AIM
Achmea Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
439,976
+68,261
| +18% | +$19.8M | 1.65% | 8 |
|
|
2025
Q1 | $91.2M | Buy |
371,715
+66,028
| +22% | +$16.2M | 1.33% | 7 |
|
|
2024
Q4 | $73.3M | Buy |
305,687
+24,207
| +9% | +$5.8M | 1.21% | 9 |
|
|
2024
Q3 | $59.4M | Sell |
281,480
-9,186
| -3% | -$1.94M | 0.98% | 16 |
|
|
2024
Q2 | $58.8M | Buy |
290,666
+50,993
| +21% | +$10.3M | 1.05% | 10 |
|
|
2024
Q1 | $48M | Sell |
239,673
-2,867
| -1% | -$574K | 0.91% | 20 |
|
|
2023
Q4 | $41.3M | Sell |
242,540
-5,147
| -2% | -$876K | 0.85% | 22 |
|
|
2023
Q3 | $35.9M | Buy |
247,687
+11,327
| +5% | +$1.64M | 0.78% | 25 |
|
|
2023
Q2 | $34.4M | Buy |
236,360
+88,610
| +60% | +$12.9M | 0.73% | 24 |
|
|
2023
Q1 | $19.3M | Buy |
147,750
+15,581
| +12% | +$2.03M | 0.56% | 36 |
|
|
2022
Q4 | $16.6M | Sell |
132,169
-7,228
| -5% | -$908K | 0.56% | 35 |
|
|
2022
Q3 | $14.6M | Sell |
139,397
-48,038
| -26% | -$5.02M | 0.52% | 39 |
|
|
2022
Q2 | $21.1M | Buy |
187,435
+20,875
| +13% | +$2.35M | 0.68% | 29 |
|
|
2022
Q1 | $22.7M | Sell |
166,560
-23,423
| -12% | -$3.19M | 0.59% | 30 |
|
|
2021
Q4 | $30.1M | Sell |
189,983
-11,736
| -6% | -$1.86M | 1.43% | 12 |
|
|
2021
Q3 | $33M | Sell |
201,719
-6,183
| -3% | -$1.01M | 1% | 12 |
|
|
2021
Q2 | $32.3M | Sell |
207,902
-6,458
| -3% | -$1M | 1.1% | 10 |
|
|
2021
Q1 | $32.6M | Sell |
214,360
-10,441
| -5% | -$1.59M | 1.14% | 9 |
|
|
2020
Q4 | $28.6M | Buy |
224,801
+2,559
| +1% | +$325K | 1.03% | 13 |
|
|
2020
Q3 | $21.4M | Sell |
222,242
-545,540
| -71% | -$52.5M | 0.89% | 17 |
|
|
2020
Q2 | $72.2M | Sell |
767,782
-104,655
| -12% | -$9.84M | 2.44% | 9 |
|
|
2020
Q1 | $78.5M | Buy |
872,437
+555,361
| +175% | +$50M | 3.6% | 6 |
|
|
2019
Q4 | $44.2M | Buy |
317,076
+26,530
| +9% | +$3.7M | 1.7% | 6 |
|
|
2019
Q3 | $34.2M | Buy |
290,546
+24,712
| +9% | +$2.91M | 1.35% | 9 |
|
|
2019
Q2 | $29.7M | Sell |
265,834
-20,840
| -7% | -$2.33M | 1.14% | 16 |
|
|
2019
Q1 | $29M | Sell |
286,674
-91,786
| -24% | -$9.29M | 1.21% | 18 |
|
|
2018
Q4 | $36.9M | Sell |
378,460
-10,941
| -3% | -$1.07M | 1.71% | 8 |
|
|
2018
Q3 | $43.9M | Sell |
389,401
-86,001
| -18% | -$9.7M | 1.66% | 5 |
|
|
2018
Q2 | $49.5M | Sell |
475,402
-61,796
| -12% | -$6.44M | 1.73% | 6 |
|
|
2018
Q1 | $59.1M | Sell |
537,198
-39,114
| -7% | -$4.3M | 1.99% | 5 |
|
|
2017
Q4 | $61.6M | Buy |
576,312
+298,233
| +107% | +$31.9M | 2.08% | 4 |
|
|
2017
Q3 | $26.6M | Sell |
278,079
-96,687
| -26% | -$9.23M | 1.51% | 6 |
|
|
2017
Q2 | $34.3M | Buy |
374,766
+46,549
| +14% | +$4.25M | 2.06% | 4 |
|
|
2017
Q1 | $28.8M | Buy |
+328,217
| New | +$28.8M | 1.35% | 11 |
|