Yarbrough Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.4M | Hold |
97,875
| – | – | 1.01% | 17 |
|
2025
Q1 | $24M | Hold |
97,875
| – | – | 1.03% | 18 |
|
2024
Q4 | $23.5M | Hold |
97,875
| – | – | 0.9% | 19 |
|
2024
Q3 | $20.6M | Hold |
97,875
| – | – | 0.84% | 18 |
|
2024
Q2 | $19.8M | Hold |
97,875
| – | – | 0.82% | 19 |
|
2024
Q1 | $19.6M | Hold |
97,875
| – | – | 0.85% | 19 |
|
2023
Q4 | $16.6M | Hold |
97,875
| – | – | 0.87% | 20 |
|
2023
Q3 | $14.2M | Hold |
97,875
| – | – | 0.83% | 21 |
|
2023
Q2 | $14.2M | Hold |
97,875
| – | – | 0.81% | 21 |
|
2023
Q1 | $12.8M | Hold |
97,875
| – | – | 1.04% | 21 |
|
2022
Q4 | $13.1M | Hold |
97,875
| – | – | 1.04% | 21 |
|
2022
Q3 | $10.2M | Hold |
97,875
| – | – | 0.82% | 21 |
|
2022
Q2 | $11M | Sell |
97,875
-2
| -0% | -$225 | 0.83% | 23 |
|
2022
Q1 | $13.3M | Buy |
97,877
+2
| +0% | +$273 | 0.76% | 21 |
|
2021
Q4 | $15.5M | Buy |
+97,875
| New | +$15.5M | 0.83% | 19 |
|