Sustainable Insight Capital 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
Q2 | $2.38M | Sell |
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|
2025
Q1 | $5.24M | Sell |
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|
2024
Q4 | $5.49M | Buy |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $3.96M | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $2.35M | Buy |
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|
2018
Q4 | $633K | Buy |
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|
2018
Q3 | $496K | Sell |
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|
2018
Q2 | $1.91M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $471K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.46M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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