Cambridge Investment Research Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Sell |
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|
2025
Q1 | $152M | Buy |
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|
2024
Q4 | $143M | Sell |
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|
2024
Q3 | $127M | Buy |
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|
2024
Q2 | $120M | Sell |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $103M | Sell |
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|
2023
Q3 | $92.3M | Buy |
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|
2023
Q2 | $90.8M | Sell |
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|
2023
Q1 | $84.1M | Sell |
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|
2022
Q4 | $87.1M | Sell |
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|
2022
Q3 | $68M | Sell |
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|
2022
Q2 | $75.5M | Buy |
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|
2022
Q1 | $86.1M | Buy |
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|
2021
Q4 | $94.2M | Buy |
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|
2021
Q3 | $92.5M | Sell |
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|
2021
Q2 | $90.5M | Buy |
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|
2021
Q1 | $81.6M | Sell |
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|
2020
Q4 | $70.9M | Sell |
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|
2020
Q3 | $56.1M | Buy |
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|
2020
Q2 | $48.1M | Buy |
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|
2020
Q1 | $40M | Buy |
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|
2019
Q4 | $51.7M | Buy |
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|
2019
Q3 | $40.9M | Buy |
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|
2019
Q2 | $37.6M | Buy |
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|
2019
Q1 | $33M | Buy |
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|
2018
Q4 | $30.8M | Buy |
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|
2018
Q3 | $34.8M | Buy |
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|
2018
Q2 | $28.7M | Buy |
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|
2018
Q1 | $29.7M | Buy |
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|
2017
Q4 | $25.2M | Buy |
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|
2017
Q3 | $21.3M | Buy |
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|
2017
Q2 | $19.5M | Buy |
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|
2017
Q1 | $17M | Buy |
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|
2016
Q4 | $14.3M | Buy |
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|
2016
Q3 | $9.93M | Buy |
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|
2016
Q2 | $9.18M | Buy |
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|
2016
Q1 | $8.43M | Buy |
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|
2015
Q4 | $9.36M | Buy |
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|
2015
Q3 | $8.28M | Sell |
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|
2015
Q2 | $9.25M | Buy |
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|
2015
Q1 | $7.78M | Sell |
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|
2014
Q4 | $8.39M | Buy |
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|
2014
Q3 | $7.68M | Buy |
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|
2014
Q2 | $6.83M | Sell |
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|
2014
Q1 | $7.35M | Buy |
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|
2013
Q4 | $6.79M | Buy |
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|
2013
Q3 | $5.73M | Buy |
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|
2013
Q2 | $5.21M | Buy |
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