Sustainable Insight Capital Management’s JPMorgan Chase JPM Stock Holding History

Sustainable Insight Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.38M	Sell	8,225 -13,127	-61%	-$3.81M	1.08%	24
2025 Q1	$5.24M	Sell	21,352 -1,543	-7%	-$378K	2.61%	13
2024 Q4	$5.49M	Buy	22,895 +6,147	+37%	+$1.47M	2.4%	14
2024 Q3	$3.53M	Sell	16,748 -3,300	-16%	-$696K	1.6%	21
2024 Q2	$4.05M	Buy	20,048 +4,200	+27%	+$849K	2.03%	11
2024 Q1	$3.17M	Buy	15,848 +100	+0.6%	+$20K	2.29%	12
2023 Q4	$2.68M	Sell	15,748 -5,600	-26%	-$953K	2.18%	12
2023 Q3	$3.1M	Sell	21,348 -5,900	-22%	-$856K	3.03%	12
2023 Q2	$3.96M	Buy	27,248 +23,424	+613%	+$3.41M	3.67%	13
2023 Q1	$498K	Buy	3,824 +800	+26%	+$104K	0.5%	46
2022 Q4	$406K	Hold	3,024	–	–	0.46%	52
2022 Q3	$316K	Sell	3,024 -364	-11%	-$38K	0.37%	68
2022 Q2	$390K	Sell	3,388 -200	-6%	-$23K	0.39%	60
2022 Q1	$489K	Buy	3,588 +332	+10%	+$45.2K	0.35%	52
2021 Q4	$516K	Sell	3,256 -839	-20%	-$133K	0.28%	47
2021 Q3	$670K	Buy	4,095 +186	+5%	+$30.4K	0.43%	41
2021 Q2	$608K	Sell	3,909 -205	-5%	-$31.9K	0.36%	57
2021 Q1	$626K	Sell	4,114 -1,586	-28%	-$241K	0.42%	53
2020 Q4	$724K	Buy	+5,700	New	+$724K	0.49%	40
2020 Q1	–	Sell	-1,800	Closed	-$251K	–	71
2019 Q4	$251K	Sell	1,800 -100	-5%	-$13.9K	0.26%	46
2019 Q3	$224K	Sell	1,900 -300	-14%	-$35.4K	0.26%	42
2019 Q2	$246K	Sell	2,200 -21,000	-91%	-$2.35M	0.29%	42
2019 Q1	$2.35M	Buy	23,200 +16,711	+258%	+$1.69M	3.02%	1
2018 Q4	$633K	Buy	6,489 +2,089	+47%	+$204K	0.82%	32
2018 Q3	$496K	Sell	4,400 -13,900	-76%	-$1.57M	0.32%	32
2018 Q2	$1.91M	Buy	18,300 +4,900	+37%	+$511K	0.73%	34
2018 Q1	$1.47M	Buy	13,400 +9,000	+205%	+$990K	0.59%	32
2017 Q4	$471K	Buy	4,400 +1,100	+33%	+$118K	0.18%	37
2017 Q3	$315K	Buy	+3,300	New	+$315K	0.14%	37
2017 Q2	–	Sell	-16,600	Closed	-$1.46M	–	56
2017 Q1	$1.46M	Sell	16,600 -8,100	-33%	-$711K	0.72%	30
2016 Q4	$2.13M	Buy	+24,700	New	+$2.13M	1.1%	25