Bessemer Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57B | Sell |
5,421,472
-19,548
| -0.4% | -$5.67M | 2.55% | 8 |
|
|
2025
Q1 | $1.33B | Sell |
5,441,020
-381,344
| -7% | -$93.5M | 2.39% | 7 |
|
|
2024
Q4 | $1.4B | Sell |
5,822,364
-84,346
| -1% | -$20.2M | 2.28% | 7 |
|
|
2024
Q3 | $1.25B | Buy |
5,906,710
+11,458
| +0.2% | +$2.42M | 2.05% | 7 |
|
|
2024
Q2 | $1.19B | Sell |
5,895,252
-68,555
| -1% | -$13.9M | 2.1% | 7 |
|
|
2024
Q1 | $1.19B | Sell |
5,963,807
-242,622
| -4% | -$48.6M | 2.16% | 7 |
|
|
2023
Q4 | $1.06B | Sell |
6,206,429
-314,462
| -5% | -$53.5M | 2.06% | 7 |
|
|
2023
Q3 | $946M | Buy |
6,520,891
+14,108
| +0.2% | +$2.05M | 2.08% | 7 |
|
|
2023
Q2 | $946M | Buy |
6,506,783
+435,883
| +7% | +$63.4M | 2.01% | 7 |
|
|
2023
Q1 | $791M | Buy |
6,070,900
+85,904
| +1% | +$11.2M | 1.88% | 6 |
|
|
2022
Q4 | $803M | Sell |
5,984,996
-92,753
| -2% | -$12.4M | 1.95% | 7 |
|
|
2022
Q3 | $635M | Sell |
6,077,749
-249,243
| -4% | -$26M | 1.66% | 9 |
|
|
2022
Q2 | $712M | Buy |
6,326,992
+201,325
| +3% | +$22.7M | 1.78% | 9 |
|
|
2022
Q1 | $835M | Buy |
6,125,667
+96,521
| +2% | +$13.2M | 1.75% | 8 |
|
|
2021
Q4 | $955M | Buy |
6,029,146
+96,150
| +2% | +$15.2M | 1.91% | 7 |
|
|
2021
Q3 | $971M | Buy |
5,932,996
+64,646
| +1% | +$10.6M | 2.07% | 9 |
|
|
2021
Q2 | $913M | Buy |
5,868,350
+649,906
| +12% | +$101M | 1.98% | 8 |
|
|
2021
Q1 | $794M | Buy |
5,218,444
+1,316,994
| +34% | +$200M | 1.9% | 8 |
|
|
2020
Q4 | $496M | Buy |
3,901,450
+435,133
| +13% | +$55.3M | 1.3% | 16 |
|
|
2020
Q3 | $334M | Buy |
3,466,317
+317,932
| +10% | +$30.6M | 0.99% | 24 |
|
|
2020
Q2 | $296M | Buy |
3,148,385
+106,639
| +4% | +$10M | 0.93% | 23 |
|
|
2020
Q1 | $274M | Sell |
3,041,746
-436,351
| -13% | -$39.3M | 1.1% | 21 |
|
|
2019
Q4 | $485M | Sell |
3,478,097
-97,322
| -3% | -$13.6M | 1.57% | 9 |
|
|
2019
Q3 | $421M | Buy |
3,575,419
+67,002
| +2% | +$7.89M | 1.5% | 9 |
|
|
2019
Q2 | $392M | Buy |
3,508,417
+2,253,764
| +180% | +$252M | 1.32% | 12 |
|
|
2019
Q1 | $127M | Sell |
1,254,653
-11,684
| -0.9% | -$1.18M | 0.49% | 65 |
|
|
2018
Q4 | $124M | Sell |
1,266,337
-343,665
| -21% | -$33.5M | 0.54% | 58 |
|
|
2018
Q3 | $182M | Sell |
1,610,002
-175,909
| -10% | -$19.8M | 0.68% | 51 |
|
|
2018
Q2 | $186M | Sell |
1,785,911
-6,633
| -0.4% | -$691K | 0.72% | 50 |
|
|
2018
Q1 | $197M | Sell |
1,792,544
-296,523
| -14% | -$32.6M | 0.77% | 45 |
|
|
2017
Q4 | $223M | Sell |
2,089,067
-94
| -0% | -$10.1K | 0.87% | 38 |
|
|
2017
Q3 | $200M | Sell |
2,089,161
-648,099
| -24% | -$61.9M | 0.8% | 38 |
|
|
2017
Q2 | $250M | Buy |
2,737,260
+25,285
| +0.9% | +$2.31M | 1.01% | 26 |
|
|
2017
Q1 | $238M | Sell |
2,711,975
-329,472
| -11% | -$28.9M | 0.99% | 26 |
|
|
2016
Q4 | $262M | Buy |
3,041,447
+892,848
| +42% | +$77M | 1.21% | 11 |
|
|
2016
Q3 | $143M | Sell |
2,148,599
-43,688
| -2% | -$2.91M | 0.72% | 42 |
|
|
2016
Q2 | $136M | Sell |
2,192,287
-1,055
| -0% | -$65.6K | 0.75% | 36 |
|
|
2016
Q1 | $130M | Sell |
2,193,342
-247,694
| -10% | -$14.7M | 0.73% | 35 |
|
|
2015
Q4 | $161M | Buy |
2,441,036
+40,652
| +2% | +$2.68M | 0.9% | 28 |
|
|
2015
Q3 | $146M | Buy |
2,400,384
+90,054
| +4% | +$5.49M | 0.84% | 30 |
|
|
2015
Q2 | $157M | Sell |
2,310,330
-217,219
| -9% | -$14.7M | 0.82% | 36 |
|
|
2015
Q1 | $153M | Buy |
2,527,549
+800,290
| +46% | +$48.5M | 0.78% | 49 |
|
|
2014
Q4 | $108M | Sell |
1,727,259
-45,957
| -3% | -$2.88M | 0.58% | 71 |
|
|
2014
Q3 | $107M | Buy |
1,773,216
+140,774
| +9% | +$8.48M | 0.61% | 56 |
|
|
2014
Q2 | $94.1M | Buy |
1,632,442
+377,000
| +30% | +$21.7M | 0.58% | 63 |
|
|
2014
Q1 | $76.2M | Buy |
1,255,442
+359,472
| +40% | +$21.8M | 0.51% | 82 |
|
|
2013
Q4 | $52.4M | Buy |
895,970
+318,025
| +55% | +$18.6M | 0.38% | 97 |
|
|
2013
Q3 | $29.9M | Sell |
577,945
-753,239
| -57% | -$38.9M | 0.24% | 106 |
|
|
2013
Q2 | $70.3M | Buy |
+1,331,184
| New | +$70.3M | 0.63% | 70 |
|