BGIM
Brandywine Global Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376M | Sell |
1,298,315
-62,920
| -5% | -$18.2M | 2.65% | 1 |
|
|
2025
Q1 | $334M | Sell |
1,361,235
-443,647
| -25% | -$109M | 2.41% | 2 |
|
|
2024
Q4 | $433M | Sell |
1,804,882
-124,915
| -6% | -$29.9M | 3.14% | 1 |
|
|
2024
Q3 | $427M | Sell |
1,929,797
-69,898
| -3% | -$15.5M | 2.85% | 1 |
|
|
2024
Q2 | $404M | Buy |
1,999,695
+15,581
| +0.8% | +$3.15M | 3.02% | 1 |
|
|
2024
Q1 | $397M | Buy |
1,984,114
+9,777
| +0.5% | +$1.96M | 2.87% | 1 |
|
|
2023
Q4 | $336M | Sell |
1,974,337
-111,792
| -5% | -$19M | 2.7% | 1 |
|
|
2023
Q3 | $303M | Sell |
2,086,129
-117,434
| -5% | -$17M | 2.65% | 1 |
|
|
2023
Q2 | $320M | Sell |
2,203,563
-389,666
| -15% | -$56.7M | 2.67% | 1 |
|
|
2023
Q1 | $338M | Sell |
2,593,229
-112,946
| -4% | -$14.7M | 2.73% | 1 |
|
|
2022
Q4 | $363M | Buy |
2,706,175
+71,281
| +3% | +$9.56M | 2.83% | 1 |
|
|
2022
Q3 | $275M | Buy |
2,634,894
+205,215
| +8% | +$21.4M | 2.57% | 1 |
|
|
2022
Q2 | $274M | Sell |
2,429,679
-308,217
| -11% | -$34.7M | 2.38% | 1 |
|
|
2022
Q1 | $373M | Buy |
2,737,896
+47,126
| +2% | +$6.42M | 2.73% | 2 |
|
|
2021
Q4 | $426M | Sell |
2,690,770
-29,731
| -1% | -$4.71M | 3.04% | 2 |
|
|
2021
Q3 | $445M | Sell |
2,720,501
-222,603
| -8% | -$36.4M | 3.37% | 1 |
|
|
2021
Q2 | $458M | Buy |
2,943,104
+62,964
| +2% | +$9.79M | 3.39% | 1 |
|
|
2021
Q1 | $438M | Sell |
2,880,140
-258,639
| -8% | -$39.4M | 3.31% | 1 |
|
|
2020
Q4 | $399M | Buy |
3,138,779
+10,622
| +0.3% | +$1.35M | 3.31% | 1 |
|
|
2020
Q3 | $301M | Sell |
3,128,157
-119,917
| -4% | -$11.5M | 2.96% | 1 |
|
|
2020
Q2 | $306M | Buy |
3,248,074
+281,595
| +9% | +$26.5M | 3.11% | 1 |
|
|
2020
Q1 | $267M | Sell |
2,966,479
-265,446
| -8% | -$23.9M | 3.19% | 2 |
|
|
2019
Q4 | $456M | Sell |
3,231,925
-768,689
| -19% | -$108M | 3.21% | 1 |
|
|
2019
Q3 | $471M | Sell |
4,000,614
-272,692
| -6% | -$32.1M | 3.45% | 1 |
|
|
2019
Q2 | $478M | Sell |
4,273,306
-262,267
| -6% | -$29.3M | 3.3% | 1 |
|
|
2019
Q1 | $459M | Sell |
4,535,573
-301,448
| -6% | -$30.5M | 3.17% | 1 |
|
|
2018
Q4 | $472M | Sell |
4,837,021
-230,659
| -5% | -$22.5M | 3.5% | 1 |
|
|
2018
Q3 | $572M | Sell |
5,067,680
-229,534
| -4% | -$25.9M | 3.56% | 1 |
|
|
2018
Q2 | $552M | Sell |
5,297,214
-112,901
| -2% | -$11.8M | 3.52% | 1 |
|
|
2018
Q1 | $595M | Sell |
5,410,115
-27,551
| -0.5% | -$3.03M | 3.75% | 1 |
|
|
2017
Q4 | $582M | Buy |
5,437,666
+126,680
| +2% | +$13.5M | 3.47% | 1 |
|
|
2017
Q3 | $507M | Sell |
5,310,986
-51,062
| -1% | -$4.88M | 3.22% | 2 |
|
|
2017
Q2 | $490M | Sell |
5,362,048
-142,209
| -3% | -$13M | 3.13% | 2 |
|
|
2017
Q1 | $483M | Sell |
5,504,257
-119,318
| -2% | -$10.5M | 3.06% | 3 |
|
|
2016
Q4 | $485M | Sell |
5,623,575
-363,362
| -6% | -$31.4M | 3.08% | 1 |
|
|
2016
Q3 | $399M | Sell |
5,986,937
-409,277
| -6% | -$27.3M | 2.63% | 3 |
|
|
2016
Q2 | $397M | Sell |
6,396,214
-76,027
| -1% | -$4.72M | 2.68% | 1 |
|
|
2016
Q1 | $383M | Sell |
6,472,241
-47,622
| -0.7% | -$2.82M | 2.5% | 2 |
|
|
2015
Q4 | $431M | Sell |
6,519,863
-126,644
| -2% | -$8.36M | 2.74% | 2 |
|
|
2015
Q3 | $405M | Sell |
6,646,507
-1,569,126
| -19% | -$95.7M | 2.64% | 2 |
|
|
2015
Q2 | $557M | Buy |
8,215,633
+290,946
| +4% | +$19.7M | 3.48% | 1 |
|
|
2015
Q1 | $480M | Buy |
7,924,687
+398,443
| +5% | +$24.1M | 3.1% | 1 |
|
|
2014
Q4 | $471M | Buy |
7,526,244
+292,943
| +4% | +$18.3M | 3.15% | 1 |
|
|
2014
Q3 | $436M | Buy |
7,233,301
+325,900
| +5% | +$19.6M | 3.21% | 1 |
|
|
2014
Q2 | $398M | Buy |
6,907,401
+481,270
| +7% | +$27.7M | 3.11% | 1 |
|
|
2014
Q1 | $390M | Buy |
6,426,131
+236,341
| +4% | +$14.3M | 3.39% | 1 |
|
|
2013
Q4 | $362M | Buy |
6,189,790
+9,436
| +0.2% | +$552K | 3.32% | 1 |
|
|
2013
Q3 | $319M | Sell |
6,180,354
-449,246
| -7% | -$23.2M | 3.18% | 1 |
|
|
2013
Q2 | $350M | Buy |
+6,629,600
| New | +$350M | 3.59% | 1 |
|