BMSSC
B. Metzler seel. Sohn & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Sell |
583,668
-38,897
| -6% | -$11.3M | 1.62% | 17 |
|
|
2025
Q1 | $153M | Buy |
622,565
+157,205
| +34% | +$38.6M | 1.57% | 17 |
|
|
2024
Q4 | $111M | Buy |
465,360
+111,171
| +31% | +$26.6M | 1.15% | 21 |
|
|
2024
Q3 | $74.7M | Buy |
354,189
+45,772
| +15% | +$9.65M | 0.74% | 27 |
|
|
2024
Q2 | $62.4M | Sell |
308,417
-39,227
| -11% | -$7.93M | 0.6% | 31 |
|
|
2024
Q1 | $69.6M | Buy |
347,644
+14,670
| +4% | +$2.94M | 0.77% | 28 |
|
|
2023
Q4 | $56.6M | Buy |
332,974
+70,601
| +27% | +$12M | 0.72% | 26 |
|
|
2023
Q3 | $38M | Sell |
262,373
-11,721
| -4% | -$1.7M | 0.57% | 33 |
|
|
2023
Q2 | $39.9M | Sell |
274,094
-906
| -0.3% | -$132K | 0.54% | 34 |
|
|
2023
Q1 | $35.8M | Sell |
275,000
-25,225
| -8% | -$3.29M | 0.56% | 32 |
|
|
2022
Q4 | $40.3M | Buy |
300,225
+24,059
| +9% | +$3.23M | 0.69% | 32 |
|
|
2022
Q3 | $28.9M | Buy |
276,166
+302
| +0.1% | +$31.6K | 0.52% | 37 |
|
|
2022
Q2 | $31.1M | Sell |
275,864
-704
| -0.3% | -$79.3K | 0.51% | 37 |
|
|
2022
Q1 | $37.7M | Buy |
276,568
+2,473
| +0.9% | +$337K | 0.5% | 40 |
|
|
2021
Q4 | $43.4M | Sell |
274,095
-805,229
| -75% | -$128M | 0.56% | 33 |
|
|
2021
Q3 | $177M | Buy |
1,079,324
+63,745
| +6% | +$10.5M | 2.57% | 9 |
|
|
2021
Q2 | $158M | Sell |
1,015,579
-468,929
| -32% | -$72.9M | 2.35% | 11 |
|
|
2021
Q1 | $226M | Buy |
1,484,508
+516,938
| +53% | +$78.8M | 3.72% | 6 |
|
|
2020
Q4 | $122M | Buy |
+967,570
| New | +$122M | 2.26% | 12 |
|