Claar 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
2024
Q3
Sell
2024
Q2
$3.8M Sell
2024
Q1
$7.77M Hold
2023
Q4
$6.6M Hold
2023
Q3
$5.63M Hold
2023
Q2
$5.64M Hold
2023
Q1
$5.06M Buy
2020
Q1
Sell
2019
Q4
$2.79K Buy
2017
Q3
Sell
2017
Q2
$9.14M Buy