STALEY CAPITAL ADVISERS’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 | $127M | Sell |
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|
2025
Q1 | $109M | Sell |
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|
2024
Q4 | $112M | Sell |
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|
2024
Q3 | $101M | Sell |
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|
2024
Q2 | $97.2M | Sell |
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|
2024
Q1 | $97.2M | Sell |
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|
2023
Q4 | $84M | Buy |
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|
2023
Q3 | $71.2M | Sell |
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|
2023
Q2 | $71.5M | Buy |
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|
2023
Q1 | $64M | Buy |
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|
2022
Q4 | $65.4M | Sell |
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|
2022
Q3 | $51.1M | Buy |
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|
2022
Q2 | $54.1M | Buy |
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|
2022
Q1 | $63.8M | Buy |
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|
2021
Q4 | $72.8M | Sell |
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|
2021
Q3 | $76.4M | Sell |
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|
2021
Q2 | $72.9M | Sell |
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|
2021
Q1 | $71.7M | Sell |
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|
2020
Q4 | $60.4M | Sell |
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|
2020
Q3 | $47.3M | Buy |
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|
2020
Q2 | $45.6M | Buy |
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|
2020
Q1 | $43.5M | Buy |
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|
2019
Q4 | $64.7M | Buy |
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|
2019
Q3 | $54.2M | Sell |
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|
2019
Q2 | $52.2M | Sell |
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|
2019
Q1 | $47.6M | Buy |
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|
2018
Q4 | $45.1M | Buy |
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|
2018
Q3 | $51.8M | Sell |
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|
2018
Q2 | $47.8M | Buy |
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|
2018
Q1 | $49.9M | Sell |
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|
2017
Q4 | $48.7M | Sell |
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|
2017
Q3 | $43.7M | Sell |
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|
2017
Q2 | $42.1M | Buy |
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|
2017
Q1 | $37.9M | Buy |
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|
2016
Q4 | $37.1M | Buy |
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|
2016
Q3 | $28.6M | Buy |
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|
2016
Q2 | $26.7M | Buy |
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|
2016
Q1 | $24.4M | Buy |
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|
2015
Q4 | $25.3M | Sell |
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|
2015
Q3 | $23.4M | Buy |
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|
2015
Q2 | $24.7M | Sell |
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|
2015
Q1 | $22.2M | Buy |
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|
2014
Q4 | $21.4M | Buy |
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|
2014
Q3 | $18.9M | Buy |
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|
2014
Q2 | $17.7M | Buy |
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|
2014
Q1 | $16.2M | Buy |
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|
2013
Q4 | $14.9M | Buy |
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|
2013
Q3 | $12.6M | Buy |
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|
2013
Q2 | $12.5M | Buy |
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