Ceredex Value 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 | $66.2M | Sell |
|
|||||
|
2025
Q1 | $59.4M | Sell |
|
|||||
|
2024
Q4 | $63.2M | Buy |
|
|||||
|
2024
Q3 | $50.7M | Sell |
|
|||||
|
2024
Q2 | $60.5M | Buy |
|
|||||
|
2024
Q1 | $53.7M | Sell |
|
|||||
|
2023
Q4 | $54.9M | Buy |
|
|||||
|
2023
Q3 | $37.7M | Sell |
|
|||||
|
2023
Q2 | $37.9M | Sell |
|
|||||
|
2023
Q1 | $45.9M | Sell |
|
|||||
|
2022
Q4 | $69.9M | Sell |
|
|||||
|
2022
Q3 | $58.3M | Buy |
|
|||||
|
2022
Q2 | $61.8M | Sell |
|
|||||
|
2022
Q1 | $105M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $138M | Sell |
|
|||||
|
2019
Q3 | $124M | Sell |
|
|||||
|
2019
Q2 | $128M | Sell |
|
|||||
|
2019
Q1 | $124M | Buy |
|
|||||
|
2018
Q4 | $92.4M | Sell |
|
|||||
|
2018
Q3 | $110M | Sell |
|
|||||
|
2018
Q2 | $118M | Buy |
|
|||||
|
2018
Q1 | $104M | Buy |
|