Capital International Investors’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.16B | Sell |
28,137,573
-640,664
| -2% | -$186M | 1.4% | 16 |
|
2025
Q1 | $7.06B | Sell |
28,778,237
-4,055,246
| -12% | -$995M | 1.39% | 17 |
|
2024
Q4 | $7.87B | Sell |
32,833,483
-938,440
| -3% | -$225M | 1.48% | 13 |
|
2024
Q3 | $7.12B | Sell |
33,771,923
-1,909,457
| -5% | -$403M | 1.37% | 15 |
|
2024
Q2 | $7.22B | Sell |
35,681,380
-6,613,612
| -16% | -$1.34B | 1.49% | 12 |
|
2024
Q1 | $8.47B | Buy |
42,294,992
+778,297
| +2% | +$156M | 1.72% | 9 |
|
2023
Q4 | $7.06B | Buy |
41,516,695
+2,128,478
| +5% | +$362M | 1.58% | 8 |
|
2023
Q3 | $5.71B | Sell |
39,388,217
-1,693,993
| -4% | -$246M | 1.45% | 11 |
|
2023
Q2 | $5.97B | Buy |
41,082,210
+45,927
| +0.1% | +$6.68M | 1.44% | 10 |
|
2023
Q1 | $5.35B | Sell |
41,036,283
-1,664,109
| -4% | -$217M | 1.38% | 12 |
|
2022
Q4 | $5.73B | Buy |
42,700,392
+2,525,447
| +6% | +$339M | 1.54% | 11 |
|
2022
Q3 | $4.2B | Buy |
40,174,945
+9,702,742
| +32% | +$1.01B | 1.22% | 14 |
|
2022
Q2 | $3.43B | Sell |
30,472,203
-2,110,463
| -6% | -$238M | 0.93% | 20 |
|
2022
Q1 | $4.44B | Sell |
32,582,666
-4,539,667
| -12% | -$619M | 1.01% | 18 |
|
2021
Q4 | $5.88B | Sell |
37,122,333
-1,695,231
| -4% | -$268M | 1.24% | 12 |
|
2021
Q3 | $6.35B | Sell |
38,817,564
-704,057
| -2% | -$115M | 1.45% | 12 |
|
2021
Q2 | $6.15B | Buy |
39,521,621
+1,199,636
| +3% | +$187M | 1.4% | 12 |
|
2021
Q1 | $5.83B | Buy |
38,321,985
+2,769,555
| +8% | +$422M | 1.48% | 13 |
|
2020
Q4 | $4.52B | Buy |
35,552,430
+1,605,420
| +5% | +$204M | 1.23% | 14 |
|
2020
Q3 | $3.27B | Buy |
33,947,010
+2,295,348
| +7% | +$221M | 1.01% | 16 |
|
2020
Q2 | $2.98B | Buy |
31,651,662
+6,675,236
| +27% | +$628M | 0.98% | 22 |
|
2020
Q1 | $2.25B | Sell |
24,976,426
-2,389,893
| -9% | -$215M | 0.92% | 23 |
|
2019
Q4 | $3.81B | Buy |
27,366,319
+1,029,205
| +4% | +$143M | 1.3% | 15 |
|
2019
Q3 | $3.1B | Buy |
26,337,114
+3,183,866
| +14% | +$375M | 1.18% | 18 |
|
2019
Q2 | $2.59B | Sell |
23,153,248
-570,371
| -2% | -$63.8M | 1.03% | 25 |
|
2019
Q1 | $2.4B | Sell |
23,723,619
-39,203
| -0.2% | -$3.97M | 1.03% | 22 |
|
2018
Q4 | $2.32B | Sell |
23,762,822
-2,813,448
| -11% | -$275M | 1.16% | 20 |
|
2018
Q3 | $3B | Buy |
26,576,270
+7,296,691
| +38% | +$823M | 1.37% | 12 |
|
2018
Q2 | $2.01B | Buy |
19,279,579
+4,766
| +0% | +$497K | 2.27% | 4 |
|
2018
Q1 | $2.12B | Buy |
19,274,813
+867,119
| +5% | +$95.4M | 2.45% | 2 |
|
2017
Q4 | $1.97B | Buy |
18,407,694
+327,472
| +2% | +$35M | 2.22% | 3 |
|
2017
Q3 | $1.73B | Buy |
18,080,222
+802,024
| +5% | +$76.6M | 2.07% | 3 |
|
2017
Q2 | $1.58B | Buy |
17,278,198
+1,977,216
| +13% | +$181M | 2.11% | 4 |
|
2017
Q1 | $1.34B | Buy |
15,300,982
+993,090
| +7% | +$87.2M | 1.83% | 7 |
|
2016
Q4 | $1.23B | Sell |
14,307,892
-329,039
| -2% | -$28.4M | 1.78% | 9 |
|
2016
Q3 | $975M | Buy |
14,636,931
+14,830
| +0.1% | +$988K | 1.41% | 12 |
|
2016
Q2 | $909M | Buy |
14,622,101
+1,268,332
| +9% | +$78.8M | 1.33% | 13 |
|
2016
Q1 | $791M | Buy |
13,353,769
+1,189,050
| +10% | +$70.4M | 1.21% | 17 |
|
2015
Q4 | $803M | Buy |
12,164,719
+3,847,919
| +46% | +$254M | 1.24% | 17 |
|
2015
Q3 | $507M | Hold |
8,316,800
| – | – | 0.92% | 31 |
|
2015
Q2 | $564M | Buy |
8,316,800
+1,289,100
| +18% | +$87.3M | 0.96% | 26 |
|
2015
Q1 | $426M | Hold |
7,027,700
| – | – | 0.77% | 35 |
|
2014
Q4 | $440M | Buy |
7,027,700
+460,000
| +7% | +$28.8M | 0.9% | 31 |
|
2014
Q3 | $396M | Buy |
6,567,700
+180,300
| +3% | +$10.9M | 0.96% | 26 |
|
2014
Q2 | $368M | Buy |
6,387,400
+995,700
| +18% | +$57.4M | 0.95% | 27 |
|
2014
Q1 | $327M | Sell |
5,391,700
-1,215,300
| -18% | -$73.8M | 0.88% | 36 |
|
2013
Q4 | $386M | Buy |
6,607,000
+2,582,000
| +64% | +$151M | 1.2% | 17 |
|
2013
Q3 | $208M | Hold |
4,025,000
| – | – | 0.89% | 33 |
|
2013
Q2 | $212M | Buy |
+4,025,000
| New | +$212M | 0.97% | 28 |
|