Sequent Asset Management’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
Q3 | $763K | Buy |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $579K | Buy |
|
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $488K | Buy |
|
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $848K | Sell |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $1.2M | Buy |
|