James Hambro & Partners’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 | $211M | Sell |
729,479
-3,973
| -0.5% | -$1.15M | 8.36% | 1 |
|
|
2025
Q1 | $180M | Buy |
733,452
+583
| +0.1% | +$143K | 7.5% | 1 |
|
|
2024
Q4 | $176M | Sell |
732,869
-12,767
| -2% | -$3.06M | 6.94% | 1 |
|
|
2024
Q3 | $157M | Sell |
745,636
-15,786
| -2% | -$3.33M | 6.55% | 1 |
|
|
2024
Q2 | $154M | Buy |
761,422
+1,000
| +0.1% | +$202K | 7.16% | 3 |
|
|
2024
Q1 | $152M | Sell |
760,422
-1,680
| -0.2% | -$336K | 7.13% | 1 |
|
|
2023
Q4 | $130M | Buy |
762,102
+25,831
| +4% | +$4.4M | 6.91% | 2 |
|
|
2023
Q3 | $107M | Sell |
736,271
-12,857
| -2% | -$1.86M | 6.92% | 3 |
|
|
2023
Q2 | $109M | Buy |
749,128
+6,588
| +0.9% | +$958K | 7.18% | 2 |
|
|
2023
Q1 | $96.7M | Buy |
742,540
+2,614
| +0.4% | +$341K | 7.07% | 2 |
|
|
2022
Q4 | $99.2M | Sell |
739,926
-12,078
| -2% | -$1.62M | 7.58% | 1 |
|
|
2022
Q3 | $78.7M | Buy |
752,004
+2,065
| +0.3% | +$216K | 6.87% | 2 |
|
|
2022
Q2 | $84.5M | Buy |
749,939
+21,417
| +3% | +$2.41M | 7.04% | 2 |
|
|
2022
Q1 | $99.3M | Buy |
728,522
+3,330
| +0.5% | +$454K | 7.05% | 3 |
|
|
2021
Q4 | $115M | Buy |
725,192
+26,749
| +4% | +$4.24M | 7.79% | 2 |
|
|
2021
Q3 | $114M | Buy |
698,443
+20,604
| +3% | +$3.37M | 8.53% | 1 |
|
|
2021
Q2 | $105M | Buy |
677,839
+11,101
| +2% | +$1.73M | 8.35% | 2 |
|
|
2021
Q1 | $102M | Buy |
666,738
+149,888
| +29% | +$22.8M | 9.39% | 1 |
|
|
2020
Q4 | $65.6M | Buy |
516,850
+24,717
| +5% | +$3.14M | 7.36% | 3 |
|
|
2020
Q3 | $47.4M | Buy |
492,133
+27,670
| +6% | +$2.66M | 6.68% | 7 |
|
|
2020
Q2 | $43.7M | Buy |
464,463
+65,285
| +16% | +$6.14M | 6.76% | 7 |
|
|
2020
Q1 | $36M | Sell |
399,178
-1,260
| -0.3% | -$114K | 7.05% | 6 |
|
|
2019
Q4 | $55.8M | Buy |
400,438
+25,157
| +7% | +$3.51M | 9.47% | 2 |
|
|
2019
Q3 | $44.2M | Buy |
+375,281
| New | +$44.2M | 8.84% | 2 |
|
|
2019
Q1 | $30.2M | Buy |
298,555
+3,734
| +1% | +$378K | 8.85% | 4 |
|
|
2018
Q4 | $28.8M | Sell |
294,821
-31,379
| -10% | -$3.07M | 11.3% | 3 |
|
|
2018
Q3 | $36.8M | Sell |
326,200
-14,022
| -4% | -$1.58M | 12.39% | 3 |
|
|
2018
Q2 | $35.5M | Sell |
340,222
-1,207
| -0.4% | -$126K | 12.96% | 2 |
|
|
2018
Q1 | $37.5M | Buy |
341,429
+35,797
| +12% | +$3.94M | 14.75% | 1 |
|
|
2017
Q4 | $32.8M | Buy |
+305,632
| New | +$32.8M | 18.17% | 1 |
|