Confluence Investment 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 | $216K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $540K | Sell |
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|
2019
Q2 | $718K | Sell |
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|
2019
Q1 | $740K | Sell |
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|
2018
Q4 | $805K | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $751K | Sell |
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|
2017
Q3 | $686K | Sell |
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|
2017
Q2 | $668K | Buy |
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|
2017
Q1 | $337K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $253K | Sell |
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|
2013
Q2 | $327K | Buy |
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