Pathstone Family Office’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $34.5M | Buy |
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|
2023
Q2 | $8.52M | Buy |
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|
2023
Q1 | $7.69M | Sell |
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|
2022
Q4 | $24.1M | Buy |
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|
2022
Q3 | $16.7M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.28M | Buy |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $615K | Buy |
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|
2020
Q1 | $500K | Buy |
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|
2019
Q4 | $6.58M | Sell |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $2.01M | Buy |
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|
2019
Q1 | $1.66M | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $162K | Sell |
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|
2018
Q2 | $552K | Buy |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | $156K | Buy |
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|
2017
Q3 | $136K | Sell |
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|
2017
Q2 | $550K | Buy |
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|
2017
Q1 | $526K | Sell |
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|
2016
Q4 | $537K | Buy |
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|
2016
Q3 | $93K | Sell |
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|
2016
Q2 | $92K | Buy |
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|
2016
Q1 | $77K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $82K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $71K | Buy |
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