Vestmark Advisory Solutions’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 | $12.6M | Buy |
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|
2025
Q1 | $6.74M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $14.8M | Sell |
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|
2023
Q1 | $13.6M | Sell |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $14.1M | Buy |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $12.1M | Sell |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $7.84M | Buy |
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|
2020
Q2 | $7.3M | Buy |
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|
2020
Q1 | $6.7M | Buy |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $8.37M | Buy |
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|
2019
Q2 | $7.04M | Sell |
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|
2019
Q1 | $7.13M | Buy |
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