Ziegler 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
2024
Q1
$22.3M Sell
2023
Q4
$24.5M Sell
2023
Q3
$21.8M Sell
2023
Q2
$22.8M Sell
2023
Q1
$20.9M Sell
2022
Q4
$22.2M Buy
2022
Q3
$14.9M Sell
2022
Q2
$16.4M Buy
2022
Q1
$18.7M Sell
2021
Q4
$31.7M Sell
2021
Q3
$37.1M Sell
2021
Q2
$43.1M Sell
2021
Q1
$43.5M Buy
2020
Q4
$34.5M Buy
2020
Q3
$24.7M Buy
2020
Q2
$23.5M Sell
2020
Q1
$39.3M Buy
2013
Q3
$28.1M Buy
2013
Q2
$21.9M Buy