ACR Alpine Capital Research’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330M | Buy |
1,139,366
+14,824
| +1% | +$4.3M | 5.91% | 10 |
|
|
2025
Q1 | $276M | Sell |
1,124,542
-171,748
| -13% | -$42.1M | 5.77% | 9 |
|
|
2024
Q4 | $311M | Buy |
1,296,290
+299,348
| +30% | +$71.8M | 6.73% | 5 |
|
|
2024
Q3 | $210M | Sell |
996,942
-10,043
| -1% | -$2.12M | 6.21% | 7 |
|
|
2024
Q2 | $204M | Sell |
1,006,985
-10,624
| -1% | -$2.15M | 6.29% | 7 |
|
|
2024
Q1 | $204M | Sell |
1,017,609
-354,819
| -26% | -$71.1M | 6.18% | 6 |
|
|
2023
Q4 | $233M | Sell |
1,372,428
-8,031
| -0.6% | -$1.37M | 7.89% | 3 |
|
|
2023
Q3 | $200M | Buy |
1,380,459
+2,813
| +0.2% | +$408K | 7.78% | 2 |
|
|
2023
Q2 | $200M | Buy |
1,377,646
+1,861
| +0.1% | +$271K | 7.56% | 4 |
|
|
2023
Q1 | $179M | Sell |
1,375,785
-19,340
| -1% | -$2.52M | 7.29% | 9 |
|
|
2022
Q4 | $187M | Sell |
1,395,125
-14,928
| -1% | -$2M | 8.4% | 2 |
|
|
2022
Q3 | $147M | Buy |
1,410,053
+52,945
| +4% | +$5.53M | 7.3% | 10 |
|
|
2022
Q2 | $153M | Buy |
1,357,108
+364,008
| +37% | +$41M | 6.94% | 12 |
|
|
2022
Q1 | $135M | Buy |
993,100
+133,793
| +16% | +$18.2M | 6.72% | 10 |
|
|
2021
Q4 | $136M | Sell |
859,307
-20,068
| -2% | -$3.18M | 7.31% | 9 |
|
|
2021
Q3 | $144M | Sell |
879,375
-19,528
| -2% | -$3.2M | 8.16% | 8 |
|
|
2021
Q2 | $140M | Sell |
898,903
-18,928
| -2% | -$2.94M | 7.68% | 8 |
|
|
2021
Q1 | $140M | Sell |
917,831
-25,899
| -3% | -$3.94M | 7.55% | 8 |
|
|
2020
Q4 | $120M | Sell |
943,730
-15,757
| -2% | -$2M | 6.89% | 7 |
|
|
2020
Q3 | $92.4M | Sell |
959,487
-42,189
| -4% | -$4.06M | 6.57% | 9 |
|
|
2020
Q2 | $94.2M | Sell |
1,001,676
-57,899
| -5% | -$5.45M | 6.26% | 10 |
|
|
2020
Q1 | $95.4M | Buy |
1,059,575
+338,927
| +47% | +$30.5M | 6.34% | 8 |
|
|
2019
Q4 | $100M | Sell |
720,648
-150,074
| -17% | -$20.9M | 5.23% | 8 |
|
|
2019
Q3 | $102M | Sell |
870,722
-9,896
| -1% | -$1.16M | 5.16% | 8 |
|
|
2019
Q2 | $98.5M | Sell |
880,618
-48,020
| -5% | -$5.37M | 5.2% | 9 |
|
|
2019
Q1 | $94M | Buy |
928,638
+22,850
| +3% | +$2.31M | 4.84% | 9 |
|
|
2018
Q4 | $88.4M | Buy |
905,788
+274,220
| +43% | +$26.8M | 4.52% | 9 |
|
|
2018
Q3 | $71.3M | Buy |
631,568
+1,909
| +0.3% | +$215K | 3.78% | 10 |
|
|
2018
Q2 | $65.6M | Sell |
629,659
-20,345
| -3% | -$2.12M | 3.53% | 13 |
|
|
2018
Q1 | $71.5M | Sell |
650,004
-16,180
| -2% | -$1.78M | 3.88% | 13 |
|
|
2017
Q4 | $71.2M | Sell |
666,184
-11,475
| -2% | -$1.23M | 3.78% | 12 |
|
|
2017
Q3 | $64.7M | Sell |
677,659
-8,254
| -1% | -$788K | 3.5% | 14 |
|
|
2017
Q2 | $62.7M | Sell |
685,913
-25,978
| -4% | -$2.37M | 5.39% | 12 |
|
|
2017
Q1 | $62.5M | Sell |
711,891
-207,033
| -23% | -$18.2M | 5.37% | 12 |
|
|
2016
Q4 | $79.3M | Sell |
918,924
-881,094
| -49% | -$76M | 6.4% | 7 |
|
|
2016
Q3 | $120M | Buy |
1,800,018
+14,616
| +0.8% | +$973K | 8.3% | 4 |
|
|
2016
Q2 | $111M | Buy |
1,785,402
+55,407
| +3% | +$3.44M | 8.49% | 5 |
|
|
2016
Q1 | $102M | Buy |
1,729,995
+143,434
| +9% | +$8.49M | 8.16% | 4 |
|
|
2015
Q4 | $105M | Buy |
1,586,561
+2,735
| +0.2% | +$181K | 10.48% | 3 |
|
|
2015
Q3 | $96.6M | Buy |
1,583,826
+148,130
| +10% | +$9.03M | 10.58% | 3 |
|
|
2015
Q2 | $97.3M | Buy |
1,435,696
+11,828
| +0.8% | +$801K | 12.15% | 1 |
|
|
2015
Q1 | $86.3M | Buy |
1,423,868
+279,622
| +24% | +$16.9M | 10.48% | 1 |
|
|
2014
Q4 | $71.6M | Buy |
1,144,246
+60,651
| +6% | +$3.8M | 9.41% | 4 |
|
|
2014
Q3 | $65.3M | Buy |
1,083,595
+19,255
| +2% | +$1.16M | 9.74% | 4 |
|
|
2014
Q2 | $61.3M | Buy |
1,064,340
+75,644
| +8% | +$4.36M | 9.38% | 5 |
|
|
2014
Q1 | $60M | Buy |
988,696
+79,163
| +9% | +$4.81M | 10% | 4 |
|
|
2013
Q4 | $53.2M | Buy |
909,533
+81,366
| +10% | +$4.76M | 10.73% | 1 |
|
|
2013
Q3 | $42.8M | Buy |
828,167
+118,155
| +17% | +$6.11M | 9.96% | 1 |
|
|
2013
Q2 | $37.5M | Buy |
+710,012
| New | +$37.5M | 8.52% | 1 |
|