Consulta’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
Q1 | – | Sell |
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|
2024
Q4 | $36M | Sell |
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|
2024
Q3 | $73.8M | Sell |
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|
2024
Q2 | $101M | Sell |
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|
2024
Q1 | $120M | Hold |
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|
2023
Q4 | $102M | Sell |
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|
2023
Q3 | $109M | Hold |
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|
2023
Q2 | $109M | Buy |
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|
2023
Q1 | $71.7M | Hold |
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|
2022
Q4 | $73.8M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $112M | Sell |
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|
2021
Q1 | $175M | Sell |
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|
2020
Q4 | $254M | Hold |
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|
2020
Q3 | $193M | Buy |
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|
2020
Q2 | $80M | Buy |
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|
2020
Q1 | $67.5M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $47.1M | Sell |
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|
2019
Q2 | $83.8M | Hold |
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|
2019
Q1 | $75.9M | Hold |
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|
2018
Q4 | $73.2M | Buy |
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|
2018
Q3 | $55.9M | Buy |
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|
2018
Q2 | $41.7M | Hold |
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|
2018
Q1 | $44M | Hold |
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|
2017
Q4 | $42.8M | Buy |
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|
2017
Q3 | $28.7M | Hold |
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|
2017
Q2 | $27.4M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $21.7M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $38.8M | Sell |
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|
2013
Q3 | $70.8M | Buy |
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|
2013
Q2 | $62M | Buy |
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