Manning & Napier Advisors’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 | $123M | Buy |
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|
2025
Q1 | $77.9M | Sell |
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|
2024
Q4 | $79.9M | Sell |
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|
2024
Q3 | $79M | Sell |
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|
2024
Q2 | $87.7M | Buy |
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|
2017
Q3 | $36.9M | Sell |
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|
2017
Q2 | $35.6M | Buy |
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|
2017
Q1 | $28.7M | Buy |
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|
2016
Q4 | $26.8M | Sell |
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|
2016
Q3 | $21.1M | Sell |
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|
2016
Q2 | $20.4M | Buy |
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|
2016
Q1 | $18.5M | Buy |
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|
2015
Q4 | $20.2M | Buy |
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|
2015
Q3 | $17.9M | Buy |
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|
2015
Q2 | $18.9M | Buy |
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|
2015
Q1 | $1.62M | Sell |
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|
2014
Q4 | $1.85M | Sell |
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|
2014
Q3 | $2.02M | Buy |
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