Yousif Capital Management’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
$111M Sell
2025
Q2
$109M Sell
2025
Q1
$93.7M Sell
2024
Q4
$93.4M Sell
2024
Q3
$86.3M Sell
2024
Q2
$84.7M Sell
2024
Q1
$86.2M Sell
2023
Q4
$74M Sell
2023
Q3
$66M Sell
2023
Q2
$69.1M Buy
2023
Q1
$61.9M Sell
2022
Q4
$67M Buy
2022
Q3
$50.5M Sell
2022
Q2
$55.3M Sell
2022
Q1
$69M Buy
2021
Q4
$79.2M Buy