EFG Asset Management (Americas)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
55,961
-1,728
| -3% | -$501K | 2.99% | 5 |
|
|
2025
Q1 | $14.2M | Sell |
57,689
-1,071
| -2% | -$263K | 2.87% | 5 |
|
|
2024
Q4 | $14.1M | Buy |
58,760
+9,826
| +20% | +$2.36M | 2.74% | 7 |
|
|
2024
Q3 | $10.3M | Sell |
48,934
-2,362
| -5% | -$498K | 2.02% | 10 |
|
|
2024
Q2 | $10.4M | Buy |
51,296
+20,311
| +66% | +$4.11M | 2.03% | 9 |
|
|
2024
Q1 | $6.21M | Sell |
30,985
-15,098
| -33% | -$3.02M | 1.89% | 11 |
|
|
2023
Q4 | $7.84M | Sell |
46,083
-3,567
| -7% | -$607K | 1.69% | 14 |
|
|
2023
Q3 | $7.2M | Sell |
49,650
-299
| -0.6% | -$43.4K | 1.73% | 13 |
|
|
2023
Q2 | $7.26M | Sell |
49,949
-3,768
| -7% | -$548K | 1.68% | 15 |
|
|
2023
Q1 | $7M | Buy |
53,717
+3,526
| +7% | +$459K | 1.67% | 16 |
|
|
2022
Q4 | $6.73M | Sell |
50,191
-1,429
| -3% | -$192K | 1.67% | 21 |
|
|
2022
Q3 | $5.41M | Sell |
51,620
-19,775
| -28% | -$2.07M | 1.37% | 26 |
|
|
2022
Q2 | $8.06M | Buy |
71,395
+785
| +1% | +$88.6K | 1.9% | 16 |
|
|
2022
Q1 | $9.65M | Sell |
70,610
-34,370
| -33% | -$4.69M | 1.79% | 15 |
|
|
2021
Q4 | $16.7M | Buy |
104,980
+420
| +0.4% | +$66.6K | 2.8% | 5 |
|
|
2021
Q3 | $17.2M | Buy |
104,560
+6,922
| +7% | +$1.14M | 3.05% | 3 |
|
|
2021
Q2 | $15.2M | Buy |
97,638
+2,242
| +2% | +$349K | 2.83% | 4 |
|
|
2021
Q1 | $14.5M | Buy |
95,396
+4,346
| +5% | +$663K | 2.97% | 3 |
|
|
2020
Q4 | $11.6M | Buy |
91,050
+3,542
| +4% | +$451K | 2.37% | 6 |
|
|
2020
Q3 | $8.43M | Buy |
87,508
+6,998
| +9% | +$674K | 1.89% | 11 |
|
|
2020
Q2 | $7.58M | Buy |
80,510
+29,104
| +57% | +$2.74M | 1.97% | 12 |
|
|
2020
Q1 | $4.64M | Sell |
51,406
-98,341
| -66% | -$8.88M | 1.49% | 19 |
|
|
2019
Q4 | $8.03M | Buy |
149,747
+110,086
| +278% | +$5.9M | 2.12% | 8 |
|
|
2019
Q3 | $4.73M | Sell |
39,661
-914
| -2% | -$109K | 1.42% | 24 |
|
|
2019
Q2 | $4.59M | Sell |
40,575
-1,323
| -3% | -$150K | 1.31% | 26 |
|
|
2019
Q1 | $4.29M | Sell |
41,898
-16,470
| -28% | -$1.69M | 1.3% | 25 |
|
|
2018
Q4 | $5.75M | Buy |
58,368
+1,880
| +3% | +$185K | 2.07% | 11 |
|
|
2018
Q3 | $6.43M | Buy |
56,488
+1,037
| +2% | +$118K | 1.84% | 15 |
|
|
2018
Q2 | $5.83M | Buy |
55,451
+13,556
| +32% | +$1.43M | 1.76% | 15 |
|
|
2018
Q1 | $4.66M | Sell |
41,895
-618
| -1% | -$68.7K | 1.93% | 12 |
|
|
2017
Q4 | $4.59M | Buy |
42,513
+10,560
| +33% | +$1.14M | 1.66% | 13 |
|
|
2017
Q3 | $3.09M | Buy |
31,953
+26,793
| +519% | +$2.59M | 1.17% | 23 |
|
|
2017
Q2 | $472K | Buy |
+5,160
| New | +$472K | 0.18% | 90 |
|