Aperio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $293M | Buy |
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|
2020
Q3 | $214M | Buy |
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|
2020
Q2 | $207M | Sell |
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|
2020
Q1 | $213M | Sell |
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|
2019
Q4 | $353M | Buy |
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|
2019
Q3 | $290M | Buy |
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|
2019
Q2 | $270M | Buy |
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|
2019
Q1 | $230M | Buy |
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|
2018
Q4 | $213M | Sell |
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|
2018
Q3 | $249M | Buy |
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|
2018
Q2 | $225M | Buy |
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|
2018
Q1 | $229M | Buy |
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|
2017
Q4 | $212M | Buy |
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|
2017
Q3 | $180M | Buy |
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|
2017
Q2 | $161M | Buy |
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|
2017
Q1 | $140M | Buy |
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|
2016
Q4 | $132M | Sell |
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|
2016
Q3 | $106M | Buy |
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|
2016
Q2 | $90.7M | Buy |
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|
2016
Q1 | $82.9M | Buy |
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|
2015
Q4 | $92.2M | Buy |
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|
2015
Q3 | $79.9M | Buy |
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|
2015
Q2 | $77.8M | Buy |
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|
2015
Q1 | $61.7M | Buy |
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|
2014
Q4 | $58.8M | Buy |
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|
2014
Q3 | $50.6M | Buy |
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|
2014
Q2 | $44.3M | Sell |
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|
2014
Q1 | $49.7M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $34.3M | Buy |
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|
2013
Q2 | $31.4M | Buy |
|