Greenline Partners’s JPMorgan Chase JPM Stock Holding History

Greenline Partners’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.3M	Buy	14,816 +541	+4%	+$157K	0.58%	45
2025 Q1	$3.5M	Buy	14,275 +174	+1%	+$42.7K	0.51%	53
2024 Q4	$3.38M	Sell	14,101 -172	-1%	-$41.2K	0.47%	58
2024 Q3	$3.01M	Sell	14,273 -5,019	-26%	-$1.06M	0.43%	54
2024 Q2	$3.96M	Sell	19,292 -12,928	-40%	-$2.66M	0.6%	46
2024 Q1	$6.45M	Sell	32,220 -386	-1%	-$77.3K	1.03%	25
2023 Q4	$5.55M	Buy	32,606 +30	+0.1%	+$5.1K	0.94%	28
2023 Q3	$4.72M	Sell	32,576 -79	-0.2%	-$11.5K	0.89%	32
2023 Q2	$4.75M	Sell	32,655 -232	-0.7%	-$33.7K	0.89%	29
2023 Q1	$4.29M	Sell	32,887 -3,257	-9%	-$424K	0.82%	33
2022 Q4	$4.85M	Sell	36,144 -7,138	-16%	-$957K	0.96%	35
2022 Q3	$4.52M	Sell	43,282 -144	-0.3%	-$15K	1.03%	31
2022 Q2	$4.89M	Sell	43,426 -40	-0.1%	-$4.5K	1.06%	28
2022 Q1	$5.93M	Buy	43,466 +6,212	+17%	+$847K	1.11%	28
2021 Q4	$5.9M	Sell	37,254 -975	-3%	-$154K	1.11%	28
2021 Q3	$6.26M	Buy	38,229 +12,484	+48%	+$2.04M	1.31%	25
2021 Q2	$4M	Buy	25,745 +247	+1%	+$38.4K	0.82%	31
2021 Q1	$3.88M	Buy	25,498 +456	+2%	+$69.4K	0.85%	31
2020 Q4	$3.18M	Sell	25,042 -210	-0.8%	-$26.7K	0.73%	34
2020 Q3	$2.43M	Sell	25,252 -60,173	-70%	-$5.79M	0.62%	42
2020 Q2	$8.04M	Buy	85,425 +2,287	+3%	+$215K	2.13%	14
2020 Q1	$7.49M	Sell	83,138 -4,819	-5%	-$434K	2.42%	10
2019 Q4	$12.3M	Sell	87,957 -16,066	-15%	-$2.24M	3.08%	4
2019 Q3	$12.2M	Buy	104,023 +1,218	+1%	+$143K	3.51%	3
2019 Q2	$11.5M	Buy	102,805 +122	+0.1%	+$13.6K	3.63%	8
2019 Q1	$10.4M	Buy	102,683 +2,570	+3%	+$260K	3.41%	7
2018 Q4	$11.4M	Hold	100,113	–	–	3.59%	7
2018 Q3	$11.4M	Sell	100,113 -1,020	-1%	-$117K	3.59%	7
2018 Q2	$10.5M	Sell	101,133 -20,524	-17%	-$2.14M	3.45%	7
2018 Q1	$13.4M	Buy	121,657 +2,374	+2%	+$261K	4.45%	3
2017 Q4	$12.8M	Buy	+119,283	New	+$12.8M	4.23%	4