QI
Qtron Investments’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4M | Buy |
35,740
+666
| +2% | +$193K | 1.32% | 12 |
|
2025
Q1 | $8.6M | Sell |
35,074
-1,398
| -4% | -$343K | 1.29% | 12 |
|
2024
Q4 | $8.74M | Sell |
36,472
-1,514
| -4% | -$363K | 1.23% | 12 |
|
2024
Q3 | $8.01M | Sell |
37,986
-309
| -0.8% | -$65.2K | 1.09% | 12 |
|
2024
Q2 | $7.75M | Hold |
38,295
| – | – | 1.12% | 12 |
|
2024
Q1 | $7.67M | Buy |
38,295
+2,887
| +8% | +$578K | 1.09% | 10 |
|
2023
Q4 | $6.02M | Buy |
35,408
+2,574
| +8% | +$438K | 0.99% | 13 |
|
2023
Q3 | $4.76M | Hold |
32,834
| – | – | 0.91% | 17 |
|
2023
Q2 | $4.78M | Buy |
32,834
+1,894
| +6% | +$275K | 0.91% | 13 |
|
2023
Q1 | $4.03M | Sell |
30,940
-1,721
| -5% | -$224K | 0.83% | 20 |
|
2022
Q4 | $4.38M | Buy |
32,661
+10,136
| +45% | +$1.36M | 0.92% | 16 |
|
2022
Q3 | $2.35M | Sell |
22,525
-998
| -4% | -$104K | 0.59% | 28 |
|
2022
Q2 | $2.65M | Buy |
23,523
+8,219
| +54% | +$926K | 0.58% | 32 |
|
2022
Q1 | $2.09M | Hold |
15,304
| – | – | 0.47% | 45 |
|
2021
Q4 | $2.42M | Hold |
15,304
| – | – | 0.55% | 37 |
|
2021
Q3 | $2.51M | Hold |
15,304
| – | – | 0.67% | 25 |
|
2021
Q2 | $2.38M | Sell |
15,304
-4,304
| -22% | -$669K | 0.6% | 29 |
|
2021
Q1 | $2.99M | Hold |
19,608
| – | – | 0.83% | 18 |
|
2020
Q4 | $2.49M | Buy |
19,608
+2,328
| +13% | +$296K | 0.67% | 24 |
|
2020
Q3 | $1.66M | Buy |
17,280
+2,313
| +15% | +$223K | 0.58% | 29 |
|
2020
Q2 | $1.41M | Sell |
14,967
-3,527
| -19% | -$332K | 0.56% | 32 |
|
2020
Q1 | $1.67M | Buy |
18,494
+3,300
| +22% | +$297K | 1% | 15 |
|
2019
Q4 | $2.12M | Buy |
15,194
+2,933
| +24% | +$409K | 1.22% | 8 |
|
2019
Q3 | $1.44M | Sell |
12,261
-1,441
| -11% | -$170K | 0.87% | 18 |
|
2019
Q2 | $1.53M | Buy |
13,702
+5,715
| +72% | +$639K | 0.95% | 13 |
|
2019
Q1 | $809K | Sell |
7,987
-2,419
| -23% | -$245K | 0.74% | 26 |
|
2018
Q4 | $1.02M | Buy |
+10,406
| New | +$1.02M | 0.78% | 14 |
|