CI
Capital International’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7M | Sell |
168,102
-16,577
| -9% | -$4.81M | 1.87% | 10 |
|
|
2025
Q1 | $45.3M | Buy |
184,679
+3,081
| +2% | +$756K | 1.98% | 10 |
|
|
2024
Q4 | $43.5M | Sell |
181,598
-2,916
| -2% | -$699K | 1.78% | 10 |
|
|
2024
Q3 | $38.9M | Sell |
184,514
-421
| -0.2% | -$88.8K | 1.68% | 10 |
|
|
2024
Q2 | $37.4M | Sell |
184,935
-2,000
| -1% | -$405K | 1.72% | 12 |
|
|
2024
Q1 | $37.4M | Buy |
186,935
+22,753
| +14% | +$4.56M | 1.79% | 10 |
|
|
2023
Q4 | $27.9M | Buy |
164,182
+2,907
| +2% | +$494K | 1.43% | 14 |
|
|
2023
Q3 | $23.4M | Sell |
161,275
-136
| -0.1% | -$19.7K | 1.35% | 16 |
|
|
2023
Q2 | $23.5M | Sell |
161,411
-336
| -0.2% | -$48.9K | 1.32% | 15 |
|
|
2023
Q1 | $21.1M | Sell |
161,747
-71,990
| -31% | -$9.38M | 1.26% | 15 |
|
|
2022
Q4 | $31.3M | Buy |
233,737
+23,834
| +11% | +$3.2M | 2.16% | 5 |
|
|
2022
Q3 | $21.9M | Buy |
209,903
+8,915
| +4% | +$932K | 1.53% | 11 |
|
|
2022
Q2 | $22.6M | Buy |
200,988
+1,141
| +0.6% | +$128K | 1.7% | 10 |
|
|
2022
Q1 | $27.2M | Sell |
199,847
-65,627
| -25% | -$8.95M | 1.55% | 9 |
|
|
2021
Q4 | $42M | Buy |
265,474
+1,028
| +0.4% | +$163K | 2.14% | 8 |
|
|
2021
Q3 | $43.3M | Sell |
264,446
-5,978
| -2% | -$979K | 2.36% | 6 |
|
|
2021
Q2 | $42.1M | Sell |
270,424
-31,197
| -10% | -$4.85M | 2.32% | 6 |
|
|
2021
Q1 | $45.9M | Sell |
301,621
-22,231
| -7% | -$3.38M | 2.77% | 5 |
|
|
2020
Q4 | $41.2M | Buy |
323,852
+54,493
| +20% | +$6.92M | 2.4% | 7 |
|
|
2020
Q3 | $25.9M | Buy |
269,359
+53,833
| +25% | +$5.18M | 1.76% | 11 |
|
|
2020
Q2 | $20.3M | Buy |
215,526
+4,612
| +2% | +$434K | 1.9% | 12 |
|
|
2020
Q1 | $19M | Sell |
210,914
-21,927
| -9% | -$1.97M | 2.13% | 9 |
|
|
2019
Q4 | $32.5M | Buy |
232,841
+67,350
| +41% | +$9.39M | 3.42% | 5 |
|
|
2019
Q3 | $19.5M | Buy |
165,491
+86,935
| +111% | +$10.2M | 2.95% | 8 |
|
|
2019
Q2 | $8.78M | Sell |
78,556
-378
| -0.5% | -$42.3K | 2.09% | 12 |
|
|
2019
Q1 | $7.99M | Sell |
78,934
-828
| -1% | -$83.8K | 1.91% | 13 |
|
|
2018
Q4 | $7.79M | Sell |
79,762
-13,202
| -14% | -$1.29M | 2.11% | 11 |
|
|
2018
Q3 | $10.5M | Sell |
92,964
-19,120
| -17% | -$2.16M | 3.27% | 6 |
|
|
2018
Q2 | $11.7M | Buy |
112,084
+4,613
| +4% | +$481K | 2.04% | 9 |
|
|
2018
Q1 | $11.8M | Buy |
107,471
+1,840
| +2% | +$202K | 2.12% | 6 |
|
|
2017
Q4 | $11.3M | Sell |
105,631
-205,432
| -66% | -$22M | 2.14% | 9 |
|
|
2017
Q3 | $29.7M | Buy |
311,063
+48,000
| +18% | +$4.58M | 1.96% | 12 |
|
|
2017
Q2 | $24M | Buy |
263,063
+198,700
| +309% | +$18.2M | 1.59% | 17 |
|
|
2017
Q1 | $5.65M | Buy |
64,363
+7,200
| +13% | +$632K | 0.37% | 75 |
|
|
2016
Q4 | $4.93M | Sell |
57,163
-1,900
| -3% | -$164K | 0.35% | 80 |
|
|
2016
Q3 | $3.93M | Sell |
59,063
-36,800
| -38% | -$2.45M | 0.28% | 85 |
|
|
2016
Q2 | $5.96M | Sell |
95,863
-15,488
| -14% | -$962K | 0.43% | 71 |
|
|
2016
Q1 | $6.59M | Hold |
111,351
| – | – | 0.43% | 71 |
|
|
2015
Q4 | $7.35M | Sell |
111,351
-6,600
| -6% | -$436K | 0.46% | 69 |
|
|
2015
Q3 | $7.19M | Buy |
117,951
+6,200
| +6% | +$378K | 0.48% | 65 |
|
|
2015
Q2 | $7.57M | Sell |
111,751
-200
| -0.2% | -$13.6K | 0.45% | 63 |
|
|
2015
Q1 | $6.78M | Sell |
111,951
-28,900
| -21% | -$1.75M | 0.41% | 70 |
|
|
2014
Q4 | $8.81M | Sell |
140,851
-27,100
| -16% | -$1.7M | 0.54% | 58 |
|
|
2014
Q3 | $10.1M | Sell |
167,951
-300
| -0.2% | -$18.1K | 0.63% | 54 |
|
|
2014
Q2 | $9.7M | Hold |
168,251
| – | – | 0.6% | 57 |
|
|
2014
Q1 | $10.2M | Sell |
168,251
-42,500
| -20% | -$2.58M | 0.64% | 53 |
|
|
2013
Q4 | $12.3M | Sell |
210,751
-29,700
| -12% | -$1.74M | 0.75% | 49 |
|
|
2013
Q3 | $12.4M | Sell |
240,451
-65,500
| -21% | -$3.39M | 0.81% | 49 |
|
|
2013
Q2 | $16.2M | Buy |
+305,951
| New | +$16.2M | 1% | 39 |
|