Artemis Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Hold |
59,405
| – | – | 0.22% | 125 |
|
|
2025
Q1 | $14.6M | Sell |
59,405
-9,386
| -14% | -$2.3M | 0.22% | 116 |
|
|
2024
Q4 | $16.5M | Hold |
68,791
| – | – | 0.23% | 113 |
|
|
2024
Q3 | $14.5M | Sell |
68,791
-1,137
| -2% | -$240K | 0.22% | 113 |
|
|
2024
Q2 | $14.1M | Sell |
69,928
-20,972
| -23% | -$4.24M | 0.19% | 120 |
|
|
2024
Q1 | $18.2M | Sell |
90,900
-5,207
| -5% | -$1.04M | 0.23% | 108 |
|
|
2023
Q4 | $16.3M | Sell |
96,107
-4,399
| -4% | -$748K | 0.24% | 102 |
|
|
2023
Q3 | $14.6M | Buy |
100,506
+7,533
| +8% | +$1.09M | 0.2% | 106 |
|
|
2023
Q2 | $13.5M | Buy |
92,973
+34,337
| +59% | +$4.99M | 0.17% | 123 |
|
|
2023
Q1 | $7.62M | Sell |
58,636
-9,066
| -13% | -$1.18M | 0.09% | 158 |
|
|
2022
Q4 | $9.13M | Buy |
+67,702
| New | +$9.13M | 0.1% | 146 |
|
|
2022
Q1 | – | Sell |
-980,310
| Closed | -$155M | – | 283 |
|
|
2021
Q4 | $155M | Sell |
980,310
-413,314
| -30% | -$65.4M | 1.13% | 19 |
|
|
2021
Q3 | $228M | Buy |
1,393,624
+718,500
| +106% | +$118M | 1.8% | 6 |
|
|
2021
Q2 | $105M | Sell |
675,124
-298,755
| -31% | -$46.5M | 0.91% | 25 |
|
|
2021
Q1 | $148M | Sell |
973,879
-36,449
| -4% | -$5.55M | 1.41% | 10 |
|
|
2020
Q4 | $128M | Buy |
1,010,328
+243,787
| +32% | +$31M | 1.34% | 12 |
|
|
2020
Q3 | $73.7M | Buy |
766,541
+319,195
| +71% | +$30.7M | 0.93% | 26 |
|
|
2020
Q2 | $42.1M | Sell |
447,346
-13,451
| -3% | -$1.27M | 0.57% | 55 |
|
|
2020
Q1 | $41.6K | Sell |
460,797
-639,751
| -58% | -$57.7K | 0.07% | 46 |
|
|
2019
Q4 | $153M | Buy |
1,100,548
+820,208
| +293% | +$114M | 1.94% | 4 |
|
|
2019
Q3 | $32.9M | Buy |
280,340
+21,200
| +8% | +$2.49M | 0.45% | 73 |
|
|
2019
Q2 | $28.9M | Sell |
259,140
-6,040
| -2% | -$673K | 0.34% | 92 |
|
|
2019
Q1 | $26.9M | Sell |
265,180
-113,900
| -30% | -$11.5M | 0.31% | 93 |
|
|
2018
Q4 | $37M | Buy |
379,080
+770
| +0.2% | +$75.3K | 0.48% | 65 |
|
|
2018
Q3 | $42.7M | Sell |
378,310
-160,835
| -30% | -$18.1M | 0.47% | 58 |
|
|
2018
Q2 | $56.2M | Sell |
539,145
-92,736
| -15% | -$9.67M | 0.77% | 38 |
|
|
2018
Q1 | $69.5M | Sell |
631,881
-198,266
| -24% | -$21.8M | 1.08% | 27 |
|
|
2017
Q4 | $89M | Sell |
830,147
-235,591
| -22% | -$25.3M | 1.48% | 16 |
|
|
2017
Q3 | $102M | Buy |
1,065,738
+546,066
| +105% | +$52.1M | 2.09% | 8 |
|
|
2017
Q2 | $47.5M | Buy |
519,672
+34,142
| +7% | +$3.12M | 1.15% | 24 |
|
|
2017
Q1 | $42.7M | Sell |
485,530
-43,322
| -8% | -$3.81M | 1.15% | 27 |
|
|
2016
Q4 | $45.7M | Buy |
528,852
+355,752
| +206% | +$30.7M | 1.23% | 17 |
|
|
2016
Q3 | $11.5M | Sell |
173,100
-901,805
| -84% | -$60M | 0.32% | 93 |
|
|
2016
Q2 | $66.8M | Buy |
1,074,905
+537,259
| +100% | +$33.4M | 1.82% | 11 |
|
|
2016
Q1 | $31.8M | Sell |
537,646
-409,191
| -43% | -$24.2M | 0.8% | 29 |
|
|
2015
Q4 | $62.5M | Buy |
946,837
+106,622
| +13% | +$7.04M | 1.56% | 14 |
|
|
2015
Q3 | $51.2M | Sell |
840,215
-961,847
| -53% | -$58.6M | 1.51% | 13 |
|
|
2015
Q2 | $122M | Buy |
1,802,062
+1,679,818
| +1,374% | +$114M | 3.96% | 6 |
|
|
2015
Q1 | $7.41M | Sell |
122,244
-93,632
| -43% | -$5.68M | 0.3% | 86 |
|
|
2014
Q4 | $13.5M | Sell |
215,876
-86,538
| -29% | -$5.42M | 0.53% | 51 |
|
|
2014
Q3 | $18.2M | Buy |
+302,414
| New | +$18.2M | 0.91% | 37 |
|