Vontobel Holding’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 | $101M | Buy |
349,062
+2,565
| +0.7% | +$744K | 0.32% | 57 |
|
|
2025
Q1 | $85M | Buy |
346,497
+56,103
| +19% | +$13.8M | 0.31% | 57 |
|
|
2024
Q4 | $69.6M | Buy |
290,394
+11,405
| +4% | +$2.73M | 0.24% | 68 |
|
|
2024
Q3 | $58.8M | Sell |
278,989
-3,008
| -1% | -$634K | 0.19% | 89 |
|
|
2024
Q2 | $57M | Sell |
281,997
-21,527
| -7% | -$4.35M | 0.19% | 84 |
|
|
2024
Q1 | $60.8M | Sell |
303,524
-35,073
| -10% | -$7.03M | 0.49% | 50 |
|
|
2023
Q4 | $57.6M | Buy |
338,597
+218
| +0.1% | +$37.1K | 0.48% | 50 |
|
|
2023
Q3 | $49.1M | Buy |
338,379
+2,750
| +0.8% | +$399K | 0.45% | 50 |
|
|
2023
Q2 | $48.8M | Sell |
335,629
-8,867
| -3% | -$1.29M | 0.43% | 51 |
|
|
2023
Q1 | $44.9M | Sell |
344,496
-7,221
| -2% | -$941K | 0.42% | 53 |
|
|
2022
Q4 | $46.6M | Buy |
351,717
+46,352
| +15% | +$6.14M | 0.47% | 44 |
|
|
2022
Q3 | $32.4M | Buy |
305,365
+48,944
| +19% | +$5.2M | 0.38% | 64 |
|
|
2022
Q2 | $29.6M | Buy |
256,421
+10,728
| +4% | +$1.24M | 0.32% | 74 |
|
|
2022
Q1 | $34.5M | Buy |
245,693
+62,381
| +34% | +$8.77M | 0.3% | 73 |
|
|
2021
Q4 | $29.1M | Buy |
183,312
+25,758
| +16% | +$4.08M | 0.24% | 91 |
|
|
2021
Q3 | $25.8M | Buy |
157,554
+21,061
| +15% | +$3.45M | 0.23% | 96 |
|
|
2021
Q2 | $21M | Sell |
136,493
-50,827
| -27% | -$7.83M | 0.18% | 111 |
|
|
2021
Q1 | $28.5M | Sell |
187,320
-21,843
| -10% | -$3.33M | 0.21% | 69 |
|
|
2020
Q4 | $29.3M | Buy |
+209,163
| New | +$29.3M | 0.19% | 67 |
|