Yarbrough Capital’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 | $30.9M | Hold |
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|
2025
Q2 | $28.4M | Hold |
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|
2025
Q1 | $24M | Hold |
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|
2024
Q4 | $23.5M | Hold |
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|
2024
Q3 | $20.6M | Hold |
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|
2024
Q2 | $19.8M | Hold |
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|
2024
Q1 | $19.6M | Hold |
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|
2023
Q4 | $16.6M | Hold |
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|
2023
Q3 | $14.2M | Hold |
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|
2023
Q2 | $14.2M | Hold |
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|
2023
Q1 | $12.8M | Hold |
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|
2022
Q4 | $13.1M | Hold |
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|
2022
Q3 | $10.2M | Hold |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $15.5M | Buy |
|