Close 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 | $19.4M | Buy |
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|
2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $13.9M | Hold |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $9.98M | Buy |
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|
2023
Q4 | $7.77M | Buy |
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|
2023
Q3 | $5.68M | Buy |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $4.04M | Sell |
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|
2022
Q1 | $11.6M | Hold |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $8.55M | Sell |
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|
2020
Q3 | $6.49M | Sell |
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|
2020
Q2 | $6.89M | Sell |
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|
2020
Q1 | $7.27M | Buy |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $8.02M | Buy |
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|
2019
Q2 | $6.94M | Buy |
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|
2019
Q1 | $4.77M | Buy |
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|
2018
Q4 | $20K | Sell |
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|
2018
Q3 | $4.59M | Buy |
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|
2018
Q2 | $4.5M | Hold |
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|
2018
Q1 | $4.5M | Buy |
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|
2017
Q4 | $2.76M | Buy |
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|
2017
Q3 | $2.05M | Buy |
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|
2017
Q2 | $1.75M | Buy |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $656K | Buy |
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