Curi RMB Capital’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
Q2 | $121M | Buy |
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|
2025
Q1 | $90.7M | Sell |
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|
2024
Q4 | $92.2M | Sell |
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|
2024
Q3 | $86.1M | Buy |
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|
2024
Q2 | $82.2M | Sell |
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|
2024
Q1 | $87.3M | Buy |
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|
2023
Q4 | $61.8M | Sell |
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|
2023
Q3 | $55.7M | Sell |
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|
2023
Q2 | $56.2M | Sell |
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|
2023
Q1 | $54.2M | Buy |
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|
2022
Q4 | $53.9M | Buy |
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|
2022
Q3 | $41.4M | Buy |
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|
2022
Q2 | $42.6M | Buy |
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|
2022
Q1 | $51M | Buy |
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|
2021
Q4 | $57.7M | Sell |
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|
2021
Q3 | $59.9M | Buy |
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|
2021
Q2 | $55.9M | Buy |
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|
2021
Q1 | $54M | Buy |
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|
2020
Q4 | $44.8M | Buy |
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|
2020
Q3 | $31.1M | Sell |
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|
2020
Q2 | $31M | Buy |
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|
2020
Q1 | $27.7M | Buy |
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|
2019
Q4 | $32M | Sell |
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|
2019
Q3 | $27.1M | Buy |
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|
2019
Q2 | $25.7M | Sell |
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|
2019
Q1 | $23.9M | Buy |
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|
2018
Q4 | $22.7M | Sell |
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|
2018
Q3 | $26.4M | Buy |
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|
2018
Q2 | $24.2M | Sell |
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|
2018
Q1 | $28.8M | Sell |
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|
2017
Q4 | $29.5M | Buy |
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|
2017
Q3 | $9.11M | Sell |
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|
2017
Q2 | $8.73M | Buy |
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|
2017
Q1 | $7.89M | Sell |
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|
2016
Q4 | $8.53M | Buy |
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|
2016
Q3 | $2.93M | Buy |
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|
2016
Q2 | $276K | Buy |
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|
2016
Q1 | $251K | Buy |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $211K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $277K | Buy |
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|
2013
Q2 | $219K | Buy |
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