Franklin Street Advisors’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 | $46.2M | Buy |
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|
2025
Q2 | $42.2M | Sell |
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|
2025
Q1 | $36.7M | Sell |
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|
2024
Q4 | $36M | Sell |
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|
2024
Q3 | $31.9M | Sell |
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|
2024
Q2 | $30.7M | Sell |
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|
2024
Q1 | $31.4M | Sell |
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|
2023
Q4 | $26.8M | Sell |
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|
2023
Q3 | $26.7M | Sell |
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|
2023
Q2 | $28.1M | Buy |
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|
2023
Q1 | $21.6M | Sell |
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|
2022
Q4 | $25.4M | Buy |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | $18.2M | Sell |
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|
2022
Q1 | $26.3M | Sell |
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|
2021
Q4 | $35.8M | Sell |
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|
2021
Q3 | $37.5M | Buy |
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|
2021
Q2 | $32.9M | Sell |
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|
2021
Q1 | $35M | Sell |
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|
2020
Q4 | $29.9M | Buy |
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|
2020
Q3 | $22M | Buy |
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|
2020
Q2 | $21.2M | Buy |
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|
2020
Q1 | $16.7M | Buy |
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|
2019
Q4 | $22.9M | Buy |
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|
2019
Q3 | $17.8M | Buy |
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|
2019
Q2 | $16.8M | Buy |
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|
2019
Q1 | $14.9M | Sell |
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|
2018
Q4 | $15.4M | Sell |
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|
2018
Q3 | $18.5M | Sell |
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|
2018
Q2 | $17.5M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $15.2M | Buy |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $9.23M | Buy |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $866K | Buy |
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|
2016
Q1 | $820K | Buy |
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|
2015
Q4 | $807K | Sell |
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|
2015
Q3 | $758K | Sell |
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|
2015
Q2 | $874K | Buy |
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|
2015
Q1 | $780K | Buy |
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|
2014
Q4 | $781K | Buy |
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|
2014
Q3 | $729K | Sell |
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|
2014
Q2 | $717K | Buy |
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|
2014
Q1 | $664K | Sell |
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|
2013
Q4 | $685K | Sell |
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|
2013
Q3 | $609K | Hold |
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|
2013
Q2 | $623K | Buy |
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