J. Safra Asset Management’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 | $1.45M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26K | Sell |
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|
2016
Q2 | $42K | Sell |
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|
2016
Q1 | $381K | Sell |
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|
2015
Q4 | $715K | Buy |
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