Saranac Partners’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
Q4 | $284K | Sell |
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|
2025
Q3 | $8.51M | Buy |
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|
2025
Q2 | $7.35M | Sell |
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|
2025
Q1 | $6.29M | Buy |
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|
2024
Q4 | $5.82M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $321K | Buy |
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