Quilter Plc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208M | Sell |
715,816
-8,179
| -1% | -$2.37M | 3.79% | 6 |
|
|
2025
Q1 | $178M | Sell |
723,995
-10,992
| -1% | -$2.7M | 3.69% | 6 |
|
|
2024
Q4 | $176M | Sell |
734,987
-23,458
| -3% | -$5.62M | 3.48% | 8 |
|
|
2024
Q3 | $160M | Sell |
758,445
-13,829
| -2% | -$2.92M | 3.26% | 8 |
|
|
2024
Q2 | $156M | Sell |
772,274
-6,752
| -0.9% | -$1.37M | 3.5% | 8 |
|
|
2024
Q1 | $156M | Sell |
779,026
-1,850
| -0.2% | -$371K | 3.69% | 8 |
|
|
2023
Q4 | $133M | Buy |
780,876
+1,045
| +0.1% | +$178K | 4.48% | 4 |
|
|
2023
Q3 | $778M | Sell |
779,831
-17,748
| -2% | -$17.7M | 3.07% | 12 |
|
|
2023
Q2 | $791M | Sell |
797,579
-14,517
| -2% | -$14.4M | 3.07% | 11 |
|
|
2023
Q1 | $806M | Sell |
812,096
-25,511
| -3% | -$25.3M | 3.1% | 12 |
|
|
2022
Q4 | $112M | Buy |
837,607
+24,178
| +3% | +$3.24M | 3.7% | 7 |
|
|
2022
Q3 | $85M | Buy |
813,429
+14,334
| +2% | +$1.5M | 3.05% | 7 |
|
|
2022
Q2 | $90M | Buy |
799,095
+15,539
| +2% | +$1.75M | 3.04% | 7 |
|
|
2022
Q1 | $107M | Buy |
783,556
+76,665
| +11% | +$10.5M | 2.9% | 8 |
|
|
2021
Q4 | $114M | Buy |
706,891
+77,096
| +12% | +$12.5M | 2.98% | 8 |
|
|
2021
Q3 | $103M | Buy |
629,795
+29,405
| +5% | +$4.81M | 2.88% | 7 |
|
|
2021
Q2 | $93.4M | Buy |
600,390
+26,334
| +5% | +$4.1M | 2.69% | 7 |
|
|
2021
Q1 | $87.4M | Buy |
574,056
+37,926
| +7% | +$5.77M | 2.76% | 7 |
|
|
2020
Q4 | $68.1M | Buy |
536,130
+26,671
| +5% | +$3.39M | 2.33% | 8 |
|
|
2020
Q3 | $49M | Buy |
509,459
+16,029
| +3% | +$1.54M | 1.94% | 8 |
|
|
2020
Q2 | $46.4M | Buy |
493,430
+23,110
| +5% | +$2.17M | 2.27% | 7 |
|
|
2020
Q1 | $42.3M | Buy |
470,320
+3,761
| +0.8% | +$339K | 2.8% | 6 |
|
|
2019
Q4 | $65M | Buy |
+466,559
| New | +$65M | 3.82% | 6 |
|