Clarity Financial’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 | $14.8M | Sell |
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|
2025
Q2 | $15.5M | Sell |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $14.6M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $6.09M | Buy |
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|
2021
Q3 | $6.25M | Buy |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $4.68M | Buy |
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