Aristotle 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 | $3.52M | Sell |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $2.57M | Hold |
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|
2024
Q2 | $2.47M | Hold |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $3.03M | Sell |
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|
2021
Q4 | $5.63M | Sell |
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|
2021
Q3 | $7.03M | Sell |
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|
2021
Q2 | $612M | Sell |
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|
2021
Q1 | $1.14B | Buy |
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|
2020
Q4 | $914M | Buy |
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|
2020
Q3 | $662M | Buy |
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|
2020
Q2 | $632M | Buy |
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|
2020
Q1 | $532M | Buy |
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|
2019
Q4 | $655M | Buy |
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|
2019
Q3 | $360M | Buy |
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|
2019
Q2 | $336M | Sell |
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|
2019
Q1 | $309M | Buy |
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|
2018
Q4 | $283M | Sell |
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|
2018
Q3 | $332M | Buy |
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|
2018
Q2 | $297M | Buy |
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|
2018
Q1 | $290M | Buy |
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|
2017
Q4 | $275M | Buy |
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|
2017
Q3 | $237M | Buy |
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|
2017
Q2 | $226M | Buy |
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|
2017
Q1 | $203M | Buy |
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|
2016
Q4 | $194M | Sell |
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|
2016
Q3 | $149M | Sell |
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|
2016
Q2 | $140M | Sell |
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|
2016
Q1 | $135M | Sell |
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|
2015
Q4 | $230M | Buy |
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|
2015
Q3 | $202M | Buy |
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|
2015
Q2 | $220M | Sell |
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|
2015
Q1 | $198M | Sell |
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|
2014
Q4 | $208M | Buy |
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|
2014
Q3 | $199M | Buy |
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|
2014
Q2 | $187M | Buy |
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|
2014
Q1 | $180M | Buy |
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|
2013
Q4 | $171M | Buy |
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|
2013
Q3 | $127M | Buy |
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|
2013
Q2 | $100M | Buy |
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