Transatlantique Private Wealth’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 | $5.1M | Sell |
17,591
-1,229
| -7% | -$356K | 1.88% | 7 |
|
|
2025
Q1 | $4.62M | Sell |
18,820
-1,128
| -6% | -$277K | 1.84% | 7 |
|
|
2024
Q4 | $4.78M | Sell |
19,948
-3,064
| -13% | -$734K | 1.82% | 9 |
|
|
2024
Q3 | $4.85M | Buy |
23,012
+284
| +1% | +$59.9K | 1.85% | 6 |
|
|
2024
Q2 | $4.58M | Buy |
22,728
+16
| +0.1% | +$3.22K | 1.87% | 6 |
|
|
2024
Q1 | $4.55M | Sell |
22,712
-185
| -0.8% | -$37.1K | 1.98% | 4 |
|
|
2023
Q4 | $3.89M | Buy |
22,897
+1,571
| +7% | +$267K | 1.82% | 4 |
|
|
2023
Q3 | $3.09M | Buy |
21,326
+167
| +0.8% | +$24.2K | 1.66% | 5 |
|
|
2023
Q2 | $3.08M | Buy |
21,159
+859
| +4% | +$125K | 1.61% | 6 |
|
|
2023
Q1 | $2.64M | Buy |
20,300
+6,209
| +44% | +$809K | 1.46% | 7 |
|
|
2022
Q4 | $1.88M | Buy |
14,091
+1,459
| +12% | +$195K | 1.13% | 17 |
|
|
2022
Q3 | $1.32M | Buy |
12,632
+2,212
| +21% | +$231K | 0.88% | 29 |
|
|
2022
Q2 | $1.17M | Buy |
+10,420
| New | +$1.17M | 0.82% | 31 |
|