Capital Research Global Investors’s JPMorgan Chase JPM Stock Holding History

Capital Research Global Investors’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.81B	Buy	23,505,294 +2,109,979	+10%	+$612M	1.36%	17
2025 Q1	$5.25B	Sell	21,395,315 -1,445,718	-6%	-$355M	1.14%	22
2024 Q4	$5.48B	Buy	22,841,033 +1,914,049	+9%	+$459M	1.13%	20
2024 Q3	$4.41B	Buy	20,926,984 +966,261	+5%	+$204M	0.92%	29
2024 Q2	$4.04B	Buy	19,960,723 +2,760,599	+16%	+$558M	0.89%	26
2024 Q1	$3.45B	Buy	17,200,124 +3,252,451	+23%	+$651M	0.78%	32
2023 Q4	$2.37B	Sell	13,947,673 -705,141	-5%	-$120M	0.58%	43
2023 Q3	$2.12B	Sell	14,652,814 -122,863	-0.8%	-$17.8M	0.59%	46
2023 Q2	$2.15B	Sell	14,775,677 -242,355	-2%	-$35.2M	0.58%	46
2023 Q1	$1.96B	Sell	15,018,032 -1,701,137	-10%	-$222M	0.56%	48
2022 Q4	$2.24B	Buy	16,719,169 +3,805,200	+29%	+$510M	0.68%	41
2022 Q3	$1.35B	Sell	12,913,969 -7,618,792	-37%	-$796M	0.44%	67
2022 Q2	$2.31B	Sell	20,532,761 -16,078,410	-44%	-$1.81B	0.72%	31
2022 Q1	$4.99B	Buy	36,611,171 +1,590,742	+5%	+$217M	1.23%	18
2021 Q4	$5.55B	Sell	35,020,429 -277,873	-0.8%	-$44M	1.23%	16
2021 Q3	$5.78B	Sell	35,298,302 -6,963,653	-16%	-$1.14B	1.35%	13
2021 Q2	$6.57B	Sell	42,261,955 -3,137,118	-7%	-$488M	1.53%	13
2021 Q1	$6.91B	Buy	45,399,073 +7,690,849	+20%	+$1.17B	1.69%	13
2020 Q4	$4.79B	Buy	37,708,224 +14,089,562	+60%	+$1.79B	1.24%	16
2020 Q3	$2.27B	Buy	23,618,662 +6,914,372	+41%	+$666M	0.68%	31
2020 Q2	$1.57B	Buy	16,704,290 +3,992,061	+31%	+$375M	0.5%	40
2020 Q1	$1.14B	Sell	12,712,229 -14,948,902	-54%	-$1.35B	0.45%	60
2019 Q4	$3.86B	Buy	27,661,131 +1,895,932	+7%	+$264M	1.16%	19
2019 Q3	$3.03B	Sell	25,765,199 -348,515	-1%	-$41M	0.99%	26
2019 Q2	$2.92B	Buy	26,113,714 +1,223,566	+5%	+$137M	0.93%	30
2019 Q1	$2.52B	Sell	24,890,148 -276,336	-1%	-$28M	0.8%	35
2018 Q4	$2.46B	Buy	25,166,484 +9,747,235	+63%	+$952M	0.86%	28
2018 Q3	$1.74B	Sell	15,419,249 -6,321,556	-29%	-$713M	0.51%	47
2018 Q2	$2.27B	Sell	21,740,805 -4,809,097	-18%	-$501M	0.62%	43
2018 Q1	$2.92B	Sell	26,549,902 -5,212,810	-16%	-$573M	0.83%	30
2017 Q4	$3.4B	Buy	31,762,712 +180,658	+0.6%	+$19.3M	1%	26
2017 Q3	$3.02B	Sell	31,582,054 -132,709	-0.4%	-$12.7M	0.91%	29
2017 Q2	$2.9B	Buy	31,714,763 +765,082	+2%	+$69.9M	0.91%	28
2017 Q1	$2.72B	Sell	30,949,681 -457,004	-1%	-$40.1M	0.86%	26
2016 Q4	$2.71B	Buy	31,406,685 +17,478,683	+125%	+$1.51B	0.88%	30
2016 Q3	$927M	Buy	13,928,002 +3,699,360	+36%	+$246M	0.31%	81
2016 Q2	$636M	Sell	10,228,642 -46,358	-0.5%	-$2.88M	0.22%	120
2016 Q1	$608M	Buy	10,275,000 +2,996,800	+41%	+$177M	0.21%	123
2015 Q4	$481M	Sell	7,278,200 -3,041,000	-29%	-$201M	0.16%	138
2015 Q3	$629M	Buy	10,319,200 +3,111,000	+43%	+$190M	0.23%	107
2015 Q2	$488M	Buy	7,208,200 +739,000	+11%	+$50.1M	0.16%	143
2015 Q1	$392M	Sell	6,469,200 -680,000	-10%	-$41.2M	0.13%	164
2014 Q4	$447M	Sell	7,149,200 -7,202,325	-50%	-$451M	0.15%	150
2014 Q3	$865M	Sell	14,351,525 -1,054,260	-7%	-$63.5M	0.3%	83
2014 Q2	$888M	Buy	15,405,785 +1,889,285	+14%	+$109M	0.31%	94
2014 Q1	$821M	Sell	13,516,500 -4,318,500	-24%	-$262M	0.3%	98
2013 Q4	$1.04B	Sell	17,835,000 -2,279,000	-11%	-$133M	0.39%	76
2013 Q3	$1.04B	Buy	20,114,000 +1,779,000	+10%	+$92M	0.41%	64
2013 Q2	$968M	Buy	+18,335,000	New	+$968M	0.41%	68