Clarkston Capital Partners’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 | $676K | Hold |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $415K | Hold |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Hold |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $598K | Hold |
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|
2018
Q2 | $552K | Hold |
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|
2018
Q1 | $583K | Sell |
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|
2017
Q4 | $594K | Sell |
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|
2017
Q3 | $554K | Buy |
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|
2017
Q2 | $507K | Buy |
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|
2017
Q1 | $308K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $386K | Sell |
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|
2015
Q3 | $362K | Hold |
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|
2015
Q2 | $403K | Buy |
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|
2015
Q1 | $211K | Buy |
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