Karpas Strategies’s JPMorgan Chase JPM Stock Holding History

Karpas Strategies’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.78M	Buy
2024 Q1	$3.74M	Buy
2023 Q4	$3.17M	Sell
2023 Q3	$2.91M	Sell
2023 Q2	$3.1M	Sell
2023 Q1	$2.8M	Sell
2022 Q4	$2.9M	Buy
2022 Q3	$2.25M	Buy
2022 Q2	$2.42M	Buy
2022 Q1	$2.89M	Buy
2021 Q4	$3.28M	Buy
2021 Q3	$2.58M	Buy
2021 Q2	$2.35M	Buy
2021 Q1	$2.3M	Sell
2020 Q4	$1.97M	Buy
2020 Q3	$1.49M	Buy
2020 Q2	$1.45M	Buy
2020 Q1	$1.39M	Buy
2019 Q4	$2.14M	Buy
2019 Q3	$1.81M	Buy
2019 Q2	$1.72M	Buy
2019 Q1	$1.55M	Sell
2018 Q4	$1.5M	Buy
2018 Q3	$1.73M	Buy
2018 Q2	$1.6M	Buy
2018 Q1	$1.69M	Sell
2017 Q4	$1.65M	Buy
2017 Q3	$1.47M	Buy
2017 Q2	$1.41M	Buy
2017 Q1	$1.35M	Buy
2016 Q4	$1.32M	Buy
2016 Q3	$1.02M	Buy
2016 Q2	$952K	Buy
2016 Q1	$906K	Buy
2015 Q4	$1.01M	Buy
2015 Q3	$931K	Buy
2015 Q2	$1.03M	Buy
2015 Q1	$923K	Buy
2014 Q4	$952K	Buy
2014 Q3	$915K	Buy
2014 Q2	$874K	Buy
2014 Q1	$920K	Buy
2013 Q4	$886K	Buy
2013 Q3	$782K	Buy
2013 Q2	$798K	Buy