Claret 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $650K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $521K | Sell |
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|
2019
Q2 | $503K | Buy |
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|
2019
Q1 | $416K | Buy |
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|
2018
Q4 | $378K | Sell |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $434K | Sell |
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|
2017
Q4 | $443K | Buy |
|