Xponance’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 | $124M | Buy |
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|
2025
Q1 | $102M | Sell |
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|
2024
Q4 | $100M | Buy |
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|
2024
Q3 | $87.2M | Sell |
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|
2024
Q2 | $84.1M | Sell |
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|
2024
Q1 | $89.8M | Buy |
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|
2023
Q4 | $71.6M | Buy |
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|
2023
Q3 | $55.6M | Buy |
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|
2023
Q2 | $53.9M | Sell |
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|
2023
Q1 | $50.8M | Buy |
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|
2022
Q4 | $50.8M | Buy |
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|
2022
Q3 | $33.1M | Buy |
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|
2022
Q2 | $27.9M | Buy |
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|
2022
Q1 | $32.3M | Sell |
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|
2021
Q4 | $40.1M | Buy |
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|
2021
Q3 | $35.1M | Sell |
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|
2021
Q2 | $36M | Buy |
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|
2021
Q1 | $33M | Sell |
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|
2020
Q4 | $27.6M | Buy |
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|
2020
Q3 | $20.4M | Buy |
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|
2020
Q2 | $19.8M | Buy |
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