James Hambro & Partners’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
Q3 | $218M | Sell |
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|
2025
Q2 | $211M | Sell |
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|
2025
Q1 | $180M | Buy |
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|
2024
Q4 | $176M | Sell |
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|
2024
Q3 | $157M | Sell |
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|
2024
Q2 | $154M | Buy |
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|
2024
Q1 | $152M | Sell |
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|
2023
Q4 | $130M | Buy |
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|
2023
Q3 | $107M | Sell |
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|
2023
Q2 | $109M | Buy |
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|
2023
Q1 | $96.7M | Buy |
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|
2022
Q4 | $99.2M | Sell |
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|
2022
Q3 | $78.7M | Buy |
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|
2022
Q2 | $84.5M | Buy |
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|
2022
Q1 | $99.3M | Buy |
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|
2021
Q4 | $115M | Buy |
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|
2021
Q3 | $114M | Buy |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $102M | Buy |
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|
2020
Q4 | $65.6M | Buy |
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|
2020
Q3 | $47.4M | Buy |
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|
2020
Q2 | $43.7M | Buy |
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|
2020
Q1 | $36M | Sell |
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|
2019
Q4 | $55.8M | Buy |
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|
2019
Q3 | $44.2M | Buy |
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|
2019
Q1 | $30.2M | Buy |
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|
2018
Q4 | $28.8M | Sell |
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|
2018
Q3 | $36.8M | Sell |
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|
2018
Q2 | $35.5M | Sell |
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|
2018
Q1 | $37.5M | Buy |
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|
2017
Q4 | $32.8M | Buy |
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