Siemens Fonds Invest’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 | $24.5M | Buy |
84,679
+4,828
| +6% | +$1.4M | 1.44% | 9 |
|
|
2025
Q1 | $19.6M | Buy |
79,851
+731
| +0.9% | +$179K | 1.35% | 10 |
|
|
2024
Q4 | $18.9M | Buy |
79,120
+4,146
| +6% | +$992K | 1.27% | 10 |
|
|
2024
Q3 | $15.8M | Sell |
74,974
-603
| -0.8% | -$127K | 1.26% | 10 |
|
|
2024
Q2 | $15.3M | Sell |
75,577
-77
| -0.1% | -$15.6K | 1.14% | 11 |
|
|
2024
Q1 | $15.2M | Sell |
75,654
-3,134
| -4% | -$628K | 1.17% | 10 |
|
|
2023
Q4 | $13.4M | Buy |
78,788
+7,077
| +10% | +$1.2M | 1.1% | 11 |
|
|
2023
Q3 | $10.4M | Buy |
71,711
+1,369
| +2% | +$199K | 1.05% | 13 |
|
|
2023
Q2 | $10.2M | Hold |
70,342
| – | – | 0.99% | 15 |
|
|
2023
Q1 | $9.17M | Sell |
70,342
-3,745
| -5% | -$488K | 0.96% | 19 |
|
|
2022
Q4 | $9.94M | Sell |
74,087
-1,133
| -2% | -$152K | 0.99% | 15 |
|
|
2022
Q3 | $7.86M | Sell |
75,220
-2,082
| -3% | -$218K | 0.9% | 23 |
|
|
2022
Q2 | $8.71M | Sell |
77,302
-735
| -0.9% | -$82.8K | 0.92% | 21 |
|
|
2022
Q1 | $10.6M | Sell |
78,037
-588
| -0.7% | -$80.2K | 0.86% | 19 |
|
|
2021
Q4 | $12.5M | Buy |
78,625
+1,371
| +2% | +$217K | 0.82% | 16 |
|
|
2021
Q3 | $12.6M | Buy |
77,254
+3,219
| +4% | +$527K | 0.84% | 14 |
|
|
2021
Q2 | $11.5M | Sell |
74,035
-4,089
| -5% | -$636K | 1.37% | 12 |
|
|
2021
Q1 | $11.9M | Sell |
78,124
-2,097
| -3% | -$319K | 1.15% | 17 |
|
|
2020
Q4 | $10.1M | Buy |
+80,221
| New | +$10.1M | 1.04% | 23 |
|