Zevenbergen Capital Investments’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 | $8.56M | Sell |
29,538
-220
| -0.7% | -$63.8K | 0.17% | 60 |
|
|
2025
Q1 | $7.3M | Sell |
29,758
-555
| -2% | -$136K | 0.18% | 58 |
|
|
2024
Q4 | $7.27M | Buy |
30,313
+145
| +0.5% | +$34.8K | 0.15% | 60 |
|
|
2024
Q3 | $6.36M | Buy |
30,168
+225
| +0.8% | +$47.4K | 0.13% | 58 |
|
|
2024
Q2 | $6.06M | Sell |
29,943
-375
| -1% | -$75.8K | 0.13% | 61 |
|
|
2024
Q1 | $6.07M | Sell |
30,318
-70
| -0.2% | -$14K | 0.13% | 63 |
|
|
2023
Q4 | $5.17M | Buy |
30,388
+1,590
| +6% | +$270K | 0.12% | 65 |
|
|
2023
Q3 | $4.18M | Sell |
28,798
-155
| -0.5% | -$22.5K | 0.11% | 67 |
|
|
2023
Q2 | $4.21M | Buy |
28,953
+80
| +0.3% | +$11.6K | 0.1% | 61 |
|
|
2023
Q1 | $3.76M | Buy |
28,873
+25
| +0.1% | +$3.26K | 0.1% | 67 |
|
|
2022
Q4 | $3.87M | Sell |
28,848
-930
| -3% | -$125K | 0.13% | 67 |
|
|
2022
Q3 | $3.11M | Buy |
29,778
+1,020
| +4% | +$107K | 0.09% | 72 |
|
|
2022
Q2 | $3.24M | Buy |
28,758
+765
| +3% | +$86.1K | 0.15% | 45 |
|
|
2022
Q1 | $3.82M | Buy |
27,993
+1,220
| +5% | +$166K | 0.1% | 45 |
|
|
2021
Q4 | $4.24M | Buy |
26,773
+2,025
| +8% | +$321K | 0.09% | 47 |
|
|
2021
Q3 | $4.05M | Buy |
24,748
+15
| +0.1% | +$2.46K | 0.08% | 52 |
|
|
2021
Q2 | $3.85M | Sell |
24,733
-1,745
| -7% | -$271K | 0.07% | 56 |
|
|
2021
Q1 | $4.03M | Buy |
26,478
+1,767
| +7% | +$269K | 0.08% | 53 |
|
|
2020
Q4 | $3.14M | Buy |
24,711
+5,050
| +26% | +$642K | 0.06% | 51 |
|
|
2020
Q3 | $1.89M | Buy |
19,661
+1,237
| +7% | +$119K | 0.04% | 52 |
|
|
2020
Q2 | $1.73M | Sell |
18,424
-2,150
| -10% | -$202K | 0.04% | 53 |
|
|
2020
Q1 | $1.85M | Buy |
20,574
+2,425
| +13% | +$218K | 0.07% | 47 |
|
|
2019
Q4 | $2.53M | Sell |
18,149
-116
| -0.6% | -$16.2K | 0.09% | 46 |
|
|
2019
Q3 | $2.15M | Hold |
18,265
| – | – | 0.08% | 45 |
|
|
2019
Q2 | $2.04M | Sell |
18,265
-180
| -1% | -$20.1K | 0.07% | 50 |
|
|
2019
Q1 | $1.87M | Sell |
18,445
-255
| -1% | -$25.8K | 0.07% | 48 |
|
|
2018
Q4 | $1.83M | Buy |
18,700
+395
| +2% | +$38.5K | 0.08% | 41 |
|
|
2018
Q3 | $2.07M | Buy |
18,305
+5,577
| +44% | +$629K | 0.07% | 45 |
|
|
2018
Q2 | $1.33M | Sell |
12,728
-2,677
| -17% | -$279K | 0.04% | 57 |
|
|
2018
Q1 | $1.69M | Sell |
15,405
-1,455
| -9% | -$160K | 0.07% | 50 |
|
|
2017
Q4 | $1.8M | Buy |
16,860
+2,065
| +14% | +$221K | 0.08% | 46 |
|
|
2017
Q3 | $1.41M | Buy |
14,795
+510
| +4% | +$48.7K | 0.06% | 48 |
|
|
2017
Q2 | $1.31M | Buy |
14,285
+520
| +4% | +$47.5K | 0.06% | 50 |
|
|
2017
Q1 | $1.21M | Buy |
13,765
+275
| +2% | +$24.2K | 0.06% | 51 |
|
|
2016
Q4 | $1.16M | Hold |
13,490
| – | – | 0.05% | 52 |
|
|
2016
Q3 | $898K | Buy |
13,490
+2,415
| +22% | +$161K | 0.04% | 57 |
|
|
2016
Q2 | $688K | Buy |
11,075
+2,425
| +28% | +$151K | 0.03% | 56 |
|
|
2016
Q1 | $512K | Buy |
8,650
+2,130
| +33% | +$126K | 0.02% | 59 |
|
|
2015
Q4 | $431K | Buy |
6,520
+470
| +8% | +$31.1K | 0.02% | 60 |
|
|
2015
Q3 | $369K | Buy |
+6,050
| New | +$369K | 0.02% | 58 |
|