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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $695M | Buy |
2,361,373
+48,933
| +2% | +$14.9M | 1.12% | 10 |
|
|
2025
Q4 | $745M | Buy |
2,312,440
+4,665
| +0.2% | +$1.44M | 1.15% | 11 |
|
|
2025
Q3 | $722M | Sell |
2,307,775
-123,793
| -5% | -$36.8M | 1.14% | 10 |
|
|
2025
Q2 | $710M | Buy |
2,431,568
+87,085
| +4% | +$22.2M | 1.21% | 10 |
|
|
2025
Q1 | $568M | Buy |
2,344,483
+318,986
| +16% | +$81.3M | 1.11% | 12 |
|
|
2024
Q4 | $486M | Sell |
2,025,497
-182,027
| -8% | -$42.4M | 0.91% | 13 |
|
|
2024
Q3 | $463M | Sell |
2,207,524
-15,659
| -0.7% | -$3.3M | 0.85% | 16 |
|
|
2024
Q2 | $450M | Sell |
2,223,183
-101,659
| -4% | -$19.9M | 0.86% | 16 |
|
|
2024
Q1 | $466M | Buy |
2,324,842
+36,097
| +2% | +$6.51M | 0.91% | 13 |
|
|
2023
Q4 | $389M | Buy |
2,288,745
+561,844
| +33% | +$85.1M | 0.84% | 15 |
|
|
2023
Q3 | $250M | Buy |
1,726,901
+37,027
| +2% | +$5.55M | 0.64% | 28 |
|
|
2023
Q2 | $246M | Buy |
1,689,874
+61,098
| +4% | +$8.4M | 0.57% | 34 |
|
|
2023
Q1 | $212M | Buy |
1,628,776
+104,685
| +7% | +$14.3M | 0.53% | 41 |
|
|
2022
Q4 | $204M | Buy |
1,524,091
+138,911
| +10% | +$17.6M | 0.56% | 38 |
|
|
2022
Q3 | $145M | Buy |
1,385,180
+196,246
| +17% | +$22.5M | 0.43% | 53 |
|
|
2022
Q2 | $135M | Buy |
1,188,934
+25,239
| +2% | +$3.13M | 0.42% | 59 |
|
|
2022
Q1 | $161M | Sell |
1,163,695
-386,818
| -25% | -$57.1M | 0.41% | 56 |
|
|
2021
Q4 | $246M | Sell |
1,550,513
-1,535,268
| -50% | -$252M | 0.54% | 41 |
|
|
2021
Q3 | $505M | Sell |
3,085,781
-270,448
| -8% | -$42.4M | 1.14% | 10 |
|
|
2021
Q2 | $522M | Sell |
3,356,229
-99,243
| -3% | -$15.6M | 1.14% | 11 |
|
|
2021
Q1 | $526M | Buy |
3,455,472
+1,948,850
| +129% | +$280M | 1.2% | 9 |
|
|
2020
Q4 | $191M | Buy |
1,506,622
+80,826
| +6% | +$9.03M | 0.47% | 57 |
|
|
2020
Q3 | $137M | Sell |
1,425,796
-10,634
| -0.7% | -$1.04M | 0.37% | 75 |
|
|
2020
Q2 | $135M | Sell |
1,436,430
-96,718
| -6% | -$9.18M | 0.37% | 73 |
|
|
2020
Q1 | $138M | Sell |
1,533,148
-116,192
| -7% | -$14.1M | 0.44% | 62 |
|
|
2019
Q4 | $230M | Sell |
1,649,340
-88,576
| -5% | -$11.4M | 0.56% | 46 |
|
|
2019
Q3 | $205M | Sell |
1,737,916
-489,743
| -22% | -$55.4M | 0.51% | 57 |
|
|
2019
Q2 | $249M | Sell |
2,227,659
-71,233
| -3% | -$7.85M | 0.55% | 53 |
|
|
2019
Q1 | $233M | Buy |
2,298,892
+260,201
| +13% | +$26.8M | 0.5% | 57 |
|
|
2018
Q4 | $198M | Sell |
2,038,691
-503,024
| -20% | -$53.6M | 0.47% | 58 |
|
|
2018
Q3 | $287M | Sell |
2,541,715
-196,071
| -7% | -$22.3M | 0.53% | 51 |
|
|
2018
Q2 | $286M | Sell |
2,737,786
-82,862
| -3% | -$9.09M | 0.55% | 50 |
|
|
2018
Q1 | $310M | Sell |
2,820,648
-236,931
| -8% | -$26.8M | 0.62% | 42 |
|
|
2017
Q4 | $328M | Sell |
3,057,579
-3,895,295
| -56% | -$394M | 0.63% | 42 |
|
|
2017
Q3 | $664M | Buy |
+6,952,874
| New | +$641M | 1.21% | 14 |
|
Other funds holding JPM
VCM
VPM
