Liontrust Investment 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
$13.9M Buy
2023
Q1
Sell
2022
Q4
$3.35M Hold
2022
Q3
$2.61M Hold
2022
Q2
$2.82M Hold
2022
Q1
$3.41M Sell
2021
Q4
$19M Buy
2021
Q3
$18.5M Buy
2020
Q4
$14.2M Buy