Deltec Asset 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 | $2.18M | Hold |
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|
2025
Q2 | $2.01M | Hold |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $680K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $646K | Hold |
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|
2023
Q4 | $549K | Hold |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $380K | Hold |
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $767K | Sell |
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|
2018
Q2 | $2.64M | Hold |
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|
2018
Q1 | $2.78M | Buy |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $267K | Hold |
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|
2017
Q2 | $256K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.95M | Buy |
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|
2015
Q3 | $1.7M | Buy |
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|
2015
Q2 | $1.08M | Hold |
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|
2015
Q1 | $969K | Hold |
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|
2014
Q4 | $1M | Hold |
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|
2014
Q3 | $964K | Sell |
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|
2014
Q2 | $2.28M | Hold |
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|
2014
Q1 | $2.4M | Hold |
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|
2013
Q4 | $2.32M | Hold |
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|
2013
Q3 | $2.05M | Buy |
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|
2013
Q2 | $1.56M | Buy |
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