Bahl & Gaynor’s JPMorgan Chase JPM Stock Holding History

Bahl & Gaynor’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$568M	Buy	1,930,782 +3,740	+0.2%	+$1.14M	2.86%	6
2025 Q4	$621M	Sell	1,927,042 -84,259	-4%	-$26.1M	3.14%	5
2025 Q3	$634M	Sell	2,011,301 -58,074	-3%	-$17.3M	3.15%	4
2025 Q2	$600M	Sell	2,069,375 -19,003	-0.9%	-$4.85M	3.04%	6
2025 Q1	$512M	Buy	2,088,378 +92,820	+5%	+$23.7M	2.61%	7
2024 Q4	$478M	Sell	1,995,558 -20,341	-1%	-$4.74M	2.53%	7
2024 Q3	$425M	Buy	2,015,899 +82,308	+4%	+$17.3M	2.19%	12
2024 Q2	$391M	Buy	1,933,591 +258,603	+15%	+$50.6M	2.19%	11
2024 Q1	$336M	Buy	1,674,988 +500,445	+43%	+$90.3M	1.87%	15
2023 Q4	$200M	Sell	1,174,543 -32,461	-3%	-$4.92M	1.2%	27
2023 Q3	$175M	Sell	1,207,004 -2,631	-0.2%	-$394K	1.12%	31
2023 Q2	$176M	Sell	1,209,635 -580,747	-32%	-$79.9M	1.07%	31
2023 Q1	$233M	Buy	1,790,382 +550,588	+44%	+$75.4M	1.26%	29
2022 Q4	$166M	Sell	1,239,794 -221,127	-15%	-$28M	1.04%	33
2022 Q3	$153M	Sell	1,460,921 -734,652	-33%	-$84.3M	1.01%	39
2022 Q2	$247M	Sell	2,195,573 -584,380	-21%	-$72.4M	1.63%	23
2022 Q1	$379M	Sell	2,779,953 -862,718	-24%	-$127M	2.79%	6
2021 Q4	$577M	Sell	3,642,671 -112,565	-3%	-$18.5M	3.22%	5
2021 Q3	$615M	Sell	3,755,236 -12,395	-0.3%	-$1.94M	3.77%	2
2021 Q2	$586M	Sell	3,767,631 -13,273	-0.4%	-$2.08M	3.57%	2
2021 Q1	$576M	Sell	3,780,904 -36,947	-1%	-$5.32M	3.64%	3
2020 Q4	$485M	Sell	3,817,851 -99,101	-3%	-$11.1M	3.09%	6
2020 Q3	$377M	Sell	3,916,952 -45,652	-1%	-$4.48M	2.67%	7
2020 Q2	$373M	Sell	3,962,604 -29,216	-0.7%	-$2.77M	2.8%	6
2020 Q1	$359M	Sell	3,991,820 -212,075	-5%	-$25.8M	3.13%	4
2019 Q4	$586M	Sell	4,203,895 -25,798	-0.6%	-$3.31M	4.07%	2
2019 Q3	$498M	Sell	4,229,693 -71,003	-2%	-$8.03M	3.6%	3
2019 Q2	$481M	Buy	4,300,696 +752,432	+21%	+$83M	3.56%	4
2019 Q1	$359M	Buy	3,548,264 +143,147	+4%	+$14.7M	3.29%	4
2018 Q4	$332M	Buy	3,405,117 +1,027,586	+43%	+$109M	3.55%	3
2018 Q3	$268M	Sell	2,377,531 -974,641	-29%	-$111M	3.45%	2
2018 Q2	$349M	Buy	3,352,172 +171,437	+5%	+$18.8M	3.65%	2
2018 Q1	$350M	Sell	3,180,735 -195,328	-6%	-$22.1M	3.85%	2
2017 Q4	$361M	Sell	3,376,063 -52,824	-2%	-$5.35M	3.71%	2
2017 Q3	$327M	Buy	3,428,887 +240,969	+8%	+$22.2M	3.59%	2
2017 Q2	$291M	Sell	3,187,918 -75,347	-2%	-$6.5M	3.32%	2
2017 Q1	$287M	Buy	3,263,265 +176,219	+6%	+$15.5M	3.29%	2
2016 Q4	$266M	Sell	3,087,046 -110,188	-3%	-$8.4M	3.25%	2
2016 Q3	$213M	Buy	3,197,234 +272,396	+9%	+$17.8M	2.58%	8
2016 Q2	$182M	Sell	2,924,838 -62,933	-2%	-$3.93M	2.36%	8
2016 Q1	$177M	Buy	2,987,771 +40,975	+1%	+$2.39M	2.35%	9
2015 Q4	$195M	Buy	2,946,796 +5,516	+0.2%	+$359K	2.66%	4
2015 Q3	$179M	Buy	2,941,280 +129,168	+5%	+$8.46M	2.58%	4
2015 Q2	$191M	Buy	2,812,112 +961,105	+52%	+$62.8M	2.56%	2
2015 Q1	$112M	Buy	1,851,007 +641,431	+53%	+$38M	1.52%	24
2014 Q4	$75.7M	Buy	1,209,576 +1,180,724	+4,092%	+$71.1M	1.06%	36
2014 Q3	$1.74M	Buy	28,852 +1,587	+6%	+$92.8K	0.03%	182
2014 Q2	$1.57M	Buy	27,265 +1,976	+8%	+$111K	0.02%	189
2014 Q1	$1.54M	Sell	25,289 -924	-4%	-$53.4K	0.02%	187
2013 Q4	$1.53M	Buy	26,213 +1,212	+5%	+$66.4K	0.03%	182
2013 Q3	$1.29M	Buy	25,001 +593	+2%	+$31.8K	0.02%	179
2013 Q2	$1.29M	Buy	+24,408	New	+$1.24M	0.02%	175