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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $16.1M | Buy |
|
|||||
|
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 |
|