Waratah Capital Advisors’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 | $10.6M | Sell |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $9.74M | Sell |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $4.48M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18M | Sell |
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|
2021
Q3 | $25.9M | Buy |
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|
2021
Q2 | $15.1M | Sell |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $9.57M | Buy |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $20.6M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.01M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4.26M | Buy |
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