CAPTRUST Financial Advisors’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 | $249M | Buy |
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|
2025
Q1 | $211M | Buy |
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|
2024
Q4 | $181M | Buy |
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|
2024
Q3 | $155M | Buy |
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|
2024
Q2 | $146M | Buy |
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|
2024
Q1 | $145M | Sell |
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|
2023
Q4 | $141M | Buy |
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|
2023
Q3 | $108M | Buy |
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|
2023
Q2 | $105M | Buy |
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|
2023
Q1 | $92.9M | Buy |
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|
2022
Q4 | $89.1M | Buy |
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|
2022
Q3 | $68.9M | Buy |
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|
2022
Q2 | $59.3M | Buy |
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|
2022
Q1 | $61M | Buy |
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|
2021
Q4 | $70.2M | Buy |
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|
2021
Q3 | $67.7M | Buy |
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|
2021
Q2 | $58.2M | Buy |
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|
2021
Q1 | $56.5M | Buy |
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|
2020
Q4 | $41.7M | Sell |
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|
2020
Q3 | $37.3M | Sell |
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|
2020
Q2 | $40.1M | Buy |
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|
2020
Q1 | $30.4M | Buy |
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|
2019
Q4 | $48.2M | Buy |
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|
2019
Q3 | $22.2M | Buy |
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|
2019
Q2 | $21.1M | Buy |
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|
2019
Q1 | $14.8M | Buy |
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|
2018
Q4 | $8.03M | Buy |
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|
2018
Q3 | $9.24M | Sell |
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|
2018
Q2 | $9.79M | Buy |
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|
2018
Q1 | $8.11M | Sell |
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|
2017
Q4 | $9.37M | Buy |
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|
2017
Q3 | $698K | Buy |
|