Terra Nova 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
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.61M | Sell |
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|
2022
Q3 | $2.2M | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $3.23M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $1.43M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $733K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $432K | Hold |
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|
2015
Q4 | $482K | Sell |
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|
2015
Q3 | $495K | Buy |
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|
2015
Q2 | $492K | Buy |
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