Edmond de Rothschild Holding’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $96.7M | Buy |
328,627
+160,491
| +95% | +$48.7M | 1.4% | 15 |
|
|
2025
Q4 | $54.2M | Buy |
168,136
+11,087
| +7% | +$3.43M | 0.77% | 30 |
|
|
2025
Q3 | $49.5M | Buy |
157,049
+9,812
| +7% | +$2.92M | 0.77% | 28 |
|
|
2025
Q2 | $42.7M | Buy |
147,237
+41,689
| +39% | +$10.6M | 0.68% | 37 |
|
|
2025
Q1 | $25.9M | Sell |
105,548
-5,662
| -5% | -$1.44M | 0.46% | 58 |
|
|
2024
Q4 | $26.7M | Buy |
111,210
+22,701
| +26% | +$5.29M | 0.46% | 60 |
|
|
2024
Q3 | $18.7M | Sell |
88,509
-2
| -0% | -$421 | 0.3% | 87 |
|
|
2024
Q2 | $17.9M | Sell |
88,511
-5,177
| -6% | -$1.01M | 0.3% | 83 |
|
|
2024
Q1 | $18.8M | Sell |
93,688
-43,773
| -32% | -$7.9M | 0.31% | 84 |
|
|
2023
Q4 | $23.4M | Buy |
137,461
+4,694
| +4% | +$711K | 0.42% | 63 |
|
|
2023
Q3 | $19.3M | Sell |
132,767
-8,755
| -6% | -$1.31M | 0.39% | 69 |
|
|
2023
Q2 | $20.6M | Buy |
141,522
+8,881
| +7% | +$1.22M | 0.41% | 66 |
|
|
2023
Q1 | $17.3M | Sell |
132,641
-9,263
| -7% | -$1.27M | 0.39% | 70 |
|
|
2022
Q4 | $19M | Sell |
141,904
-84,317
| -37% | -$10.7M | 0.44% | 65 |
|
|
2022
Q3 | $23.6M | Sell |
226,221
-19,840
| -8% | -$2.28M | 0.62% | 48 |
|
|
2022
Q2 | $27.7M | Sell |
246,061
-130,398
| -35% | -$16.2M | 0.67% | 45 |
|
|
2022
Q1 | $51.3M | Sell |
376,459
-199,524
| -35% | -$29.5M | 1.12% | 20 |
|
|
2021
Q4 | $91.2M | Buy |
575,983
+127,743
| +28% | +$21M | 1.97% | 5 |
|
|
2021
Q3 | $73.4M | Buy |
448,240
+100,189
| +29% | +$15.7M | 1.7% | 7 |
|
|
2021
Q2 | $54.1M | Sell |
348,051
-12,171
| -3% | -$1.91M | 1.25% | 15 |
|
|
2021
Q1 | $54.8M | Buy |
360,222
+23,565
| +7% | +$3.39M | 1.5% | 8 |
|
|
2020
Q4 | $42.8M | Sell |
336,657
-23,689
| -7% | -$2.65M | 1.44% | 10 |
|
|
2020
Q3 | $34.7M | Sell |
360,346
-32,027
| -8% | -$3.15M | 1.37% | 11 |
|
|
2020
Q2 | $36.9M | Buy |
392,373
+45,001
| +13% | +$4.27M | 1.52% | 12 |
|
|
2020
Q1 | $31.3M | Buy |
347,372
+24,810
| +8% | +$3.01M | 1.64% | 11 |
|
|
2019
Q4 | $45M | Sell |
322,562
-107,587
| -25% | -$13.8M | 1.77% | 8 |
|
|
2019
Q3 | $50.6M | Sell |
430,149
-69,624
| -14% | -$7.88M | 2.02% | 6 |
|
|
2019
Q2 | $55.9M | Sell |
499,773
-43,669
| -8% | -$4.81M | 2.1% | 6 |
|
|
2019
Q1 | $55M | Buy |
543,442
+28,696
| +6% | +$2.96M | 1.9% | 14 |
|
|
2018
Q4 | $50.2M | Buy |
514,746
+28,946
| +6% | +$3.08M | 1.76% | 16 |
|
|
2018
Q3 | $54.8M | Sell |
485,800
-6,990
| -1% | -$793K | 1.56% | 16 |
|
|
2018
Q2 | $51.3M | Buy |
492,790
+20,943
| +4% | +$2.3M | 1.47% | 17 |
|
|
2018
Q1 | $51.9M | Sell |
471,847
-7,957
| -2% | -$901K | 1.51% | 12 |
|
|
2017
Q4 | $51.3M | Sell |
479,804
-75,137
| -14% | -$7.61M | 1.47% | 14 |
|
|
2017
Q3 | $53M | Sell |
554,941
-284,005
| -34% | -$26.2M | 1.51% | 12 |
|
|
2017
Q2 | $76.7M | Sell |
838,946
-44,100
| -5% | -$3.81M | 2.16% | 7 |
|
|
2017
Q1 | $77.6M | Buy |
883,046
+20,375
| +2% | +$1.8M | 2.06% | 8 |
|
|
2016
Q4 | $74.4M | Sell |
862,671
-78,744
| -8% | -$6M | 2.06% | 7 |
|
|
2016
Q3 | $62.7M | Sell |
941,415
-50,900
| -5% | -$3.32M | 1.9% | 9 |
|
|
2016
Q2 | $61.7M | Sell |
992,315
-81,784
| -8% | -$5.11M | 1.98% | 8 |
|
|
2016
Q1 | $63.6M | Sell |
1,074,099
-186,810
| -15% | -$10.9M | 2.03% | 5 |
|
|
2015
Q4 | $83.3M | Sell |
1,260,909
-254,833
| -17% | -$16.6M | 2.21% | 5 |
|
|
2015
Q3 | $92.4M | Sell |
1,515,742
-77,277
| -5% | -$5.06M | 2.28% | 5 |
|
|
2015
Q2 | $108M | Buy |
+1,593,019
| New | +$104M | 2.32% | 5 |
|
Other funds holding JPM
VCM
VPM
