Camelot Portfolios’s JPMorgan Chase JPM Stock Holding History

Camelot Portfolios’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,696	Closed	-$1.15M	–	207
2025 Q1	$1.15M	Buy	+4,696	New	+$1.15M	0.71%	45
2024 Q3	–	Sell	-113	Closed	-$22.9K	–	359
2024 Q2	$22.9K	Buy	+113	New	+$22.9K	0.01%	356
2022 Q1	–	Sell	-1,635	Closed	-$259K	–	241
2021 Q4	$259K	Buy	+1,635	New	+$259K	0.1%	211
2020 Q3	–	Sell	-6,106	Closed	-$574K	–	205
2020 Q2	$574K	Buy	6,106 +3,498	+134%	+$329K	0.37%	74
2020 Q1	$235K	Sell	2,608 -614	-19%	-$55.3K	0.13%	170
2019 Q4	$449K	Buy	3,222 +6	+0.2%	+$836	0.19%	129
2019 Q3	$379K	Hold	3,216	–	–	0.18%	133
2019 Q2	$360K	Buy	3,216 +201	+7%	+$22.5K	0.15%	160
2019 Q1	$305K	Sell	3,015 -222	-7%	-$22.5K	0.13%	183
2018 Q4	$316K	Buy	3,237 +37	+1%	+$3.61K	0.15%	152
2018 Q3	$361K	Buy	3,200 +243	+8%	+$27.4K	0.16%	140
2018 Q2	$308K	Buy	2,957 +69	+2%	+$7.19K	0.13%	159
2018 Q1	$317K	Sell	2,888 -202	-7%	-$22.2K	0.15%	143
2017 Q4	$330K	Buy	3,090 +8	+0.3%	+$854	0.16%	128
2017 Q3	$294K	Buy	3,082 +10	+0.3%	+$954	0.14%	128
2017 Q2	$281K	Sell	3,072 -510	-14%	-$46.7K	0.14%	134
2017 Q1	$315K	Sell	3,582 -1,348	-27%	-$119K	0.15%	127
2016 Q4	$425K	Sell	4,930 -115	-2%	-$9.91K	0.22%	108
2016 Q3	$336K	Buy	5,045 +885	+21%	+$58.9K	0.18%	120
2016 Q2	$259K	Buy	4,160 +109	+3%	+$6.79K	0.15%	117
2016 Q1	$240K	Buy	4,051 +78	+2%	+$4.62K	0.15%	122
2015 Q4	$262K	Sell	3,973 -334	-8%	-$22K	0.17%	118
2015 Q3	$263K	Sell	4,307 -974	-18%	-$59.5K	0.18%	123
2015 Q2	$358K	Sell	5,281 -5,672	-52%	-$385K	0.21%	118
2015 Q1	$664K	Buy	10,953 +644	+6%	+$39K	0.39%	78
2014 Q4	$645K	Buy	10,309 +81	+0.8%	+$5.07K	0.37%	79
2014 Q3	$616K	Buy	10,228 +954	+10%	+$57.5K	0.36%	81
2014 Q2	$534K	Buy	9,274 +701	+8%	+$40.4K	0.34%	85
2014 Q1	$520K	Buy	8,573 +442	+5%	+$26.8K	0.35%	82
2013 Q4	$475K	Buy	8,131 +2,118	+35%	+$124K	0.31%	88
2013 Q3	$311K	Sell	6,013 -1,386	-19%	-$71.7K	0.23%	105
2013 Q2	$391K	Buy	+7,399	New	+$391K	0.3%	90