Trust 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 | $9.4M | Hold |
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|
2025
Q1 | $7.95M | Sell |
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|
2024
Q4 | $7.99M | Hold |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $6.9M | Hold |
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|
2024
Q1 | $6.83M | Sell |
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|
2023
Q4 | $5.82M | Hold |
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|
2023
Q3 | $4.96M | Hold |
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|
2023
Q2 | $4.97M | Hold |
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|
2023
Q1 | $4.46M | Buy |
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|
2022
Q4 | $4.46M | Hold |
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|
2022
Q3 | $3.48M | Buy |
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|
2022
Q2 | $3.5M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $4.58M | Hold |
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|
2021
Q3 | $4.74M | Buy |
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|
2021
Q2 | $4.32M | Buy |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $828K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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