Seizert Capital 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
Q2 | $80.9M | Buy |
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2025
Q1 | $68.2M | Sell |
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2024
Q4 | $68.3M | Buy |
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2024
Q3 | $57.4M | Sell |
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2024
Q2 | $68.3M | Sell |
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2024
Q1 | $73.8M | Buy |
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2023
Q4 | $62M | Sell |
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2023
Q3 | $55M | Buy |
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2023
Q2 | $54.3M | Sell |
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2023
Q1 | $49.4M | Sell |
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2022
Q4 | $54.2M | Sell |
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2022
Q3 | $43M | Buy |
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2022
Q2 | $46.3M | Buy |
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2022
Q1 | $54.5M | Sell |
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2021
Q4 | $64.3M | Sell |
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2021
Q3 | $72M | Buy |
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2021
Q2 | $66.9M | Buy |
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2021
Q1 | $63.7M | Sell |
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2020
Q4 | $54.8M | Sell |
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2020
Q3 | $46.4M | Buy |
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2020
Q2 | $44.1M | Buy |
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2020
Q1 | $32.6M | Sell |
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2019
Q4 | $56.6M | Sell |
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2019
Q3 | $50M | Sell |
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2019
Q2 | $49M | Sell |
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2019
Q1 | $47.7M | Buy |
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2018
Q4 | $45.1M | Buy |
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2018
Q3 | $51.5M | Sell |
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2018
Q2 | $53.5M | Hold |
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2018
Q1 | $53.5M | Sell |
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2017
Q4 | $54.7M | Sell |
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2017
Q3 | $50.2M | Sell |
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2017
Q2 | $51.9M | Sell |
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2017
Q1 | $50.6M | Sell |
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2016
Q4 | $52.4M | Sell |
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2016
Q3 | $42.9M | Sell |
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2016
Q2 | $44.4M | Sell |
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2016
Q1 | $47.4M | Sell |
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2015
Q4 | $56.9M | Sell |
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2015
Q3 | $54.4M | Sell |
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2015
Q2 | $65.5M | Sell |
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2015
Q1 | $60.6M | Sell |
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2014
Q4 | $86.3M | Sell |
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2014
Q3 | $86.5M | Buy |
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2014
Q2 | $82.7M | Buy |
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2014
Q1 | $72.1M | Sell |
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2013
Q4 | $76M | Buy |
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2013
Q3 | $65.1M | Sell |
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2013
Q2 | $74.8M | Buy |
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