Capital Group Private Client Services’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
Q3 | $55.7M | Sell |
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|
2025
Q2 | $213M | Sell |
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|
2025
Q1 | $181M | Buy |
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|
2024
Q4 | $170M | Sell |
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|
2024
Q3 | $157M | Sell |
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|
2024
Q2 | $156M | Sell |
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|
2024
Q1 | $163M | Sell |
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|
2023
Q4 | $175M | Sell |
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|
2023
Q3 | $157M | Sell |
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|
2023
Q2 | $160M | Sell |
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|
2023
Q1 | $143M | Buy |
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|
2022
Q4 | $147M | Sell |
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|
2022
Q3 | $116M | Sell |
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|
2022
Q2 | $125M | Sell |
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|
2022
Q1 | $154M | Buy |
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|
2021
Q4 | $177M | Sell |
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|
2021
Q3 | $187M | Buy |
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