Wellcome Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $278M | Hold |
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|
2022
Q1 | $337M | Hold |
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|
2021
Q4 | $391M | Hold |
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|
2021
Q3 | $404M | Hold |
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|
2021
Q2 | $384M | Hold |
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|
2021
Q1 | $376M | Sell |
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|
2020
Q4 | $343M | Hold |
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|
2020
Q3 | $260M | Hold |
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|
2020
Q2 | $254M | Sell |
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|
2020
Q1 | $360M | Sell |
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|
2019
Q4 | $655M | Hold |
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|
2019
Q3 | $553M | Hold |
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|
2019
Q2 | $525M | Hold |
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|
2019
Q1 | $476M | Hold |
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|
2018
Q4 | $459M | Hold |
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|
2018
Q3 | $530M | Hold |
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|
2018
Q2 | $490M | Hold |
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|
2018
Q1 | $517M | Hold |
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|
2017
Q4 | $503M | Hold |
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|
2017
Q3 | $449M | Hold |
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|
2017
Q2 | $430M | Hold |
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|
2017
Q1 | $413M | Hold |
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|
2016
Q4 | $406M | Hold |
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|
2016
Q3 | $313M | Hold |
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|
2016
Q2 | $292M | Hold |
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|
2016
Q1 | $278M | Hold |
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|
2015
Q4 | $310M | Buy |
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|
2015
Q3 | $280M | Buy |
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|
2015
Q2 | $298M | Buy |
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|
2015
Q1 | $260M | Buy |
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|
2014
Q4 | $266M | Hold |
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|
2014
Q3 | $256M | Buy |
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|
2014
Q2 | $230M | Hold |
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|
2014
Q1 | $243M | Buy |
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|
2013
Q4 | $222M | Hold |
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|
2013
Q3 | $196M | Hold |
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|
2013
Q2 | $201M | Buy |
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