Coerente Capital 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
Q3 | $13.3M | Sell |
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|
2025
Q2 | $12.6M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $9.54M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $9.77M | Buy |
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|
2023
Q4 | $7.35M | Buy |
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|
2023
Q3 | $5.98M | Buy |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $4.83M | Buy |
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|
2021
Q4 | $5.51M | Sell |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.42M | Sell |
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|
2021
Q1 | $5.46M | Buy |
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