Ziegler Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $22.3M | Sell |
112,428
-31,570
| -22% | -$6.25M | 0.85% | 20 |
|
|
2023
Q4 | $24.5M | Sell |
143,998
-6,431
| -4% | -$1.09M | 1.11% | 16 |
|
|
2023
Q3 | $21.8M | Sell |
150,429
-6,183
| -4% | -$897K | 0.87% | 17 |
|
|
2023
Q2 | $22.8M | Sell |
156,612
-3,682
| -2% | -$536K | 0.87% | 17 |
|
|
2023
Q1 | $20.9M | Sell |
160,294
-4,853
| -3% | -$632K | 0.82% | 17 |
|
|
2022
Q4 | $22.2M | Buy |
165,147
+22,778
| +16% | +$3.06M | 0.93% | 15 |
|
|
2022
Q3 | $14.9M | Sell |
142,369
-3,673
| -3% | -$385K | 0.65% | 26 |
|
|
2022
Q2 | $16.4M | Buy |
146,042
+8,295
| +6% | +$934K | 0.68% | 26 |
|
|
2022
Q1 | $18.7M | Sell |
137,747
-62,722
| -31% | -$8.52M | 0.79% | 17 |
|
|
2021
Q4 | $31.7M | Sell |
200,469
-25,958
| -11% | -$4.1M | 1.14% | 7 |
|
|
2021
Q3 | $37.1M | Sell |
226,427
-50,857
| -18% | -$8.33M | 1.34% | 5 |
|
|
2021
Q2 | $43.1M | Sell |
277,284
-8,446
| -3% | -$1.31M | 1.44% | 5 |
|
|
2021
Q1 | $43.5M | Buy |
285,730
+13,959
| +5% | +$2.12M | 1.37% | 5 |
|
|
2020
Q4 | $34.5M | Buy |
271,771
+15,627
| +6% | +$1.99M | 1.14% | 8 |
|
|
2020
Q3 | $24.7M | Buy |
256,144
+6,584
| +3% | +$634K | 0.95% | 13 |
|
|
2020
Q2 | $23.5M | Sell |
249,560
-186,515
| -43% | -$17.5M | 0.75% | 24 |
|
|
2020
Q1 | $39.3M | Buy |
+436,075
| New | +$39.3M | 1.05% | 17 |
|
|
2013
Q3 | $28.1M | Buy |
544,505
+129,580
| +31% | +$6.7M | 2.45% | 1 |
|
|
2013
Q2 | $21.9M | Buy |
+414,925
| New | +$21.9M | 2.34% | 2 |
|