Diversified Trust’s JPMorgan Chase JPM Stock Holding History

Diversified Trust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.8M	Sell	68,132 -7,499	-10%	-$2.17M	0.44%	29
2025 Q1	$18.6M	Buy	75,631 +1,000	+1%	+$245K	0.46%	30
2024 Q4	$17.9M	Buy	74,631 +1,308	+2%	+$314K	0.44%	32
2024 Q3	$15.5M	Buy	73,323 +1,967	+3%	+$415K	0.39%	35
2024 Q2	$14.4M	Buy	71,356 +13,098	+22%	+$2.65M	0.41%	33
2024 Q1	$11.7M	Sell	58,258 -21,613	-27%	-$4.33M	0.35%	41
2023 Q4	$13.6M	Sell	79,871 -4,482	-5%	-$762K	0.46%	34
2023 Q3	$12.2M	Sell	84,353 -30,903	-27%	-$4.48M	0.46%	33
2023 Q2	$16.8M	Buy	115,256 +7,863	+7%	+$1.14M	0.61%	26
2023 Q1	$14M	Buy	107,393 +1,246	+1%	+$162K	0.54%	26
2022 Q4	$14.2M	Buy	106,147 +2,676	+3%	+$359K	0.59%	26
2022 Q3	$10.8M	Sell	103,471 -147	-0.1%	-$15.4K	0.49%	26
2022 Q2	$11.7M	Buy	103,618 +3,244	+3%	+$365K	0.49%	27
2022 Q1	$13.7M	Buy	100,374 +11,010	+12%	+$1.5M	0.48%	26
2021 Q4	$14.2M	Buy	89,364 +4,527	+5%	+$717K	0.47%	27
2021 Q3	$13.9M	Sell	84,837 -1,442	-2%	-$236K	0.5%	29
2021 Q2	$13.4M	Sell	86,279 -1,137	-1%	-$177K	0.48%	28
2021 Q1	$13.3M	Buy	87,416 +4,597	+6%	+$700K	0.51%	26
2020 Q4	$10.5M	Sell	82,819 -4,613	-5%	-$586K	0.43%	32
2020 Q3	$8.42M	Buy	87,432 +18,972	+28%	+$1.83M	0.39%	35
2020 Q2	$6.44M	Buy	68,460 +3,322	+5%	+$312K	0.33%	38
2020 Q1	$5.86M	Buy	65,138 +2,969	+5%	+$267K	0.34%	39
2019 Q4	$8.67M	Buy	62,169 +19,415	+45%	+$2.71M	0.39%	35
2019 Q3	$5.03M	Buy	42,754 +1,802	+4%	+$212K	0.24%	46
2019 Q2	$4.58M	Buy	40,952 +29	+0.1%	+$3.24K	0.22%	48
2019 Q1	$4.14M	Buy	40,923 +1,441	+4%	+$146K	0.2%	49
2018 Q4	$3.85M	Buy	39,482 +2,254	+6%	+$220K	0.22%	44
2018 Q3	$4.2M	Sell	37,228 -98	-0.3%	-$11.1K	0.21%	44
2018 Q2	$3.89M	Buy	37,326 +2,157	+6%	+$225K	0.25%	42
2018 Q1	$3.87M	Buy	35,169 +208	+0.6%	+$22.9K	0.25%	42
2017 Q4	$3.74M	Buy	34,961 +2,195	+7%	+$235K	0.23%	43
2017 Q3	$3.13M	Buy	32,766 +40	+0.1%	+$3.82K	0.24%	41
2017 Q2	$2.99M	Buy	32,726 +24,894	+318%	+$2.28M	0.24%	42
2017 Q1	$688K	Sell	7,832 -744	-9%	-$65.4K	0.05%	128
2016 Q4	$740K	Buy	8,576 +2,344	+38%	+$202K	0.06%	118
2016 Q3	$415K	Sell	6,232 -49,251	-89%	-$3.28M	0.05%	180
2016 Q2	$3.45M	Sell	55,483 -20,090	-27%	-$1.25M	0.4%	40
2016 Q1	$4.48M	Sell	75,573 -7,423	-9%	-$440K	0.49%	33
2015 Q4	$5.48M	Buy	82,996 +823	+1%	+$54.3K	0.59%	22
2015 Q3	$5.01M	Sell	82,173 -419	-0.5%	-$25.5K	0.54%	23
2015 Q2	$5.6M	Buy	82,592 +19,896	+32%	+$1.35M	0.53%	26
2015 Q1	$3.8M	Buy	62,696 +13,622	+28%	+$825K	0.33%	48
2014 Q4	$3.07M	Buy	+49,074	New	+$3.07M	0.28%	70
2014 Q2	$2.29M	Buy	+39,747	New	+$2.29M	0.19%	115
2013 Q4	$1.68M	Sell	28,667 -101	-0.4%	-$5.91K	0.17%	111
2013 Q3	$1.49M	Buy	28,768 +10,251	+55%	+$530K	0.16%	132
2013 Q2	$978K	Buy	+18,517	New	+$978K	0.12%	180