Liberty Capital Management’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 | $7.65M | Buy |
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|
2025
Q1 | $6.44M | Buy |
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|
2024
Q4 | $6.18M | Buy |
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|
2024
Q3 | $5.42M | Sell |
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|
2024
Q2 | $5.21M | Buy |
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|
2024
Q1 | $5.09M | Buy |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $3.72M | Buy |
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|
2023
Q2 | $3.69M | Buy |
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|
2023
Q1 | $3.27M | Buy |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.59M | Sell |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $3.56M | Sell |
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|
2021
Q1 | $3.53M | Buy |
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|
2020
Q4 | $2.68M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $2.09M | Buy |
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|
2019
Q2 | $1.94M | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.54M | Buy |
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $905K | Buy |
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|
2016
Q4 | $638K | Sell |
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|
2016
Q3 | $539K | Sell |
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|
2016
Q2 | $710K | Buy |
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|
2016
Q1 | $509K | Sell |
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|
2015
Q4 | $594K | Sell |
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|
2015
Q3 | $573K | Sell |
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|
2015
Q2 | $664K | Hold |
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|
2015
Q1 | $594K | Hold |
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|
2014
Q4 | $613K | Hold |
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|
2014
Q3 | $591K | Sell |
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|
2014
Q2 | $571K | Sell |
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|
2014
Q1 | $607K | Hold |
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|
2013
Q4 | $585K | Sell |
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|
2013
Q3 | $569K | Sell |
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|
2013
Q2 | $586K | Buy |
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