
2020
Q4 | $306M | Buy |
|
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|
2020
Q3 | $226M | Buy |
|
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|
2020
Q2 | $221M | Sell |
|
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|
2020
Q1 | $252M | Buy |
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|
2019
Q4 | $354M | Buy |
|
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|
2019
Q3 | $298M | Sell |
|
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|
2019
Q2 | $287M | Sell |
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|
2019
Q1 | $278M | Buy |
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|
2018
Q4 | $266M | Buy |
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|
2018
Q3 | $295M | Buy |
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|
2018
Q2 | $270M | Buy |
|
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|
2018
Q1 | $285M | Sell |
|
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|
2017
Q4 | $288M | Sell |
|
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|
2017
Q3 | $263M | Sell |
|
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|
2017
Q2 | $309M | Buy |
|
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|
2017
Q1 | $249M | Buy |
|
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|
2016
Q4 | $238M | Buy |
|
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|
2016
Q3 | $181M | Sell |
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|
2016
Q2 | $173M | Sell |
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|
2016
Q1 | $167M | Sell |
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|
2015
Q4 | $193M | Sell |
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|
2015
Q3 | $183M | Buy |
|
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|
2015
Q2 | $200M | Buy |
|
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|
2015
Q1 | $178M | Sell |
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|
2014
Q4 | $191M | Buy |
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|
2014
Q3 | $180M | Buy |
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|
2014
Q2 | $159M | Buy |
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|
2014
Q1 | $150M | Buy |
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|
2013
Q4 | $96.9M | Buy |
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|
2013
Q3 | $84.4M | Buy |
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|
2013
Q2 | $82.5M | Buy |
|