Capital Group Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
37,012
-3,468
| -9% | -$1.01M | 1.91% | 10 |
|
|
2025
Q1 | $9.93M | Hold |
40,480
| – | – | 2.03% | 10 |
|
|
2024
Q4 | $9.7M | Sell |
40,480
-1,151
| -3% | -$276K | 1.84% | 9 |
|
|
2024
Q3 | $8.78M | Buy |
41,631
+1,240
| +3% | +$261K | 1.77% | 10 |
|
|
2024
Q2 | $8.17M | Sell |
40,391
-12,761
| -24% | -$2.58M | 1.77% | 11 |
|
|
2024
Q1 | $10.6M | Sell |
53,152
-49,254
| -48% | -$9.87M | 1.91% | 6 |
|
|
2023
Q4 | $17.4M | Sell |
102,406
-93,868
| -48% | -$16M | 1.83% | 6 |
|
|
2023
Q3 | $28.5M | Sell |
196,274
-54,494
| -22% | -$7.9M | 1.85% | 9 |
|
|
2023
Q2 | $36.5M | Buy |
250,768
+63
| +0% | +$9.16K | 1.82% | 8 |
|
|
2023
Q1 | $32.7M | Sell |
250,705
-144,237
| -37% | -$18.8M | 1.75% | 10 |
|
|
2022
Q4 | $53M | Buy |
+394,942
| New | +$53M | 2.04% | 6 |
|