Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $106M | Buy |
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|
2024
Q3 | $93.1M | Buy |
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|
2024
Q2 | $89M | Buy |
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|
2024
Q1 | $87.3M | Buy |
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|
2023
Q4 | $68.1M | Buy |
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|
2023
Q3 | $55.1M | Buy |
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|
2023
Q2 | $54.6M | Buy |
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|
2023
Q1 | $48.3M | Buy |
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|
2022
Q4 | $49M | Buy |
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|
2022
Q3 | $47.8M | Buy |
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|
2022
Q2 | $36.2M | Buy |
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|
2022
Q1 | $40.3M | Buy |
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|
2021
Q4 | $44.3M | Buy |
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|
2021
Q3 | $43.5M | Buy |
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|
2021
Q2 | $39.9M | Buy |
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|
2021
Q1 | $38.7M | Sell |
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|
2020
Q4 | $33.8M | Buy |
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|
2020
Q3 | $24.2M | Buy |
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|
2020
Q2 | $23.5M | Buy |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $30M | Buy |
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|
2019
Q3 | $23.2M | Buy |
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|
2019
Q2 | $20.9M | Buy |
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|
2019
Q1 | $19.2M | Sell |
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|
2018
Q4 | $18.1M | Buy |
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|
2018
Q3 | $20.1M | Sell |
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|
2018
Q2 | $18.6M | Buy |
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|
2018
Q1 | $19.2M | Buy |
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|
2017
Q4 | $18.2M | Sell |
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|
2017
Q3 | $16.5M | Sell |
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|
2017
Q2 | $15.8M | Sell |
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|
2017
Q1 | $15.2M | Sell |
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|
2016
Q4 | $15.9M | Buy |
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|
2016
Q3 | $12.1M | Buy |
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|
2016
Q2 | $11.2M | Sell |
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|
2016
Q1 | $11.7M | Sell |
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|
2015
Q4 | $16.1M | Buy |
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|
2015
Q3 | $11.2M | Buy |
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|
2015
Q2 | $9.28M | Buy |
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|
2015
Q1 | $7.57M | Buy |
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|
2014
Q4 | $7.39M | Sell |
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|
2014
Q3 | $7.35M | Buy |
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|
2014
Q2 | $5.96M | Buy |
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|
2014
Q1 | $5.69M | Buy |
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|
2013
Q4 | $4.92M | Buy |
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|
2013
Q3 | $3.88M | Buy |
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|
2013
Q2 | $3.48M | Buy |
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