Boston Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12B | Sell |
7,324,579
-28,388
| -0.4% | -$8.23M | 2.36% | 1 |
|
|
2025
Q1 | $1.8B | Sell |
7,352,967
-1,010,030
| -12% | -$247M | 2.18% | 1 |
|
|
2024
Q4 | $2.01B | Sell |
8,362,997
-296,372
| -3% | -$71.3M | 2.45% | 1 |
|
|
2024
Q3 | $1.83B | Sell |
8,659,369
-353,739
| -4% | -$74.8M | 2.16% | 1 |
|
|
2024
Q2 | $1.82B | Sell |
9,013,108
-44,719
| -0.5% | -$9.05M | 2.27% | 1 |
|
|
2024
Q1 | $1.81B | Sell |
9,057,827
-35,342
| -0.4% | -$7.07M | 2.16% | 1 |
|
|
2023
Q4 | $1.55B | Sell |
9,093,169
-215,253
| -2% | -$36.6M | 2.05% | 1 |
|
|
2023
Q3 | $1.35B | Buy |
9,308,422
+48,957
| +0.5% | +$7.09M | 1.87% | 1 |
|
|
2023
Q2 | $1.35B | Sell |
9,259,465
-207,973
| -2% | -$30.4M | 1.82% | 1 |
|
|
2023
Q1 | $1.24B | Sell |
9,467,438
-299,047
| -3% | -$39.1M | 1.7% | 3 |
|
|
2022
Q4 | $1.31B | Sell |
9,766,485
-297,433
| -3% | -$40M | 1.77% | 2 |
|
|
2022
Q3 | $1.06B | Buy |
10,063,918
+2,227,785
| +28% | +$235M | 1.55% | 4 |
|
|
2022
Q2 | $883M | Buy |
7,836,133
+108,487
| +1% | +$12.2M | 1.23% | 8 |
|
|
2022
Q1 | $1.05B | Buy |
7,727,646
+49,630
| +0.6% | +$6.76M | 1.27% | 5 |
|
|
2021
Q4 | $1.22B | Sell |
7,678,016
-346,061
| -4% | -$54.8M | 1.47% | 3 |
|
|
2021
Q3 | $1.31B | Buy |
8,024,077
+87,963
| +1% | +$14.4M | 1.66% | 1 |
|
|
2021
Q2 | $1.23B | Sell |
7,936,114
-466,110
| -6% | -$72.5M | 1.57% | 2 |
|
|
2021
Q1 | $1.28B | Sell |
8,402,224
-402,634
| -5% | -$61.3M | 1.72% | 1 |
|
|
2020
Q4 | $1.12B | Sell |
8,804,858
-2,526,405
| -22% | -$321M | 1.74% | 2 |
|
|
2020
Q3 | $1.09B | Buy |
11,331,263
+1,269,306
| +13% | +$122M | 1.99% | 1 |
|
|
2020
Q2 | $946M | Buy |
10,061,957
+552,958
| +6% | +$52M | 1.74% | 1 |
|
|
2020
Q1 | $856M | Sell |
9,508,999
-735,956
| -7% | -$66.2M | 1.7% | 3 |
|
|
2019
Q4 | $1.43B | Buy |
10,244,955
+33,669
| +0.3% | +$4.69M | 1.89% | 3 |
|
|
2019
Q3 | $1.2B | Buy |
10,211,286
+7,668,930
| +302% | +$903M | 1.63% | 4 |
|
|
2019
Q2 | $284M | Sell |
2,542,356
-173,877
| -6% | -$19.4M | 0.37% | 88 |
|
|
2019
Q1 | $275M | Sell |
2,716,233
-9,823,165
| -78% | -$994M | 0.36% | 82 |
|
|
2018
Q4 | $1.22B | Sell |
12,539,398
-3,193,863
| -20% | -$312M | 1.76% | 5 |
|
|
2018
Q3 | $1.78B | Sell |
15,733,261
-261,744
| -2% | -$29.5M | 2.06% | 3 |
|
|
2018
Q2 | $1.67B | Sell |
15,995,005
-97,679
| -0.6% | -$10.2M | 2% | 2 |
|
|
2018
Q1 | $1.77B | Sell |
16,092,684
-3,201,886
| -17% | -$352M | 2.13% | 2 |
|
|
2017
Q4 | $2.06B | Sell |
19,294,570
-551,477
| -3% | -$59M | 2.43% | 2 |
|
|
2017
Q3 | $1.9B | Sell |
19,846,047
-677,121
| -3% | -$64.7M | 2.34% | 1 |
|
|
2017
Q2 | $1.88B | Sell |
20,523,168
-951,577
| -4% | -$87M | 2.39% | 1 |
|
|
2017
Q1 | $1.89B | Sell |
21,474,745
-577,322
| -3% | -$50.7M | 2.41% | 1 |
|
|
2016
Q4 | $1.9B | Sell |
22,052,067
-2,242,123
| -9% | -$193M | 2.5% | 1 |
|
|
2016
Q3 | $1.62B | Sell |
24,294,190
-920,502
| -4% | -$61.3M | 2.26% | 2 |
|
|
2016
Q2 | $1.57B | Sell |
25,214,692
-553,022
| -2% | -$34.4M | 2.26% | 3 |
|
|
2016
Q1 | $1.53B | Sell |
25,767,714
-681,544
| -3% | -$40.4M | 2.25% | 2 |
|
|
2015
Q4 | $1.75B | Sell |
26,449,258
-87,273
| -0.3% | -$5.76M | 2.5% | 1 |
|
|
2015
Q3 | $1.62B | Buy |
26,536,531
+926,342
| +4% | +$56.5M | 2.47% | 1 |
|
|
2015
Q2 | $1.74B | Buy |
25,610,189
+916,169
| +4% | +$62.1M | 2.49% | 1 |
|
|
2015
Q1 | $1.5B | Sell |
24,694,020
-1,204,598
| -5% | -$73M | 2.23% | 1 |
|
|
2014
Q4 | $1.62B | Buy |
25,898,618
+836,238
| +3% | +$52.3M | 2.43% | 1 |
|
|
2014
Q3 | $1.51B | Buy |
25,062,380
+2,728,430
| +12% | +$164M | 2.45% | 1 |
|
|
2014
Q2 | $1.29B | Buy |
22,333,950
+2,254,993
| +11% | +$130M | 2.16% | 3 |
|
|
2014
Q1 | $1.22B | Buy |
20,078,957
+1,031,136
| +5% | +$62.6M | 2.22% | 2 |
|
|
2013
Q4 | $1.11B | Buy |
19,047,821
+589,602
| +3% | +$34.5M | 2.28% | 2 |
|
|
2013
Q3 | $954M | Buy |
18,458,219
+841,852
| +5% | +$43.5M | 2.3% | 1 |
|
|
2013
Q2 | $930M | Buy |
+17,616,367
| New | +$930M | 2.56% | 1 |
|