Saturna 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
Q2 | $833K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.98M | Hold |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.37M | Hold |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.87M | Hold |
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|
2018
Q2 | $1.73M | Hold |
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|
2018
Q1 | $1.82M | Sell |
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|
2017
Q4 | $1.79M | Sell |
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|
2017
Q3 | $1.78M | Hold |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.57M | Buy |
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|
2016
Q4 | $1.42M | Hold |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.28M | Hold |
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|
2015
Q4 | $1.43M | Buy |
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|
2015
Q3 | $1.1M | Buy |
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|
2015
Q2 | $131K | Sell |
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|
2015
Q1 | $160K | Hold |
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|
2014
Q4 | $165K | Hold |
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|
2014
Q3 | $159K | Hold |
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|
2014
Q2 | $152K | Hold |
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|
2014
Q1 | $160K | Hold |
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|
2013
Q4 | $154K | Hold |
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|
2013
Q3 | $136K | Hold |
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|
2013
Q2 | $139K | Buy |
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