JTC Employer Solutions Trustee’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 | $71.5M | Sell |
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|
2025
Q1 | $75.5M | Sell |
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|
2024
Q4 | $74M | Sell |
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|
2024
Q3 | $65.7M | Sell |
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|
2024
Q2 | $64.2M | Sell |
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|
2024
Q1 | $64.6M | Sell |
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|
2023
Q4 | $56.9M | Sell |
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|
2023
Q3 | $48.8M | Sell |
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|
2023
Q2 | $49.7M | Hold |
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|
2023
Q1 | $44.5M | Sell |
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|
2022
Q4 | $45.9M | Sell |
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|
2022
Q3 | $39M | Buy |
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|
2022
Q2 | $5.51M | Sell |
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|
2022
Q1 | $6.79M | Hold |
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|
2021
Q4 | $7.89M | Hold |
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|
2021
Q3 | $8.16M | Hold |
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|
2021
Q2 | $7.74M | Buy |
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