Wesleyan Assurance Society’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 | $42.5M | Hold |
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|
2025
Q1 | $36M | Buy |
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|
2024
Q4 | $34.7M | Sell |
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|
2024
Q3 | $30.6M | Hold |
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|
2024
Q2 | $29.4M | Hold |
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|
2024
Q1 | $29.1M | Sell |
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|
2023
Q4 | $25.6M | Hold |
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|
2023
Q3 | $21.8M | Hold |
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|
2023
Q2 | $21.8M | Hold |
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|
2023
Q1 | $19.6M | Hold |
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|
2022
Q4 | $20.1M | Hold |
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|
2022
Q3 | $15.7M | Hold |
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|
2022
Q2 | $16.9M | Buy |
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|
2022
Q1 | $20.1M | Sell |
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|
2021
Q4 | $23.8M | Hold |
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|
2021
Q3 | $24.6M | Hold |
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|
2021
Q2 | $23.4M | Hold |
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|
2021
Q1 | $22.9M | Sell |
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|
2020
Q4 | $19.5M | Hold |
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|
2020
Q3 | $14.7M | Hold |
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|
2020
Q2 | $14.4M | Hold |
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|
2020
Q1 | $13.8M | Hold |
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|
2019
Q4 | $21.4M | Hold |
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|
2019
Q3 | $18M | Hold |
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|
2019
Q2 | $17.1M | Hold |
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|
2019
Q1 | $15.5M | Buy |
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