Capital International Inc’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 | $182M | Buy |
627,270
+69,413
| +12% | +$20.1M | 1.77% | 6 |
|
|
2025
Q1 | $137M | Buy |
557,857
+28,853
| +5% | +$7.08M | 1.66% | 8 |
|
|
2024
Q4 | $127M | Buy |
529,004
+20,951
| +4% | +$5.02M | 1.5% | 9 |
|
|
2024
Q3 | $107M | Sell |
508,053
-8,814
| -2% | -$1.86M | 1.35% | 16 |
|
|
2024
Q2 | $105M | Sell |
516,867
-20,816
| -4% | -$4.21M | 1.39% | 14 |
|
|
2024
Q1 | $108M | Buy |
537,683
+41,205
| +8% | +$8.25M | 1.45% | 9 |
|
|
2023
Q4 | $84.5M | Buy |
496,478
+64,402
| +15% | +$11M | 1.32% | 12 |
|
|
2023
Q3 | $62.7M | Sell |
432,076
-1,241
| -0.3% | -$180K | 1.2% | 18 |
|
|
2023
Q2 | $63M | Buy |
433,317
+46,425
| +12% | +$6.75M | 1.14% | 17 |
|
|
2023
Q1 | $50.4M | Sell |
386,892
-43,334
| -10% | -$5.65M | 1.01% | 23 |
|
|
2022
Q4 | $57.7M | Buy |
430,226
+7,325
| +2% | +$982K | 1.25% | 12 |
|
|
2022
Q3 | $44.2M | Sell |
422,901
-390,838
| -48% | -$40.8M | 0.99% | 24 |
|
|
2022
Q2 | $91.6M | Sell |
813,739
-26,500
| -3% | -$2.98M | 1.27% | 17 |
|
|
2022
Q1 | $115M | Sell |
840,239
-165,552
| -16% | -$22.6M | 1.28% | 12 |
|
|
2021
Q4 | $159M | Buy |
1,005,791
+184,140
| +22% | +$29.2M | 1.48% | 11 |
|
|
2021
Q3 | $134M | Sell |
821,651
-238,395
| -22% | -$39M | 1.3% | 14 |
|
|
2021
Q2 | $165M | Sell |
1,060,046
-98,297
| -8% | -$15.3M | 1.47% | 12 |
|
|
2021
Q1 | $176M | Sell |
1,158,343
-128,637
| -10% | -$19.6M | 1.64% | 11 |
|
|
2020
Q4 | $164M | Buy |
1,286,980
+91,996
| +8% | +$11.7M | 1.52% | 13 |
|
|
2020
Q3 | $115M | Buy |
1,194,984
+28,878
| +2% | +$2.78M | 1.27% | 17 |
|
|
2020
Q2 | $110M | Buy |
1,166,106
+390,323
| +50% | +$36.7M | 1.34% | 15 |
|
|
2020
Q1 | $69.8M | Buy |
775,783
+69,142
| +10% | +$6.22M | 1.18% | 24 |
|
|
2019
Q4 | $98.5M | Sell |
706,641
-13,217
| -2% | -$1.84M | 1.37% | 19 |
|
|
2019
Q3 | $84.7M | Buy |
719,858
+501,002
| +229% | +$59M | 1.28% | 20 |
|
|
2019
Q2 | $24.5M | Buy |
218,856
+158,192
| +261% | +$17.7M | 1.71% | 15 |
|
|
2019
Q1 | $6.14M | Sell |
60,664
-2,990
| -5% | -$303K | 0.73% | 29 |
|
|
2018
Q4 | $6.21M | Sell |
63,654
-2,542
| -4% | -$248K | 0.85% | 26 |
|
|
2018
Q3 | $7.47M | Buy |
66,196
+36,119
| +120% | +$4.08M | 0.98% | 24 |
|
|
2018
Q2 | $3.13M | Sell |
30,077
-975
| -3% | -$102K | 0.48% | 46 |
|
|
2018
Q1 | $3.42M | Sell |
31,052
-3,825
| -11% | -$421K | 0.49% | 42 |
|
|
2017
Q4 | $3.73M | Sell |
34,877
-15,612
| -31% | -$1.67M | 0.55% | 39 |
|
|
2017
Q3 | $4.82M | Sell |
50,489
-5,400
| -10% | -$516K | 0.71% | 28 |
|
|
2017
Q2 | $5.11M | Buy |
55,889
+12,000
| +27% | +$1.1M | 0.73% | 32 |
|
|
2017
Q1 | $3.86M | Sell |
43,889
-1,000
| -2% | -$87.8K | 0.47% | 58 |
|
|
2016
Q4 | $3.87M | Buy |
44,889
+19,360
| +76% | +$1.67M | 0.48% | 52 |
|
|
2016
Q3 | $1.7M | Sell |
25,529
-24,600
| -49% | -$1.64M | 0.2% | 82 |
|
|
2016
Q2 | $3.12M | Sell |
50,129
-15,730
| -24% | -$977K | 0.38% | 56 |
|
|
2016
Q1 | $3.9M | Sell |
65,859
-46,750
| -42% | -$2.77M | 0.43% | 50 |
|
|
2015
Q4 | $7.44M | Sell |
112,609
-880
| -0.8% | -$58.1K | 0.66% | 46 |
|
|
2015
Q3 | $6.92M | Buy |
113,489
+2,200
| +2% | +$134K | 0.63% | 46 |
|
|
2015
Q2 | $7.54M | Sell |
111,289
-1,500
| -1% | -$102K | 0.54% | 52 |
|
|
2015
Q1 | $6.83M | Sell |
112,789
-21,407
| -16% | -$1.3M | 0.51% | 57 |
|
|
2014
Q4 | $8.4M | Sell |
134,196
-33,875
| -20% | -$2.12M | 0.58% | 54 |
|
|
2014
Q3 | $10.1M | Sell |
168,071
-8,572
| -5% | -$516K | 0.63% | 45 |
|
|
2014
Q2 | $10.2M | Sell |
176,643
-11,400
| -6% | -$657K | 0.54% | 53 |
|
|
2014
Q1 | $11.4M | Sell |
188,043
-9,400
| -5% | -$571K | 0.5% | 47 |
|
|
2013
Q4 | $11.5M | Sell |
197,443
-3,000
| -1% | -$175K | 0.5% | 46 |
|
|
2013
Q3 | $10.4M | Sell |
200,443
-238,766
| -54% | -$12.3M | 0.46% | 50 |
|
|
2013
Q2 | $23.2M | Buy |
+439,209
| New | +$23.2M | 0.84% | 41 |
|