Vontobel Holding’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
Q3 | $114M | Buy |
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|
2025
Q2 | $101M | Buy |
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|
2025
Q1 | $85M | Buy |
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|
2024
Q4 | $69.6M | Buy |
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|
2024
Q3 | $58.8M | Sell |
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|
2024
Q2 | $57M | Sell |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $57.6M | Buy |
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|
2023
Q3 | $49.1M | Buy |
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|
2023
Q2 | $48.8M | Sell |
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|
2023
Q1 | $44.9M | Sell |
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|
2022
Q4 | $46.6M | Buy |
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|
2022
Q3 | $32.4M | Buy |
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|
2022
Q2 | $29.6M | Buy |
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|
2022
Q1 | $34.5M | Buy |
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|
2021
Q4 | $29.1M | Buy |
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|
2021
Q3 | $25.8M | Buy |
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|
2021
Q2 | $21M | Sell |
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|
2021
Q1 | $28.5M | Sell |
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|
2020
Q4 | $29.3M | Buy |
|