AR
Advisory Research’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
6,872
-134
| -2% | -$38.8K | 0.31% | 70 |
|
|
2025
Q1 | $1.72M | Sell |
7,006
-1,130
| -14% | -$277K | 0.3% | 69 |
|
|
2024
Q4 | $1.95M | Sell |
8,136
-796
| -9% | -$191K | 0.32% | 66 |
|
|
2024
Q3 | $1.88M | Sell |
8,932
-1,472
| -14% | -$310K | 0.33% | 71 |
|
|
2024
Q2 | $2.1M | Sell |
10,404
-205
| -2% | -$41.5K | 0.4% | 60 |
|
|
2024
Q1 | $2.12M | Sell |
10,609
-27
| -0.3% | -$5.41K | 0.42% | 55 |
|
|
2023
Q4 | $1.81M | Sell |
10,636
-3,341
| -24% | -$568K | 0.28% | 93 |
|
|
2023
Q3 | $2.03M | Sell |
13,977
-1,180
| -8% | -$171K | 0.28% | 101 |
|
|
2023
Q2 | $2.2M | Buy |
15,157
+2,687
| +22% | +$391K | 0.28% | 96 |
|
|
2023
Q1 | $1.62M | Hold |
12,470
| – | – | 0.27% | 96 |
|
|
2022
Q4 | $1.67M | Sell |
12,470
-1,479
| -11% | -$198K | 0.16% | 100 |
|
|
2022
Q3 | $1.46M | Sell |
13,949
-84
| -0.6% | -$8.78K | 0.14% | 118 |
|
|
2022
Q2 | $1.58M | Buy |
14,033
+3,184
| +29% | +$358K | 0.15% | 102 |
|
|
2022
Q1 | $1.48M | Sell |
10,849
-2,828
| -21% | -$386K | 0.12% | 141 |
|
|
2021
Q4 | $2.17M | Sell |
13,677
-108,954
| -89% | -$17.2M | 0.17% | 105 |
|
|
2021
Q3 | $20.1M | Sell |
122,631
-40,248
| -25% | -$6.59M | 1.29% | 11 |
|
|
2021
Q2 | $25.3M | Sell |
162,879
-48,638
| -23% | -$7.57M | 1.67% | 5 |
|
|
2021
Q1 | $32.2M | Sell |
211,517
-4,952
| -2% | -$754K | 2.27% | 4 |
|
|
2020
Q4 | $27.5M | Buy |
216,469
+29,902
| +16% | +$3.8M | 2.02% | 5 |
|
|
2020
Q3 | $18M | Sell |
186,567
-22,857
| -11% | -$2.2M | 1.75% | 9 |
|
|
2020
Q2 | $19.7M | Buy |
209,424
+1,130
| +0.5% | +$106K | 1.75% | 7 |
|
|
2020
Q1 | $18.8M | Sell |
208,294
-11,274
| -5% | -$1.02M | 1.3% | 27 |
|
|
2019
Q4 | $30.6M | Sell |
219,568
-146,418
| -40% | -$20.4M | 1.41% | 22 |
|
|
2019
Q3 | $43.1M | Sell |
365,986
-12,447
| -3% | -$1.46M | 2.07% | 8 |
|
|
2019
Q2 | $42.3M | Sell |
378,433
-1,383
| -0.4% | -$155K | 0.83% | 29 |
|
|
2019
Q1 | $38.4M | Sell |
379,816
-5,372
| -1% | -$544K | 0.74% | 32 |
|
|
2018
Q4 | $37.6M | Sell |
385,188
-3,126
| -0.8% | -$305K | 0.8% | 28 |
|
|
2018
Q3 | $43.8M | Sell |
388,314
-22,321
| -5% | -$2.52M | 0.72% | 30 |
|
|
2018
Q2 | $42.8M | Sell |
410,635
-4,426
| -1% | -$461K | 0.68% | 35 |
|
|
2018
Q1 | $45.6M | Sell |
415,061
-169,399
| -29% | -$18.6M | 0.82% | 33 |
|
|
2017
Q4 | $62.5M | Buy |
584,460
+9,101
| +2% | +$973K | 1.03% | 23 |
|
|
2017
Q3 | $55M | Buy |
575,359
+140,191
| +32% | +$13.4M | 0.87% | 30 |
|
|
2017
Q2 | $39.8M | Buy |
435,168
+243,121
| +127% | +$22.2M | 0.63% | 41 |
|
|
2017
Q1 | $16.9M | Buy |
192,047
+147,138
| +328% | +$12.9M | 0.25% | 91 |
|
|
2016
Q4 | $3.88M | Sell |
44,909
-7,576
| -14% | -$654K | 0.06% | 152 |
|
|
2016
Q3 | $3.5M | Sell |
52,485
-1,099
| -2% | -$73.2K | 0.06% | 130 |
|
|
2016
Q2 | $3.33M | Sell |
53,584
-48,191
| -47% | -$2.99M | 0.06% | 130 |
|
|
2016
Q1 | $6.03M | Sell |
101,775
-192,670
| -65% | -$11.4M | 0.11% | 119 |
|
|
2015
Q4 | $19.4M | Sell |
294,445
-10,782
| -4% | -$712K | 0.29% | 92 |
|
|
2015
Q3 | $18.6M | Sell |
305,227
-18,402
| -6% | -$1.12M | 0.26% | 101 |
|
|
2015
Q2 | $21.9M | Sell |
323,629
-66,588
| -17% | -$4.51M | 0.25% | 102 |
|
|
2015
Q1 | $23.6M | Sell |
390,217
-25,512
| -6% | -$1.55M | 0.26% | 90 |
|
|
2014
Q4 | $26M | Sell |
415,729
-38,630
| -9% | -$2.42M | 0.27% | 91 |
|
|
2014
Q3 | $27.4M | Sell |
454,359
-14,127
| -3% | -$851K | 0.27% | 88 |
|
|
2014
Q2 | $27M | Sell |
468,486
-7,236
| -2% | -$417K | 0.25% | 90 |
|
|
2014
Q1 | $28.9M | Sell |
475,722
-28,224
| -6% | -$1.71M | 0.3% | 85 |
|
|
2013
Q4 | $29.5M | Sell |
503,946
-13,096
| -3% | -$766K | 0.3% | 82 |
|
|
2013
Q3 | $26.7M | Sell |
517,042
-75,513
| -13% | -$3.9M | 0.29% | 87 |
|
|
2013
Q2 | $31.3M | Buy |
+592,555
| New | +$31.3M | 0.35% | 75 |
|