North Point Portfolio Managers’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 | $890K | Hold |
|
|||||
|
2025
Q1 | $753K | Hold |
|
|||||
|
2024
Q4 | $736K | Hold |
|
|||||
|
2024
Q3 | $647K | Hold |
|
|||||
|
2024
Q2 | $621K | Buy |
|
|||||
|
2024
Q1 | $588K | Hold |
|
|||||
|
2023
Q4 | $500K | Buy |
|
|||||
|
2023
Q3 | $381K | Buy |
|
|||||
|
2023
Q2 | $378K | Hold |
|
|||||
|
2023
Q1 | $339K | Hold |
|
|||||
|
2022
Q4 | $349K | Sell |
|
|||||
|
2022
Q3 | $305K | Sell |
|
|||||
|
2022
Q2 | $340K | Hold |
|
|||||
|
2022
Q1 | $412K | Hold |
|
|||||
|
2021
Q4 | $478K | Sell |
|
|||||
|
2021
Q3 | $499K | Buy |
|
|||||
|
2021
Q2 | $467K | Hold |
|
|||||
|
2021
Q1 | $457K | Buy |
|
|||||
|
2020
Q4 | $369K | Buy |
|
|||||
|
2020
Q3 | $251K | Sell |
|
|||||
|
2020
Q2 | $248K | Hold |
|
|||||
|
2020
Q1 | $237K | Hold |
|
|||||
|
2019
Q4 | $367K | Sell |
|
|||||
|
2019
Q3 | $322K | Hold |
|
|||||
|
2019
Q2 | $306K | Sell |
|
|||||
|
2019
Q1 | $278K | Hold |
|
|||||
|
2018
Q4 | $268K | Hold |
|
|||||
|
2018
Q3 | $310K | Sell |
|
|||||
|
2018
Q2 | $296K | Sell |
|
|||||
|
2018
Q1 | $333K | Buy |
|
|||||
|
2017
Q4 | $302K | Sell |
|
|||||
|
2017
Q3 | $271K | Hold |
|
|||||
|
2017
Q2 | $259K | Hold |
|
|||||
|
2017
Q1 | $249K | Buy |
|
|||||
|
2016
Q4 | $227K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $209K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $222K | Hold |
|
|||||
|
2015
Q3 | $205K | Hold |
|
|||||
|
2015
Q2 | $228K | Sell |
|
|||||
|
2015
Q1 | $213K | Hold |
|
|||||
|
2014
Q4 | $220K | Hold |
|
|||||
|
2014
Q3 | $212K | Hold |
|
|||||
|
2014
Q2 | $203K | Hold |
|
|||||
|
2014
Q1 | $214K | Sell |
|
|||||
|
2013
Q4 | $217K | Sell |
|
|||||
|
2013
Q3 | $217K | Hold |
|
|||||
|
2013
Q2 | $221K | Buy |
|