De Burlo Group’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
$3.01M Buy
2025
Q2
$2.76M Sell
2025
Q1
$2.36M Buy
2024
Q4
$2.27M Sell
2024
Q3
$2.03M Buy
2024
Q2
$1.77M Sell
2024
Q1
$1.92M Sell
2023
Q4
$1.56M Hold
2023
Q3
$1.56M Hold
2023
Q2
$1.57M Buy
2023
Q1
$1.34M Hold
2022
Q4
$1.38M Hold
2022
Q3
$1.08M Buy
2022
Q2
Sell
2022
Q1
$1.55M Sell
2021
Q4
$1.85M Buy
2021
Q3
$1.87M Sell
2021
Q2
$11.9M Sell
2021
Q1
$20M Buy
2020
Q4
$2.19M Buy
2020
Q3
$1.65M Buy
2018
Q2
Sell
2018
Q1
$12.3M Sell
2017
Q4
$12.1M Buy