Aristotle Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
12,158
-2
| -0% | -$580 | 0.01% | 142 |
|
|
2025
Q1 | $2.98M | Sell |
12,160
-17
| -0.1% | -$4.17K | 0.01% | 144 |
|
|
2024
Q4 | $2.92M | Sell |
12,177
-34
| -0.3% | -$8.15K | 0.01% | 148 |
|
|
2024
Q3 | $2.57M | Hold |
12,211
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $2.47M | Hold |
12,211
| – | – | ﹤0.01% | 144 |
|
|
2024
Q1 | $2.45M | Sell |
12,211
-923
| -7% | -$185K | ﹤0.01% | 147 |
|
|
2023
Q4 | $2.23M | Sell |
13,134
-2
| -0% | -$340 | ﹤0.01% | 139 |
|
|
2023
Q3 | $1.9M | Sell |
13,136
-23
| -0.2% | -$3.34K | ﹤0.01% | 141 |
|
|
2023
Q2 | $1.91M | Sell |
13,159
-293
| -2% | -$42.6K | ﹤0.01% | 141 |
|
|
2023
Q1 | $1.75M | Sell |
13,452
-317
| -2% | -$41.3K | ﹤0.01% | 144 |
|
|
2022
Q4 | $1.85M | Buy |
13,769
+820
| +6% | +$110K | ﹤0.01% | 146 |
|
|
2022
Q3 | $1.35M | Sell |
12,949
-4,412
| -25% | -$461K | ﹤0.01% | 148 |
|
|
2022
Q2 | $1.96M | Sell |
17,361
-4,843
| -22% | -$545K | ﹤0.01% | 142 |
|
|
2022
Q1 | $3.03M | Sell |
22,204
-13,362
| -38% | -$1.82M | 0.01% | 139 |
|
|
2021
Q4 | $5.63M | Sell |
35,566
-7,398
| -17% | -$1.17M | 0.01% | 134 |
|
|
2021
Q3 | $7.03M | Sell |
42,964
-3,891,446
| -99% | -$637M | 0.01% | 128 |
|
|
2021
Q2 | $612M | Sell |
3,934,410
-3,568,264
| -48% | -$555M | 1.17% | 39 |
|
|
2021
Q1 | $1.14B | Buy |
7,502,674
+313,552
| +4% | +$47.7M | 2.33% | 15 |
|
|
2020
Q4 | $914M | Buy |
7,189,122
+316,941
| +5% | +$40.3M | 2.27% | 19 |
|
|
2020
Q3 | $662M | Buy |
6,872,181
+150,742
| +2% | +$14.5M | 2% | 26 |
|
|
2020
Q2 | $632M | Buy |
6,721,439
+815,544
| +14% | +$76.7M | 2.13% | 21 |
|
|
2020
Q1 | $532M | Buy |
5,905,895
+1,208,283
| +26% | +$109M | 2.24% | 19 |
|
|
2019
Q4 | $655M | Buy |
4,697,612
+1,641,908
| +54% | +$229M | 2.15% | 21 |
|
|
2019
Q3 | $360M | Buy |
3,055,704
+49,851
| +2% | +$5.87M | 1.91% | 28 |
|
|
2019
Q2 | $336M | Sell |
3,005,853
-46,244
| -2% | -$5.17M | 1.88% | 29 |
|
|
2019
Q1 | $309M | Buy |
3,052,097
+153,825
| +5% | +$15.6M | 1.84% | 28 |
|
|
2018
Q4 | $283M | Sell |
2,898,272
-44,831
| -2% | -$4.38M | 1.91% | 27 |
|
|
2018
Q3 | $332M | Buy |
2,943,103
+95,803
| +3% | +$10.8M | 1.93% | 23 |
|
|
2018
Q2 | $297M | Buy |
2,847,300
+208,490
| +8% | +$21.7M | 1.83% | 30 |
|
|
2018
Q1 | $290M | Buy |
2,638,810
+71,751
| +3% | +$7.89M | 1.95% | 26 |
|
|
2017
Q4 | $275M | Buy |
2,567,059
+85,940
| +3% | +$9.19M | 1.9% | 26 |
|
|
2017
Q3 | $237M | Buy |
2,481,119
+9,064
| +0.4% | +$866K | 1.84% | 31 |
|
|
2017
Q2 | $226M | Buy |
2,472,055
+160,876
| +7% | +$14.7M | 1.89% | 31 |
|
|
2017
Q1 | $203M | Buy |
2,311,179
+68,498
| +3% | +$6.02M | 1.85% | 33 |
|
|
2016
Q4 | $194M | Sell |
2,242,681
-794
| -0% | -$68.5K | 1.83% | 35 |
|
|
2016
Q3 | $149M | Sell |
2,243,475
-6,148
| -0.3% | -$409K | 1.55% | 37 |
|
|
2016
Q2 | $140M | Sell |
2,249,623
-37,776
| -2% | -$2.35M | 1.52% | 38 |
|
|
2016
Q1 | $135M | Sell |
2,287,399
-1,190,383
| -34% | -$70.5M | 1.57% | 36 |
|
|
2015
Q4 | $230M | Buy |
3,477,782
+169,782
| +5% | +$11.2M | 2.77% | 12 |
|
|
2015
Q3 | $202M | Buy |
3,308,000
+62,745
| +2% | +$3.83M | 2.52% | 15 |
|
|
2015
Q2 | $220M | Sell |
3,245,255
-28,424
| -0.9% | -$1.93M | 2.59% | 13 |
|
|
2015
Q1 | $198M | Sell |
3,273,679
-43,583
| -1% | -$2.64M | 2.46% | 14 |
|
|
2014
Q4 | $208M | Buy |
3,317,262
+15,185
| +0.5% | +$950K | 2.66% | 13 |
|
|
2014
Q3 | $199M | Buy |
3,302,077
+58,686
| +2% | +$3.54M | 2.62% | 12 |
|
|
2014
Q2 | $187M | Buy |
3,243,391
+282,947
| +10% | +$16.3M | 2.49% | 9 |
|
|
2014
Q1 | $180M | Buy |
2,960,444
+40,174
| +1% | +$2.44M | 2.61% | 7 |
|
|
2013
Q4 | $171M | Buy |
2,920,270
+454,499
| +18% | +$26.6M | 2.72% | 7 |
|
|
2013
Q3 | $127M | Buy |
2,465,771
+570,940
| +30% | +$29.5M | 2.55% | 9 |
|
|
2013
Q2 | $100M | Buy |
+1,894,831
| New | +$100M | 2.75% | 5 |
|