Aberdeen Group’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
Q2 | $710M | Buy |
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|
2025
Q1 | $568M | Buy |
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|
2024
Q4 | $486M | Sell |
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|
2024
Q3 | $463M | Sell |
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|
2024
Q2 | $450M | Sell |
|
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|
2024
Q1 | $466M | Buy |
|
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|
2023
Q4 | $389M | Buy |
|
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|
2023
Q3 | $250M | Buy |
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|
2023
Q2 | $246M | Buy |
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|
2023
Q1 | $212M | Buy |
|
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|
2022
Q4 | $204M | Buy |
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|
2022
Q3 | $145M | Buy |
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|
2022
Q2 | $135M | Buy |
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|
2022
Q1 | $161M | Sell |
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|
2021
Q4 | $246M | Sell |
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|
2021
Q3 | $505M | Sell |
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|
2021
Q2 | $522M | Sell |
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|
2021
Q1 | $526M | Buy |
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|
2020
Q4 | $191M | Buy |
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|
2020
Q3 | $137M | Sell |
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|
2020
Q2 | $135M | Sell |
|
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|
2020
Q1 | $138M | Sell |
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|
2019
Q4 | $230M | Sell |
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|
2019
Q3 | $205M | Sell |
|
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|
2019
Q2 | $249M | Sell |
|
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|
2019
Q1 | $233M | Buy |
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|
2018
Q4 | $198M | Sell |
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|
2018
Q3 | $287M | Sell |
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|
2018
Q2 | $286M | Sell |
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|
2018
Q1 | $310M | Sell |
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|
2017
Q4 | $328M | Sell |
|
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|
2017
Q3 | $664M | Buy |
|