Marietta Investment Partners’s JPMorgan Chase JPM Stock Holding History

Marietta Investment Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.62M	Sell	29,735 -497	-2%	-$144K	1.89%	12
2025 Q1	$7.42M	Buy	30,232 +607	+2%	+$149K	1.79%	13
2024 Q4	$7.1M	Buy	29,625 +8,200	+38%	+$1.97M	1.56%	19
2024 Q3	$4.52M	Buy	21,425 +9,442	+79%	+$1.99M	0.96%	34
2024 Q2	$2.42M	Buy	11,983 +20	+0.2%	+$4.05K	0.53%	49
2024 Q1	$2.4M	Sell	11,963 -20	-0.2%	-$4.01K	0.52%	50
2023 Q4	$2.04M	Buy	11,983 +149	+1%	+$25.3K	0.51%	56
2023 Q3	$1.72M	Sell	11,834 -6	-0.1%	-$870	0.48%	54
2023 Q2	$1.72M	Buy	11,840 +40	+0.3%	+$5.82K	0.45%	54
2023 Q1	$1.54M	Sell	11,800 -48	-0.4%	-$6.26K	0.43%	48
2022 Q4	$1.59M	Sell	11,848 -445	-4%	-$59.7K	0.45%	50
2022 Q3	$1.61M	Sell	12,293 -63	-0.5%	-$8.23K	0.48%	47
2022 Q2	$1.39M	Sell	12,356 -11,225	-48%	-$1.26M	0.41%	55
2022 Q1	$3.22M	Sell	23,581 -300	-1%	-$40.9K	0.73%	41
2021 Q4	$3.78M	Buy	23,881 +250	+1%	+$39.6K	0.8%	39
2021 Q3	$3.87M	Buy	23,631 +677	+3%	+$111K	0.89%	37
2021 Q2	$3.57M	Buy	22,954 +770	+3%	+$120K	0.81%	38
2021 Q1	$3.38M	Buy	22,184 +3,002	+16%	+$457K	0.83%	36
2020 Q4	$2.44M	Buy	19,182 +1,861	+11%	+$236K	0.62%	44
2020 Q3	$1.67M	Buy	17,321 +40	+0.2%	+$3.85K	0.5%	45
2020 Q2	$1.63M	Buy	17,281 +850	+5%	+$79.9K	0.54%	44
2020 Q1	$1.48M	Sell	16,431 -25,048	-60%	-$2.25M	0.63%	39
2019 Q4	$5.78M	Buy	41,479 +27,874	+205%	+$3.89M	1.89%	18
2019 Q3	$1.6M	Hold	13,605	–	–	0.55%	46
2019 Q2	$1.52M	Buy	13,605 +9,460	+228%	+$1.06M	0.5%	53
2019 Q1	$420K	Buy	4,145 +150	+4%	+$15.2K	0.13%	104
2018 Q4	$390K	Sell	3,995 -1,055	-21%	-$103K	0.15%	96
2018 Q3	$570K	Hold	5,050	–	–	0.17%	91
2018 Q2	$526K	Hold	5,050	–	–	0.16%	96
2018 Q1	$555K	Hold	5,050	–	–	0.17%	92
2017 Q4	$540K	Buy	5,050 +2,540	+101%	+$272K	0.15%	97
2017 Q3	$240K	Hold	2,510	–	–	0.07%	122
2017 Q2	$229K	Hold	2,510	–	–	0.07%	125
2017 Q1	$220K	Buy	+2,510	New	+$220K	0.07%	128