NorthCrest Asset Manangement’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 | $65.1M | Buy |
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|
2025
Q1 | $53.7M | Sell |
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|
2024
Q4 | $55.2M | Sell |
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|
2024
Q3 | $48.7M | Buy |
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|
2024
Q2 | $46.3M | Buy |
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|
2024
Q1 | $45.1M | Sell |
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|
2023
Q4 | $38.9M | Sell |
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|
2023
Q3 | $39.1M | Sell |
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|
2023
Q2 | $40.1M | Sell |
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|
2023
Q1 | $36M | Buy |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $25M | Buy |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $28.2M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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