Osterweis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Buy |
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|
2025
Q1 | $34M | Buy |
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|
2024
Q4 | $33.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $52M | Buy |
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|
2021
Q3 | $53.3M | Sell |
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|
2021
Q2 | $53.8M | Sell |
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|
2021
Q1 | $58.2M | Buy |
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|
2020
Q4 | $38M | Buy |
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|
2020
Q3 | $23.9M | Buy |
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|
2020
Q2 | $17.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $23.8M | Sell |
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|
2018
Q3 | $39.6M | Sell |
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|
2018
Q2 | $40.6M | Sell |
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|
2018
Q1 | $47.2M | Buy |
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|
2017
Q4 | $28.3M | Buy |
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|
2017
Q3 | $25M | Sell |
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|
2017
Q2 | $28.3M | Sell |
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|
2017
Q1 | $27.6M | Sell |
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|
2016
Q4 | $30.7M | Sell |
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|
2016
Q3 | $29M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $398K | Hold |
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|
2014
Q2 | $380K | Sell |
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|
2014
Q1 | $439K | Hold |
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|
2013
Q4 | $423K | Hold |
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|
2013
Q3 | $373K | Sell |
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|
2013
Q2 | $476K | Buy |
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