Bahl & Gaynor’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 | $600M | Sell |
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|
2025
Q1 | $512M | Buy |
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|
2024
Q4 | $478M | Sell |
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|
2024
Q3 | $425M | Buy |
|
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|
2024
Q2 | $391M | Buy |
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|
2024
Q1 | $336M | Buy |
|
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|
2023
Q4 | $200M | Sell |
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|
2023
Q3 | $175M | Sell |
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|
2023
Q2 | $176M | Sell |
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|
2023
Q1 | $233M | Buy |
|
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|
2022
Q4 | $166M | Sell |
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|
2022
Q3 | $153M | Sell |
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|
2022
Q2 | $247M | Sell |
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|
2022
Q1 | $379M | Sell |
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|
2021
Q4 | $577M | Sell |
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|
2021
Q3 | $615M | Sell |
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|
2021
Q2 | $586M | Sell |
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|
2021
Q1 | $576M | Sell |
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|
2020
Q4 | $485M | Sell |
|
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|
2020
Q3 | $377M | Sell |
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|
2020
Q2 | $373M | Sell |
|
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|
2020
Q1 | $359M | Sell |
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|
2019
Q4 | $586M | Sell |
|
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|
2019
Q3 | $498M | Sell |
|
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|
2019
Q2 | $481M | Buy |
|
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|
2019
Q1 | $359M | Buy |
|
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|
2018
Q4 | $332M | Buy |
|
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|
2018
Q3 | $268M | Sell |
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|
2018
Q2 | $349M | Buy |
|
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|
2018
Q1 | $350M | Sell |
|
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|
2017
Q4 | $361M | Sell |
|
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|
2017
Q3 | $327M | Buy |
|
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|
2017
Q2 | $291M | Sell |
|
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|
2017
Q1 | $287M | Buy |
|
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|
2016
Q4 | $266M | Sell |
|
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|
2016
Q3 | $213M | Buy |
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|
2016
Q2 | $182M | Sell |
|
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|
2016
Q1 | $177M | Buy |
|
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|
2015
Q4 | $195M | Buy |
|
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|
2015
Q3 | $179M | Buy |
|
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|
2015
Q2 | $191M | Buy |
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|
2015
Q1 | $112M | Buy |
|
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|
2014
Q4 | $75.7M | Buy |
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|
2014
Q3 | $1.74M | Buy |
|
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|
2014
Q2 | $1.57M | Buy |
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|
2014
Q1 | $1.54M | Sell |
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|
2013
Q4 | $1.53M | Buy |
|
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|
2013
Q3 | $1.29M | Buy |
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|
2013
Q2 | $1.29M | Buy |
|