Motley Fool Asset 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
2026 Q1	$62.7M	Buy	213,168 +87,301	+69%	+$26.5M	2.7%	8
2025 Q4	$40.6M	Sell	125,867 -64,018	-34%	-$19.8M	1.58%	15
2025 Q3	$59.9M	Buy	189,885 +43,911	+30%	+$13.1M	2.47%	9
2025 Q2	$42.3M	Buy	145,974 +15,910	+12%	+$4.06M	1.95%	13
2025 Q1	$31.9M	Sell	130,064 -1,924	-1%	-$491K	1.79%	15
2024 Q4	$31.6M	Buy	131,988 +17,488	+15%	+$4.07M	1.65%	13
2024 Q3	$23.7M	Buy	114,500 +3,009	+3%	+$634K	1.4%	17
2024 Q2	$22.9M	Buy	111,491 +26,392	+31%	+$5.16M	1.52%	15
2024 Q1	$17M	Buy	85,099 +5,491	+7%	+$991K	1.1%	20
2023 Q4	$13.5M	Buy	79,608 +3,967	+5%	+$601K	1.01%	27
2023 Q3	$11M	Buy	75,641 +5,764	+8%	+$864K	0.88%	33
2023 Q2	$10.2M	Buy	69,877 +5,267	+8%	+$724K	0.9%	33
2023 Q1	$8.42M	Sell	64,610 -687	-1%	-$94.1K	0.93%	38
2022 Q4	$8.76M	Sell	65,297 -2,016	-3%	-$255K	0.99%	33
2022 Q3	$7.03M	Buy	67,313 +190	+0.3%	+$21.8K	0.69%	48
2022 Q2	$7.56M	Sell	67,123 -3,944	-6%	-$489K	0.71%	47
2022 Q1	$9.69M	Buy	+71,067	New	+$10.5M	0.71%	43
2019 Q2	–	Sell	-53,473	Closed	-$5.41M	–	175
2019 Q1	$5.41M	Buy	53,473 +8,463	+19%	+$872K	0.63%	57
2018 Q4	$4.39M	Buy	45,010 +849	+2%	+$90.5K	0.61%	57
2018 Q3	$4.98M	Buy	44,161 +7,703	+21%	+$874K	0.61%	50
2018 Q2	$3.8M	Buy	+36,458	New	+$4M	0.51%	55