J. Safra Sarasin Holding’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	$23.8M	Sell	82,122 -5,913	-7%	-$1.71M	0.41%	70
2025 Q1	$21.6M	Sell	88,035 -3,768	-4%	-$923K	0.39%	73
2024 Q4	$22M	Buy	91,803 +29,984	+49%	+$7.18M	0.37%	74
2024 Q3	$13M	Buy	61,819 +41,796	+209%	+$8.8M	0.23%	96
2024 Q2	$4.05M	Buy	+20,023	New	+$4.05M	0.07%	148