Osaic Holdings’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
Q3 | $383M | Buy |
|
|||||
|
2025
Q2 | $280M | Buy |
|
|||||
|
2025
Q1 | $200M | Sell |
|
|||||
|
2024
Q4 | $197M | Buy |
|
|||||
|
2024
Q3 | $186M | Sell |
|
|||||
|
2024
Q2 | $188M | Sell |
|
|||||
|
2024
Q1 | $202M | Sell |
|
|||||
|
2023
Q4 | $232M | Sell |
|
|||||
|
2023
Q3 | $257M | Buy |
|
|||||
|
2023
Q2 | $198M | Buy |
|
|||||
|
2023
Q1 | $173M | Buy |
|
|||||
|
2022
Q4 | $177M | Buy |
|
|||||
|
2022
Q3 | $125M | Buy |
|
|||||
|
2022
Q2 | $130M | Buy |
|
|||||
|
2022
Q1 | $146M | Buy |
|
|||||
|
2021
Q4 | $175M | Buy |
|
|||||
|
2021
Q3 | $173M | Buy |
|
|||||
|
2021
Q2 | $160M | Buy |
|
|||||
|
2021
Q1 | $152M | Buy |
|
|||||
|
2020
Q4 | $122M | Sell |
|
|||||
|
2020
Q3 | $94.5M | Buy |
|
|||||
|
2020
Q2 | $85.2M | Sell |
|
|||||
|
2020
Q1 | $78.1M | Buy |
|