CI
Cambiar Investors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58M | Sell |
200,152
-5,339
| -3% | -$1.55M | 2.44% | 7 |
|
|
2025
Q1 | $50.4M | Sell |
205,491
-20,838
| -9% | -$5.11M | 2.14% | 13 |
|
|
2024
Q4 | $54.3M | Sell |
226,329
-9,782
| -4% | -$2.34M | 2.15% | 13 |
|
|
2024
Q3 | $49.8M | Sell |
236,111
-5,098
| -2% | -$1.07M | 1.92% | 20 |
|
|
2024
Q2 | $48.8M | Sell |
241,209
-3,533
| -1% | -$715K | 1.91% | 21 |
|
|
2024
Q1 | $49M | Sell |
244,742
-77,550
| -24% | -$15.5M | 1.83% | 20 |
|
|
2023
Q4 | $54.8M | Sell |
322,292
-6,879
| -2% | -$1.17M | 2.16% | 10 |
|
|
2023
Q3 | $47.7M | Sell |
329,171
-3,741
| -1% | -$543K | 2.03% | 12 |
|
|
2023
Q2 | $48.4M | Sell |
332,912
-79,569
| -19% | -$11.6M | 2.04% | 12 |
|
|
2023
Q1 | $53.8M | Buy |
412,481
+29,685
| +8% | +$3.87M | 2.32% | 2 |
|
|
2022
Q4 | $51.3M | Sell |
382,796
-11,209
| -3% | -$1.5M | 2.34% | 2 |
|
|
2022
Q3 | $41.2M | Buy |
394,005
+2,477
| +0.6% | +$259K | 2.07% | 11 |
|
|
2022
Q2 | $44.1M | Buy |
391,528
+42,796
| +12% | +$4.82M | 1.96% | 17 |
|
|
2022
Q1 | $47.5M | Buy |
348,732
+15,756
| +5% | +$2.15M | 1.79% | 26 |
|
|
2021
Q4 | $52.7M | Sell |
332,976
-5,661
| -2% | -$896K | 1.81% | 20 |
|
|
2021
Q3 | $55.4M | Buy |
338,637
+2,041
| +0.6% | +$334K | 1.9% | 12 |
|
|
2021
Q2 | $52.4M | Buy |
336,596
+3,216
| +1% | +$500K | 1.68% | 24 |
|
|
2021
Q1 | $50.8M | Sell |
333,380
-79,638
| -19% | -$12.1M | 1.77% | 20 |
|
|
2020
Q4 | $52.5M | Sell |
413,018
-66,171
| -14% | -$8.41M | 2.05% | 11 |
|
|
2020
Q3 | $46.1M | Buy |
479,189
+82,830
| +21% | +$7.97M | 2.1% | 9 |
|
|
2020
Q2 | $37.3M | Buy |
396,359
+155,557
| +65% | +$14.6M | 1.71% | 23 |
|
|
2020
Q1 | $21.7M | Buy |
240,802
+238,177
| +9,073% | +$21.4M | 1.09% | 40 |
|
|
2019
Q4 | $366K | Buy |
2,625
+104
| +4% | +$14.5K | 0.01% | 148 |
|
|
2019
Q3 | $297K | Sell |
2,521
-823
| -25% | -$97K | 0.01% | 146 |
|
|
2019
Q2 | $374K | Buy |
3,344
+130
| +4% | +$14.5K | 0.01% | 148 |
|
|
2019
Q1 | $325K | Sell |
3,214
-8
| -0.2% | -$809 | 0.01% | 153 |
|
|
2018
Q4 | $315K | Sell |
3,222
-565
| -15% | -$55.2K | 0.01% | 167 |
|
|
2018
Q3 | $427K | Sell |
3,787
-317
| -8% | -$35.7K | 0.01% | 159 |
|
|
2018
Q2 | $428K | Buy |
4,104
+14
| +0.3% | +$1.46K | 0.01% | 160 |
|
|
2018
Q1 | $450K | Sell |
4,090
-353
| -8% | -$38.8K | 0.01% | 152 |
|
|
2017
Q4 | $475K | Sell |
4,443
-129
| -3% | -$13.8K | 0.01% | 153 |
|
|
2017
Q3 | $437K | Sell |
4,572
-1,476
| -24% | -$141K | 0.01% | 154 |
|
|
2017
Q2 | $553K | Sell |
6,048
-405
| -6% | -$37K | 0.01% | 145 |
|
|
2017
Q1 | $567K | Sell |
6,453
-392
| -6% | -$34.4K | 0.01% | 138 |
|
|
2016
Q4 | $591K | Buy |
6,845
+1,646
| +32% | +$142K | 0.01% | 140 |
|
|
2016
Q3 | $346K | Sell |
5,199
-1,142
| -18% | -$76K | 0.01% | 154 |
|
|
2016
Q2 | $394K | Sell |
6,341
-239
| -4% | -$14.9K | 0.01% | 134 |
|
|
2016
Q1 | $390K | Sell |
6,580
-8,211
| -56% | -$487K | 0.01% | 135 |
|
|
2015
Q4 | $977K | Sell |
14,791
-1,487
| -9% | -$98.2K | 0.01% | 137 |
|
|
2015
Q3 | $992K | Buy |
+16,278
| New | +$992K | 0.01% | 149 |
|