Hirtle Callaghan & Co’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
Q2 | – | Sell |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $877K | Buy |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $488K | Hold |
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|
2018
Q3 | $564K | Hold |
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|
2018
Q2 | $521K | Hold |
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|
2018
Q1 | $550K | Hold |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $509K | Buy |
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|
2017
Q2 | $30K | Sell |
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|
2017
Q1 | $36K | Hold |
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|
2016
Q4 | $36K | Sell |
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|
2016
Q3 | $444K | Buy |
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|
2016
Q2 | $352K | Sell |
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|
2016
Q1 | $345K | Buy |
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|
2015
Q4 | $305K | Sell |
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|
2015
Q3 | $417K | Hold |
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|
2015
Q2 | $462K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.04M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.97M | Hold |
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|
2014
Q1 | $2.08M | Buy |
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|
2013
Q4 | $1.97M | Hold |
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|
2013
Q3 | $1.74M | Buy |
|