Camelot Portfolios’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 | – | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $22.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $379K | Hold |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $316K | Buy |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $308K | Buy |
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|
2018
Q1 | $317K | Sell |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $294K | Buy |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $315K | Sell |
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|
2016
Q4 | $425K | Sell |
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|
2016
Q3 | $336K | Buy |
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|
2016
Q2 | $259K | Buy |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $263K | Sell |
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|
2015
Q2 | $358K | Sell |
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|
2015
Q1 | $664K | Buy |
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|
2014
Q4 | $645K | Buy |
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|
2014
Q3 | $616K | Buy |
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|
2014
Q2 | $534K | Buy |
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|
2014
Q1 | $520K | Buy |
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|
2013
Q4 | $475K | Buy |
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|
2013
Q3 | $311K | Sell |
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|
2013
Q2 | $391K | Buy |
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