YCG LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.8M | Sell |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $7.98M | Buy |
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|
2022
Q2 | $8.59M | Buy |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $12M | Sell |
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|
2021
Q3 | $12.6M | Sell |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $12.3M | Sell |
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|
2020
Q3 | $18.8M | Buy |
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|
2020
Q2 | $5.2M | Sell |
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|
2020
Q1 | $8.29M | Sell |
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|
2019
Q4 | $14.8M | Sell |
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|
2019
Q3 | $12.6M | Buy |
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|
2019
Q2 | $5.92M | Buy |
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|
2019
Q1 | $2.32M | Hold |
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|
2018
Q4 | $2.24M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $31K | Hold |
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|
2015
Q3 | $28K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $25K | Buy |
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