Clough Capital Partners’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 | $15.5M | Hold |
53,400
| – | – | 1.54% | 24 |
|
|
2025
Q1 | $13.1M | Hold |
53,400
| – | – | 1.64% | 24 |
|
|
2024
Q4 | $12.8M | Sell |
53,400
-2,800
| -5% | -$671K | 1.45% | 24 |
|
|
2024
Q3 | $11.9M | Hold |
56,200
| – | – | 1.21% | 28 |
|
|
2024
Q2 | $11.4M | Hold |
56,200
| – | – | 1.24% | 30 |
|
|
2024
Q1 | $11.3M | Hold |
56,200
| – | – | 1.24% | 36 |
|
|
2023
Q4 | $9.56M | Sell |
56,200
-8,000
| -12% | -$1.36M | 1.06% | 32 |
|
|
2023
Q3 | $9.31M | Hold |
64,200
| – | – | 1% | 32 |
|
|
2023
Q2 | $9.34M | Buy |
64,200
+1,700
| +3% | +$247K | 0.94% | 35 |
|
|
2023
Q1 | $8.14M | Hold |
62,500
| – | – | 0.88% | 37 |
|
|
2022
Q4 | $8.38M | Buy |
+62,500
| New | +$8.38M | 0.85% | 39 |
|
|
2021
Q3 | – | Sell |
-11,420
| Closed | -$1.78M | – | 130 |
|
|
2021
Q2 | $1.78M | Sell |
11,420
-165,030
| -94% | -$25.7M | 0.1% | 95 |
|
|
2021
Q1 | $26.9M | Buy |
176,450
+26,997
| +18% | +$4.11M | 1.2% | 18 |
|
|
2020
Q4 | $19M | Sell |
149,453
-47,650
| -24% | -$6.05M | 1.35% | 26 |
|
|
2020
Q3 | $19M | Hold |
197,103
| – | – | 1.36% | 23 |
|
|
2020
Q2 | $18.5M | Sell |
197,103
-145,500
| -42% | -$13.7M | 1.81% | 15 |
|
|
2020
Q1 | $30.8M | Buy |
342,603
+108,703
| +46% | +$9.79M | 3.07% | 5 |
|
|
2019
Q4 | $32.6M | Sell |
233,900
-12,100
| -5% | -$1.69M | 2.78% | 7 |
|
|
2019
Q3 | $29M | Buy |
246,000
+62,200
| +34% | +$7.32M | 2.39% | 9 |
|
|
2019
Q2 | $20.5M | Buy |
183,800
+105,600
| +135% | +$11.8M | 2.02% | 12 |
|
|
2019
Q1 | $7.92M | Sell |
78,200
-63,900
| -45% | -$6.47M | 0.69% | 47 |
|
|
2018
Q4 | $13.9M | Sell |
142,100
-145,300
| -51% | -$14.2M | 1.63% | 17 |
|
|
2018
Q3 | $32.4M | Buy |
287,400
+1,500
| +0.5% | +$169K | 3.06% | 8 |
|
|
2018
Q2 | $29.8M | Buy |
285,900
+700
| +0.2% | +$72.9K | 2.66% | 12 |
|
|
2018
Q1 | $31.4M | Sell |
285,200
-71,900
| -20% | -$7.91M | 3% | 9 |
|
|
2017
Q4 | $38.2M | Buy |
357,100
+34,300
| +11% | +$3.67M | 3.18% | 8 |
|
|
2017
Q3 | $30.8M | Buy |
322,800
+247,800
| +330% | +$23.7M | 2.07% | 15 |
|
|
2017
Q2 | $6.86M | Buy |
+75,000
| New | +$6.86M | 0.48% | 54 |
|
|
2017
Q1 | – | Sell |
-122,080
| Closed | -$10.5M | – | 166 |
|
|
2016
Q4 | $10.5M | Sell |
122,080
-145,520
| -54% | -$12.6M | 0.7% | 47 |
|
|
2016
Q3 | $17.8M | Sell |
267,600
-10,200
| -4% | -$679K | 0.93% | 38 |
|
|
2016
Q2 | $17.3M | Sell |
277,800
-30,500
| -10% | -$1.9M | 0.92% | 36 |
|
|
2016
Q1 | $18.3M | Buy |
308,300
+37,400
| +14% | +$2.21M | 0.86% | 37 |
|
|
2015
Q4 | $17.9M | Buy |
270,900
+70,000
| +35% | +$4.62M | 0.84% | 39 |
|
|
2015
Q3 | $12.2M | Buy |
+200,900
| New | +$12.2M | 0.53% | 62 |
|
|
2015
Q2 | – | Sell |
-131,900
| Closed | -$7.99M | – | 219 |
|
|
2015
Q1 | $7.99M | Buy |
+131,900
| New | +$7.99M | 0.26% | 111 |
|
|
2014
Q3 | – | Sell |
-417,800
| Closed | -$24.1M | – | 195 |
|
|
2014
Q2 | $24.1M | Buy |
417,800
+210,200
| +101% | +$12.1M | 0.76% | 45 |
|
|
2014
Q1 | $12.6M | Sell |
207,600
-105,600
| -34% | -$6.41M | 0.39% | 89 |
|
|
2013
Q4 | $18.3M | Sell |
313,200
-34,700
| -10% | -$2.03M | 0.6% | 66 |
|
|
2013
Q3 | $18M | Buy |
347,900
+213,100
| +158% | +$11M | 0.56% | 76 |
|
|
2013
Q2 | $7.12M | Buy |
+134,800
| New | +$7.12M | 0.24% | 128 |
|