Wasatch 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 | $5.71M | Hold |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $4.3M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $4.39M | Sell |
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|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $3.73M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.66M | Buy |
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|
2021
Q4 | $5.01M | Buy |
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|
2021
Q3 | $5.1M | Sell |
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|
2021
Q2 | $4.85M | Buy |
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|
2021
Q1 | $4.37M | Sell |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $2.47M | Hold |
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5.48M | Sell |
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|
2017
Q2 | $6.74M | Sell |
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|
2017
Q1 | $7.46M | Sell |
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|
2016
Q4 | $8.92M | Sell |
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|
2016
Q3 | $7.94M | Sell |
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|
2016
Q2 | $8.22M | Sell |
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|
2016
Q1 | $8.88M | Sell |
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|
2015
Q4 | $10.8M | Sell |
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|
2015
Q3 | $10.7M | Sell |
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|
2015
Q2 | $12.5M | Sell |
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|
2015
Q1 | $12.6M | Sell |
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|
2014
Q4 | $15.5M | Sell |
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|
2014
Q3 | $17.7M | Sell |
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|
2014
Q2 | $21.7M | Sell |
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|
2014
Q1 | $23.9M | Sell |
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|
2013
Q4 | $25.5M | Sell |
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|
2013
Q3 | $24.7M | Sell |
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|
2013
Q2 | $31.4M | Buy |
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