Carlson Capital’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 | $1.29M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $35.1M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.84M | Sell |
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|
2021
Q2 | $24.5M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $30.3M | Sell |
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|
2020
Q2 | $86.5M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $17.6M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $12.7M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $36.4M | Sell |
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|
2015
Q3 | $55.2M | Sell |
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|
2015
Q2 | $62.7M | Sell |
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|
2015
Q1 | $135M | Buy |
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|
2014
Q4 | $83.6M | Sell |
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|
2014
Q3 | $90.4M | Sell |
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|
2014
Q2 | $126M | Buy |
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|
2014
Q1 | $112M | Buy |
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|
2013
Q4 | $103M | Buy |
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|
2013
Q3 | $7.92M | Buy |
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