Clarius Group LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06M | Sell |
24,335
-402
| -2% | -$117K | 0.41% | 33 |
|
|
2025
Q1 | $6.07M | Sell |
24,737
-1,631
| -6% | -$400K | 0.38% | 34 |
|
|
2024
Q4 | $6.32M | Buy |
26,368
+215
| +0.8% | +$51.5K | 0.43% | 32 |
|
|
2024
Q3 | $5.51M | Sell |
26,153
-315
| -1% | -$66.3K | 0.39% | 35 |
|
|
2024
Q2 | $5.35M | Sell |
26,468
-691
| -3% | -$140K | 0.38% | 36 |
|
|
2024
Q1 | $5.44M | Sell |
27,159
-2,989
| -10% | -$599K | 0.38% | 36 |
|
|
2023
Q4 | $5.13M | Sell |
30,148
-1,499
| -5% | -$255K | 0.43% | 35 |
|
|
2023
Q3 | $4.59M | Sell |
31,647
-8,061
| -20% | -$1.17M | 0.44% | 34 |
|
|
2023
Q2 | $5.78M | Sell |
39,708
-380
| -0.9% | -$55.3K | 0.45% | 29 |
|
|
2023
Q1 | $5.22M | Buy |
40,088
+1,258
| +3% | +$164K | 0.44% | 30 |
|
|
2022
Q4 | $5.21M | Buy |
38,830
+821
| +2% | +$110K | 0.47% | 30 |
|
|
2022
Q3 | $3.97M | Buy |
38,009
+1,732
| +5% | +$181K | 0.4% | 33 |
|
|
2022
Q2 | $4.09M | Buy |
36,277
+717
| +2% | +$80.7K | 0.41% | 31 |
|
|
2022
Q1 | $5.63M | Hold |
35,560
| – | – | 0.45% | 29 |
|
|
2021
Q4 | $5.63M | Buy |
35,560
+1,069
| +3% | +$169K | 0.45% | 29 |
|
|
2021
Q3 | $5.65M | Buy |
34,491
+892
| +3% | +$146K | 0.51% | 25 |
|
|
2021
Q2 | $5.23M | Buy |
33,599
+504
| +2% | +$78.4K | 0.47% | 26 |
|
|
2021
Q1 | $5.04M | Buy |
33,095
+5,867
| +22% | +$893K | 0.49% | 25 |
|
|
2020
Q4 | $3.46M | Sell |
27,228
-1,332
| -5% | -$169K | 0.37% | 31 |
|
|
2020
Q3 | $2.75M | Sell |
28,560
-1,248
| -4% | -$120K | 0.35% | 33 |
|
|
2020
Q2 | $2.8M | Buy |
29,808
+22
| +0.1% | +$2.07K | 0.39% | 32 |
|
|
2020
Q1 | $2.68M | Buy |
29,786
+5,730
| +24% | +$516K | 0.51% | 25 |
|
|
2019
Q4 | $3.29M | Buy |
24,056
+718
| +3% | +$98.2K | 0.52% | 25 |
|
|
2019
Q3 | $2.75M | Buy |
23,338
+1,469
| +7% | +$173K | 0.5% | 28 |
|
|
2019
Q2 | $2.45M | Buy |
21,869
+3,619
| +20% | +$405K | 0.49% | 32 |
|
|
2019
Q1 | $1.85M | Buy |
18,250
+9,985
| +121% | +$1.01M | 0.45% | 34 |
|
|
2018
Q4 | $807K | Buy |
8,265
+2,926
| +55% | +$286K | 0.29% | 43 |
|
|
2018
Q3 | $602K | Buy |
+5,339
| New | +$602K | 0.21% | 51 |
|
|
2017
Q3 | – | Sell |
-5,306
| Closed | -$485K | – | 84 |
|
|
2017
Q2 | $485K | Hold |
5,306
| – | – | 0.2% | 51 |
|
|
2017
Q1 | $466K | Hold |
5,306
| – | – | 0.19% | 54 |
|
|
2016
Q4 | $458K | Hold |
5,306
| – | – | 0.19% | 53 |
|
|
2016
Q3 | $353K | Sell |
5,306
-796
| -13% | -$53K | 0.16% | 59 |
|
|
2016
Q2 | $379K | Buy |
6,102
+132
| +2% | +$8.2K | 0.2% | 57 |
|
|
2016
Q1 | $353K | Buy |
5,970
+362
| +6% | +$21.4K | 0.2% | 58 |
|
|
2015
Q4 | $370K | Buy |
+5,608
| New | +$370K | 0.21% | 49 |
|