Coerente Capital Management’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 | $12.6M | Sell |
43,446
-500
| -1% | -$145K | 2.32% | 20 |
|
|
2025
Q1 | $10.8M | Sell |
43,946
-80
| -0.2% | -$19.6K | 2.1% | 20 |
|
|
2024
Q4 | $10.6M | Sell |
44,026
-1,215
| -3% | -$291K | 1.97% | 21 |
|
|
2024
Q3 | $9.54M | Sell |
45,241
-255
| -0.6% | -$53.8K | 1.78% | 22 |
|
|
2024
Q2 | $9.2M | Sell |
45,496
-3,265
| -7% | -$660K | 1.8% | 22 |
|
|
2024
Q1 | $9.77M | Buy |
48,761
+5,527
| +13% | +$1.11M | 1.85% | 22 |
|
|
2023
Q4 | $7.35M | Buy |
43,234
+1,982
| +5% | +$337K | 1.5% | 22 |
|
|
2023
Q3 | $5.98M | Buy |
41,252
+7,785
| +23% | +$1.13M | 1.33% | 22 |
|
|
2023
Q2 | $4.87M | Buy |
33,467
+290
| +0.9% | +$42.2K | 1.05% | 23 |
|
|
2023
Q1 | $4.32M | Sell |
33,177
-3,247
| -9% | -$423K | 0.97% | 23 |
|
|
2022
Q4 | $4.88M | Buy |
36,424
+200
| +0.6% | +$26.8K | 1.08% | 22 |
|
|
2022
Q3 | $3.79M | Sell |
36,224
-225
| -0.6% | -$23.5K | 0.91% | 23 |
|
|
2022
Q2 | $4.1M | Buy |
36,449
+995
| +3% | +$112K | 0.92% | 23 |
|
|
2022
Q1 | $4.83M | Buy |
35,454
+632
| +2% | +$86.2K | 0.97% | 23 |
|
|
2021
Q4 | $5.51M | Sell |
34,822
-200
| -0.6% | -$31.7K | 1.04% | 23 |
|
|
2021
Q3 | $5.73M | Buy |
35,022
+200
| +0.6% | +$32.7K | 1.19% | 22 |
|
|
2021
Q2 | $5.42M | Sell |
34,822
-1,058
| -3% | -$165K | 1.12% | 23 |
|
|
2021
Q1 | $5.46M | Buy |
+35,880
| New | +$5.46M | 1.19% | 23 |
|