Cary Street Partners Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $6.33M | Buy |
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|
2024
Q1 | $6.18M | Sell |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $4.93M | Buy |
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|
2023
Q1 | $4.41M | Sell |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $3.98M | Sell |
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|
2021
Q2 | $3.83M | Sell |
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|
2021
Q1 | $4.28M | Buy |
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|
2020
Q4 | $3.58M | Buy |
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