Barrow, Hanley, Mewhinney & Strauss’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Sell |
131,498
-2,775
| -2% | -$805K | 0.13% | 109 |
|
|
2025
Q1 | $32.9M | Sell |
134,273
-21,886
| -14% | -$5.37M | 0.12% | 108 |
|
|
2024
Q4 | $37.4M | Sell |
156,159
-10,140
| -6% | -$2.43M | 0.13% | 116 |
|
|
2024
Q3 | $35.1M | Sell |
166,299
-19,341
| -10% | -$4.08M | 0.11% | 123 |
|
|
2024
Q2 | $37.5M | Sell |
185,640
-104,692
| -36% | -$21.2M | 0.13% | 120 |
|
|
2024
Q1 | $58.2M | Buy |
290,332
+2,793
| +1% | +$559K | 0.2% | 96 |
|
|
2023
Q4 | $48.9M | Sell |
287,539
-3,644
| -1% | -$620K | 0.17% | 99 |
|
|
2023
Q3 | $42.2M | Sell |
291,183
-399,009
| -58% | -$57.9M | 0.16% | 102 |
|
|
2023
Q2 | $100M | Sell |
690,192
-27,421
| -4% | -$3.99M | 0.37% | 65 |
|
|
2023
Q1 | $93.5M | Sell |
717,613
-83,073
| -10% | -$10.8M | 0.36% | 66 |
|
|
2022
Q4 | $107M | Sell |
800,686
-9,316
| -1% | -$1.25M | 0.4% | 59 |
|
|
2022
Q3 | $84.6M | Sell |
810,002
-6,079
| -0.7% | -$635K | 0.35% | 65 |
|
|
2022
Q2 | $91.9M | Sell |
816,081
-519,170
| -39% | -$58.5M | 0.35% | 66 |
|
|
2022
Q1 | $182M | Sell |
1,335,251
-1,360,263
| -50% | -$185M | 0.59% | 51 |
|
|
2021
Q4 | $427M | Sell |
2,695,514
-146,248
| -5% | -$23.2M | 1.35% | 33 |
|
|
2021
Q3 | $465M | Sell |
2,841,762
-391,627
| -12% | -$64.1M | 1.54% | 26 |
|
|
2021
Q2 | $503M | Sell |
3,233,389
-840,577
| -21% | -$131M | 1.61% | 25 |
|
|
2021
Q1 | $620M | Sell |
4,073,966
-290,853
| -7% | -$44.3M | 1.97% | 10 |
|
|
2020
Q4 | $555M | Sell |
4,364,819
-476,486
| -10% | -$60.5M | 1.91% | 16 |
|
|
2020
Q3 | $466M | Sell |
4,841,305
-230,434
| -5% | -$22.2M | 1.79% | 16 |
|
|
2020
Q2 | $477M | Buy |
5,071,739
+230,698
| +5% | +$21.7M | 1.87% | 17 |
|
|
2020
Q1 | $436M | Sell |
4,841,041
-307,881
| -6% | -$27.7M | 2% | 15 |
|
|
2019
Q4 | $718M | Sell |
5,148,922
-4,412,996
| -46% | -$615M | 2.3% | 9 |
|
|
2019
Q3 | $1.13B | Sell |
9,561,918
-750,488
| -7% | -$88.3M | 2.21% | 15 |
|
|
2019
Q2 | $1.15B | Sell |
10,312,406
-1,227,714
| -11% | -$137M | 2.1% | 18 |
|
|
2019
Q1 | $1.17B | Buy |
11,540,120
+251,251
| +2% | +$25.4M | 2.1% | 15 |
|
|
2018
Q4 | $1.1B | Sell |
11,288,869
-569,196
| -5% | -$55.6M | 2.16% | 14 |
|
|
2018
Q3 | $1.34B | Sell |
11,858,065
-3,739,059
| -24% | -$422M | 2.12% | 15 |
|
|
2018
Q2 | $1.63B | Sell |
15,597,124
-1,560,726
| -9% | -$163M | 2.62% | 2 |
|
|
2018
Q1 | $1.89B | Sell |
17,157,850
-664,600
| -4% | -$73.1M | 3% | 1 |
|
|
2017
Q4 | $1.91B | Sell |
17,822,450
-1,312,680
| -7% | -$140M | 2.84% | 2 |
|
|
2017
Q3 | $1.83B | Sell |
19,135,130
-616,117
| -3% | -$58.8M | 2.75% | 4 |
|
|
2017
Q2 | $1.81B | Sell |
19,751,247
-688,348
| -3% | -$62.9M | 2.74% | 4 |
|
|
2017
Q1 | $1.8B | Sell |
20,439,595
-1,559,956
| -7% | -$137M | 2.7% | 3 |
|
|
2016
Q4 | $1.9B | Sell |
21,999,551
-3,624,629
| -14% | -$313M | 2.84% | 2 |
|
|
2016
Q3 | $1.71B | Sell |
25,624,180
-4,513,511
| -15% | -$301M | 2.6% | 3 |
|
|
2016
Q2 | $1.87B | Sell |
30,137,691
-896,353
| -3% | -$55.7M | 2.85% | 2 |
|
|
2016
Q1 | $1.84B | Sell |
31,034,044
-210,868
| -0.7% | -$12.5M | 2.81% | 4 |
|
|
2015
Q4 | $2.06B | Sell |
31,244,912
-1,400,425
| -4% | -$92.5M | 3.07% | 3 |
|
|
2015
Q3 | $1.99B | Sell |
32,645,337
-720,350
| -2% | -$43.9M | 3.06% | 3 |
|
|
2015
Q2 | $2.26B | Buy |
33,365,687
+31,290
| +0.1% | +$2.12M | 3.08% | 3 |
|
|
2015
Q1 | $2.02B | Sell |
33,334,397
-557,311
| -2% | -$33.8M | 2.74% | 3 |
|
|
2014
Q4 | $2.12B | Buy |
33,891,708
+311,348
| +0.9% | +$19.5M | 2.84% | 3 |
|
|
2014
Q3 | $2.02B | Buy |
33,580,360
+287,276
| +0.9% | +$17.3M | 2.76% | 2 |
|
|
2014
Q2 | $1.92B | Buy |
33,293,084
+477,532
| +1% | +$27.5M | 2.58% | 6 |
|
|
2014
Q1 | $1.99B | Sell |
32,815,552
-549,700
| -2% | -$33.4M | 2.85% | 2 |
|
|
2013
Q4 | $1.95B | Buy |
33,365,252
+570,961
| +2% | +$33.4M | 2.83% | 4 |
|
|
2013
Q3 | $1.7B | Buy |
32,794,291
+604,098
| +2% | +$31.2M | 2.71% | 6 |
|
|
2013
Q2 | $1.7B | Buy |
+32,190,193
| New | +$1.7B | 2.86% | 4 |
|