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