JP Morgan Chase
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JP Morgan Chase’s Liberty All-Star Equity Fund USA Stock Holding History

JP Morgan Chase’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$734K Buy
135,704
+135,684
+678,420% +$811K ﹤0.01% 4777
2025
Q4 		$127 Sell
20
-91
-82% -$567 ﹤0.01% 7191
2025
Q3 		$705 Buy
+111
New +$733 ﹤0.01% 7024
2025
Q2 		– Sell
-286
Closed -$1.86K – 7024
2025
Q1 		$1.87K Buy
+286
New +$1.98K ﹤0.01% 6551
2024
Q2 		– Sell
-1,000
Closed -$7.15K – 7767
2024
Q1 		$7.15K Buy
1,000
+505
+102% +$3.38K ﹤0.01% 6389
2023
Q4 		$3.16K Sell
495
-81,114
-99% -$493K ﹤0.01% 6642
2023
Q3 		$483K Buy
81,609
+20,397
+33% +$130K ﹤0.01% 4501
2023
Q2 		$396K Buy
+61,212
New +$374K ﹤0.01% 4633
2020
Q4 		– Sell
-2
Closed – – 5954
2020
Q3 		$0 Buy
+2
New +$12 ﹤0.01% 5803
2018
Q4 		– Sell
-500
Closed -$3K – 5964
2018
Q3 		$3K Buy
+500
New +$3.32K ﹤0.01% 5591
2016
Q2 		– Sell
-6,500
Closed -$32K – 4969
2016
Q1 		$32K Buy
+6,500
New +$30.7K ﹤0.01% 3998
2015
Q3 		– Sell
-142,020
Closed -$817K – 4103
2015
Q2 		$817K Buy
142,020
+3,308
+2% +$19.5K ﹤0.01% 3375
2015
Q1 		$810K Buy
138,712
+4,903
+4% +$28.5K ﹤0.01% 3313
2014
Q4 		$800K Sell
133,809
-35,204
-21% -$205K ﹤0.01% 3467
2014
Q3 		$985K Buy
+169,013
New +$1M ﹤0.01% 3340

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