Waverton Investment Management’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 | $80.6M | Sell |
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|
2025
Q2 | $140M | Buy |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $97.1M | Sell |
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|
2024
Q3 | $86.2M | Buy |
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|
2024
Q2 | $65.5M | Buy |
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|
2024
Q1 | $61.6M | Buy |
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|
2023
Q4 | $51.8M | Buy |
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|
2023
Q3 | $41.3M | Buy |
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|
2023
Q2 | $38.7M | Buy |
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|
2023
Q1 | $21.5M | Buy |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $15.9M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.19M | Hold |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $131M | Sell |
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|
2019
Q3 | $119M | Sell |
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|
2019
Q2 | $118M | Buy |
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|
2019
Q1 | $102M | Buy |
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|
2018
Q4 | $96.4M | Buy |
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|
2018
Q3 | $105M | Buy |
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|
2018
Q2 | $74.3M | Buy |
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|
2018
Q1 | $4.08M | Buy |
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|
2017
Q4 | $3.92M | Sell |
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|
2017
Q3 | $3.52M | Sell |
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|
2017
Q2 | $3.37M | Buy |
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|
2017
Q1 | $3.15M | Buy |
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|
2016
Q4 | $3.02M | Buy |
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|
2016
Q3 | $719K | Hold |
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|
2016
Q2 | $671K | Sell |
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|
2016
Q1 | $906K | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.09M | Sell |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $615K | Buy |
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|
2014
Q4 | $627K | Sell |
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|
2014
Q3 | $634K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13.8M | Buy |
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|
2013
Q4 | $13.3M | Buy |
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|
2013
Q3 | $9.79M | Buy |
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|
2013
Q2 | $554K | Buy |
|