Clark Capital Management Group’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 | $241M | Buy |
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|
2025
Q1 | $191M | Buy |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $160M | Sell |
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $195M | Buy |
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|
2023
Q4 | $165M | Sell |
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|
2023
Q3 | $149M | Buy |
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|
2023
Q2 | $139M | Buy |
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|
2023
Q1 | $115M | Buy |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $48.9M | Buy |
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|
2022
Q2 | $51.1M | Buy |
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|
2022
Q1 | $43.3M | Sell |
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|
2021
Q4 | $96.7M | Sell |
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|
2021
Q3 | $102M | Buy |
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|
2021
Q2 | $88.5M | Sell |
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|
2021
Q1 | $112M | Sell |
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|
2020
Q4 | $97.3M | Buy |
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|
2020
Q3 | $67.5M | Buy |
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|
2020
Q2 | $64.8M | Sell |
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|
2020
Q1 | $69.1M | Buy |
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|
2019
Q4 | $97.1M | Buy |
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|
2019
Q3 | $73.8M | Buy |
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|
2019
Q2 | $69.2M | Buy |
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|
2019
Q1 | $45.9M | Sell |
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|
2018
Q4 | $75.7M | Buy |
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|
2018
Q3 | $82.7M | Buy |
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|
2018
Q2 | $58M | Sell |
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|
2018
Q1 | $68.9M | Sell |
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|
2017
Q4 | $69.4M | Buy |
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|
2017
Q3 | $52.8M | Buy |
|
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|
2017
Q2 | $36.8M | Sell |
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|
2017
Q1 | $42.2M | Buy |
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|
2016
Q4 | $32.5M | Buy |
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|
2016
Q3 | $18.8M | Buy |
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|
2016
Q2 | $9.98M | Sell |
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|
2016
Q1 | $11M | Sell |
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|
2015
Q4 | $13.8M | Buy |
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|
2015
Q3 | $9.86M | Buy |
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|
2015
Q2 | $5.22M | Buy |
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|
2015
Q1 | $1.55M | Sell |
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|
2014
Q4 | $8.6M | Buy |
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|
2014
Q3 | $8.12M | Buy |
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|
2014
Q2 | $4.95M | Sell |
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|
2014
Q1 | $7.99M | Sell |
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|
2013
Q4 | $10M | Buy |
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|
2013
Q3 | $8.59M | Buy |
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|
2013
Q2 | $8.2M | Buy |
|