BGC
Beutel, Goodman & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
32,650
-2,838
| -8% | -$823K | 0.05% | 64 |
|
|
2025
Q1 | $8.71M | Buy |
+35,488
| New | +$8.71M | 0.05% | 67 |
|
|
2021
Q4 | – | Sell |
-339,902
| Closed | -$55.6M | – | 69 |
|
|
2021
Q3 | $55.6M | Buy |
339,902
+14,078
| +4% | +$2.3M | 0.34% | 52 |
|
|
2021
Q2 | $50.7M | Sell |
325,824
-143,033
| -31% | -$22.2M | 0.3% | 51 |
|
|
2021
Q1 | $71.4M | Sell |
468,857
-183,729
| -28% | -$28M | 0.45% | 48 |
|
|
2020
Q4 | $82.9M | Buy |
652,586
+38,480
| +6% | +$4.89M | 0.56% | 47 |
|
|
2020
Q3 | $59.1M | Buy |
614,106
+6,102
| +1% | +$587K | 0.48% | 49 |
|
|
2020
Q2 | $57.2M | Buy |
608,004
+87,851
| +17% | +$8.26M | 0.47% | 47 |
|
|
2020
Q1 | $46.8M | Buy |
520,153
+112,348
| +28% | +$10.1M | 0.44% | 46 |
|
|
2019
Q4 | $56.8M | Sell |
407,805
-213,416
| -34% | -$29.8M | 0.33% | 48 |
|
|
2019
Q3 | $55.2M | Sell |
621,221
-25,206
| -4% | -$2.24M | 0.38% | 47 |
|
|
2019
Q2 | $55.2M | Buy |
646,427
+1,309
| +0.2% | +$112K | 0.4% | 48 |
|
|
2019
Q1 | $48.9M | Buy |
645,118
+9,469
| +1% | +$717K | 0.37% | 46 |
|
|
2018
Q4 | $45.5M | Buy |
635,649
+3,917
| +0.6% | +$280K | 0.39% | 45 |
|
|
2018
Q3 | $55.1M | Sell |
631,732
-9,819
| -2% | -$857K | 0.4% | 44 |
|
|
2018
Q2 | $50.9M | Sell |
641,551
-33,127
| -5% | -$2.63M | 0.37% | 44 |
|
|
2018
Q1 | $59.1M | Sell |
674,678
-14,422
| -2% | -$1.26M | 0.45% | 38 |
|
|
2017
Q4 | $58.9M | Buy |
+689,100
| New | +$58.9M | 0.4% | 43 |
|
|
2016
Q4 | – | Sell |
-2,202,960
| Closed | -$112M | – | 30 |
|
|
2016
Q3 | $112M | Sell |
2,202,960
-511,140
| -19% | -$25.9M | 1.08% | 23 |
|
|
2016
Q2 | $130M | Buy |
2,714,100
+128,679
| +5% | +$6.15M | 1.33% | 21 |
|
|
2016
Q1 | $118M | Sell |
2,585,421
-284,628
| -10% | -$13M | 1.31% | 21 |
|
|
2015
Q4 | $127M | Buy |
2,870,049
+24,478
| +0.9% | +$1.08M | 1.53% | 20 |
|
|
2015
Q3 | $121M | Sell |
2,845,571
-8,925
| -0.3% | -$379K | 1.33% | 21 |
|
|
2015
Q2 | $160M | Sell |
2,854,496
-218,265
| -7% | -$12.2M | 1.35% | 21 |
|
|
2015
Q1 | $147M | Buy |
3,072,761
+744,470
| +32% | +$35.6M | 1.41% | 22 |
|
|
2014
Q4 | $126M | Buy |
2,328,291
+31,918
| +1% | +$1.72M | 1.12% | 24 |
|
|
2014
Q3 | $118M | Buy |
2,296,373
+84,092
| +4% | +$4.31M | 1.03% | 26 |
|
|
2014
Q2 | $119M | Buy |
+2,212,281
| New | +$119M | 1.01% | 27 |
|
|
2014
Q1 | – | Sell |
-2,042,020
| Closed | -$127M | – | 29 |
|
|
2013
Q4 | $127M | Buy |
+2,042,020
| New | +$127M | 1.11% | 23 |
|