Aviva’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 | $647M | Buy |
2,232,458
+126,742
| +6% | +$36.7M | 1.34% | 11 |
|
|
2025
Q1 | $517M | Buy |
2,105,716
+253,907
| +14% | +$62.3M | 1.25% | 11 |
|
|
2024
Q4 | $444M | Buy |
1,851,809
+102,319
| +6% | +$24.5M | 1.15% | 12 |
|
|
2024
Q3 | $369M | Buy |
1,749,490
+28,170
| +2% | +$5.94M | 0.96% | 14 |
|
|
2024
Q2 | $348M | Buy |
1,721,320
+282,435
| +20% | +$57.1M | 0.97% | 13 |
|
|
2024
Q1 | $288M | Buy |
1,438,885
+32,980
| +2% | +$6.61M | 0.95% | 15 |
|
|
2023
Q4 | $239M | Buy |
1,405,905
+93,935
| +7% | +$16M | 0.86% | 15 |
|
|
2023
Q3 | $190M | Buy |
1,311,970
+38,411
| +3% | +$5.57M | 0.8% | 19 |
|
|
2023
Q2 | $185M | Buy |
1,273,559
+350,182
| +38% | +$50.9M | 0.75% | 19 |
|
|
2023
Q1 | $120M | Sell |
923,377
-126,128
| -12% | -$16.4M | 0.54% | 21 |
|
|
2022
Q4 | $141M | Buy |
1,049,505
+197,532
| +23% | +$26.5M | 0.69% | 14 |
|
|
2022
Q3 | $89M | Sell |
851,973
-63,356
| -7% | -$6.62M | 0.51% | 21 |
|
|
2022
Q2 | $103M | Buy |
915,329
+4,774
| +0.5% | +$538K | 0.55% | 23 |
|
|
2022
Q1 | $124M | Sell |
910,555
-741,600
| -45% | -$101M | 0.62% | 23 |
|
|
2021
Q4 | $262M | Buy |
1,652,155
+1,525
| +0.1% | +$241K | 1.1% | 14 |
|
|
2021
Q3 | $270M | Buy |
1,650,630
+297,390
| +22% | +$48.7M | 1.21% | 10 |
|
|
2021
Q2 | $210M | Sell |
1,353,240
-12,568
| -0.9% | -$1.95M | 0.92% | 14 |
|
|
2021
Q1 | $208M | Sell |
1,365,808
-50,137
| -4% | -$7.63M | 1.02% | 15 |
|
|
2020
Q4 | $180M | Sell |
1,415,945
-90,744
| -6% | -$11.5M | 0.94% | 13 |
|
|
2020
Q3 | $145M | Sell |
1,506,689
-14,623
| -1% | -$1.41M | 0.86% | 16 |
|
|
2020
Q2 | $143M | Sell |
1,521,312
-449,751
| -23% | -$42.3M | 0.89% | 14 |
|
|
2020
Q1 | $177M | Sell |
1,971,063
-57,170
| -3% | -$5.15M | 1.3% | 11 |
|
|
2019
Q4 | $283M | Buy |
2,028,233
+12,925
| +0.6% | +$1.8M | 1.71% | 5 |
|
|
2019
Q3 | $237M | Sell |
2,015,308
-41,383
| -2% | -$4.87M | 1.61% | 6 |
|
|
2019
Q2 | $230M | Sell |
2,056,691
-75,092
| -4% | -$8.4M | 1.58% | 5 |
|
|
2019
Q1 | $216M | Sell |
2,131,783
-209,115
| -9% | -$21.2M | 1.45% | 6 |
|
|
2018
Q4 | $229M | Sell |
2,340,898
-372,227
| -14% | -$36.3M | 1.7% | 4 |
|
|
2018
Q3 | $306M | Sell |
2,713,125
-136,876
| -5% | -$15.4M | 1.68% | 4 |
|
|
2018
Q2 | $297M | Buy |
2,850,001
+213,725
| +8% | +$22.3M | 1.75% | 4 |
|
|
2018
Q1 | $290M | Sell |
2,636,276
-145,078
| -5% | -$16M | 1.77% | 4 |
|
|
2017
Q4 | $297M | Sell |
2,781,354
-328,005
| -11% | -$35.1M | 1.68% | 3 |
|
|
2017
Q3 | $297M | Buy |
3,109,359
+26,449
| +0.9% | +$2.53M | 1.6% | 3 |
|
|
2017
Q2 | $282M | Buy |
3,082,910
+160,019
| +5% | +$14.6M | 1.58% | 3 |
|
|
2017
Q1 | $257M | Sell |
2,922,891
-112,740
| -4% | -$9.9M | 1.47% | 4 |
|
|
2016
Q4 | $262M | Buy |
3,035,631
+72,894
| +2% | +$6.29M | 1.57% | 4 |
|
|
2016
Q3 | $197M | Buy |
2,962,737
+90,490
| +3% | +$6.03M | 1.23% | 10 |
|
|
2016
Q2 | $179M | Buy |
2,872,247
+273,504
| +11% | +$17M | 1.22% | 9 |
|
|
2016
Q1 | $154M | Buy |
2,598,743
+35,131
| +1% | +$2.08M | 1.14% | 8 |
|
|
2015
Q4 | $169M | Buy |
2,563,612
+100,332
| +4% | +$6.62M | 1.28% | 7 |
|
|
2015
Q3 | $150M | Sell |
2,463,280
-348,648
| -12% | -$21.3M | 1.24% | 6 |
|
|
2015
Q2 | $191M | Sell |
2,811,928
-59,604
| -2% | -$4.04M | 1.35% | 5 |
|
|
2015
Q1 | $174M | Buy |
2,871,532
+287,039
| +11% | +$17.4M | 1.19% | 7 |
|
|
2014
Q4 | $162M | Sell |
2,584,493
-174,584
| -6% | -$10.9M | 1.26% | 5 |
|
|
2014
Q3 | $166M | Buy |
2,759,077
+21,294
| +0.8% | +$1.28M | 1.32% | 4 |
|
|
2014
Q2 | $158M | Buy |
2,737,783
+176,897
| +7% | +$10.2M | 1.21% | 6 |
|
|
2014
Q1 | $155M | Sell |
2,560,886
-49,293
| -2% | -$2.99M | 1.26% | 6 |
|
|
2013
Q4 | $153M | Sell |
2,610,179
-240,705
| -8% | -$14.1M | 1.28% | 6 |
|
|
2013
Q3 | $147M | Buy |
2,850,884
+194,859
| +7% | +$10.1M | 1.29% | 5 |
|
|
2013
Q2 | $140M | Buy |
+2,656,025
| New | +$140M | 1.42% | 4 |
|