Permanens Capital’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
$6.66M Buy
2025
Q2
$5.47M Buy
2025
Q1
$4.12M Buy
2024
Q4
$3.7M Hold
2024
Q3
$3.25M Sell
2024
Q2
$6.06M Buy
2024
Q1
$5.36M Sell
2023
Q4
$4.72M Buy
2023
Q3
$3.1M Buy
2023
Q2
$2.99M Sell
2023
Q1
$4.35M Buy
2022
Q4
$3.27M Sell
2022
Q3
$2.87M Sell
2022
Q2
$4.18M Hold
2022
Q1
$5.06M Sell
2021
Q4
$8.46M Hold
2021
Q3
$8.74M Buy
2021
Q2
$8M Buy
2021
Q1
$7.28M Buy
2020
Q4
$5.34M Buy
2020
Q1
Sell
2019
Q4
$50K Buy