Capital World Investors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03B | Sell |
24,257,328
-921,241
| -4% | -$267M | 1.02% | 16 |
|
|
2025
Q1 | $6.18B | Sell |
25,178,569
-3,695,363
| -13% | -$906M | 1% | 16 |
|
|
2024
Q4 | $6.92B | Sell |
28,873,932
-5,490,743
| -16% | -$1.32B | 1.05% | 18 |
|
|
2024
Q3 | $7.25B | Sell |
34,364,675
-2,359,400
| -6% | -$497M | 1.12% | 15 |
|
|
2024
Q2 | $7.43B | Buy |
36,724,075
+2,302,064
| +7% | +$466M | 1.21% | 17 |
|
|
2024
Q1 | $6.89B | Buy |
34,422,011
+150,812
| +0.4% | +$30.2M | 1.14% | 15 |
|
|
2023
Q4 | $5.83B | Sell |
34,271,199
-2,994,554
| -8% | -$509M | 1.04% | 16 |
|
|
2023
Q3 | $5.4B | Sell |
37,265,753
-1,096,396
| -3% | -$159M | 1.07% | 17 |
|
|
2023
Q2 | $5.58B | Sell |
38,362,149
-2,178,149
| -5% | -$317M | 1.07% | 17 |
|
|
2023
Q1 | $5.28B | Sell |
40,540,298
-12,527,638
| -24% | -$1.63B | 1.09% | 16 |
|
|
2022
Q4 | $7.12B | Buy |
53,067,936
+14,077,797
| +36% | +$1.89B | 1.52% | 10 |
|
|
2022
Q3 | $4.07B | Sell |
38,990,139
-274,594
| -0.7% | -$28.7M | 0.91% | 20 |
|
|
2022
Q2 | $4.42B | Sell |
39,264,733
-5,898,912
| -13% | -$664M | 0.94% | 18 |
|
|
2022
Q1 | $6.16B | Sell |
45,163,645
-21,016,331
| -32% | -$2.87B | 1.06% | 16 |
|
|
2021
Q4 | $10.5B | Sell |
66,179,976
-8,122,178
| -11% | -$1.29B | 1.66% | 8 |
|
|
2021
Q3 | $12.2B | Buy |
74,302,154
+2,764,341
| +4% | +$453M | 2.08% | 7 |
|
|
2021
Q2 | $11.1B | Sell |
71,537,813
-7,906,439
| -10% | -$1.23B | 1.89% | 8 |
|
|
2021
Q1 | $12.1B | Sell |
79,444,252
-1,387,469
| -2% | -$211M | 2.24% | 6 |
|
|
2020
Q4 | $10.3B | Buy |
80,831,721
+6,062,651
| +8% | +$770M | 1.98% | 6 |
|
|
2020
Q3 | $7.2B | Buy |
74,769,070
+1,923,293
| +3% | +$185M | 1.58% | 9 |
|
|
2020
Q2 | $6.85B | Sell |
72,845,777
-18,187,444
| -20% | -$1.71B | 1.66% | 9 |
|
|
2020
Q1 | $8.2B | Buy |
91,033,221
+8,187,609
| +10% | +$737M | 2.38% | 4 |
|
|
2019
Q4 | $11.5B | Buy |
82,845,612
+1,531,579
| +2% | +$214M | 2.58% | 4 |
|
|
2019
Q3 | $9.57B | Buy |
81,314,033
+3,166,016
| +4% | +$373M | 2.3% | 5 |
|
|
2019
Q2 | $8.74B | Buy |
78,148,017
+1,371,404
| +2% | +$153M | 2.05% | 6 |
|
|
2019
Q1 | $7.77B | Buy |
76,776,613
+4,592,405
| +6% | +$465M | 1.88% | 5 |
|
|
2018
Q4 | $7.05B | Buy |
72,184,208
+8,158,089
| +13% | +$796M | 1.91% | 6 |
|
|
2018
Q3 | $7.22B | Sell |
64,026,119
-2,345,788
| -4% | -$265M | 1.76% | 8 |
|
|
2018
Q2 | $6.92B | Buy |
66,371,907
+1,237,533
| +2% | +$129M | 1.48% | 11 |
|
|
2018
Q1 | $7.16B | Sell |
65,134,374
-3,166,815
| -5% | -$348M | 1.61% | 10 |
|
|
2017
Q4 | $7.3B | Sell |
68,301,189
-1,801,214
| -3% | -$193M | 1.58% | 12 |
|
|
2017
Q3 | $6.7B | Sell |
70,102,403
-13,340,659
| -16% | -$1.27B | 1.52% | 14 |
|
|
2017
Q2 | $7.63B | Sell |
83,443,062
-15,498,959
| -16% | -$1.42B | 1.79% | 8 |
|
|
2017
Q1 | $8.69B | Sell |
98,942,021
-13,654,218
| -12% | -$1.2B | 2.08% | 6 |
|
|
2016
Q4 | $9.72B | Buy |
112,596,239
+1,274,255
| +1% | +$110M | 2.44% | 4 |
|
|
2016
Q3 | $7.41B | Buy |
111,321,984
+1,686,980
| +2% | +$112M | 1.93% | 7 |
|
|
2016
Q2 | $6.81B | Sell |
109,635,004
-5,545,751
| -5% | -$345M | 1.84% | 8 |
|
|
2016
Q1 | $6.82B | Buy |
115,180,755
+3,196,300
| +3% | +$189M | 1.88% | 8 |
|
|
2015
Q4 | $7.39B | Buy |
111,984,455
+4,273,154
| +4% | +$282M | 2.07% | 7 |
|
|
2015
Q3 | $6.57B | Buy |
107,711,301
+3,050,548
| +3% | +$186M | 1.93% | 9 |
|
|
2015
Q2 | $7.09B | Buy |
104,660,753
+2,834,343
| +3% | +$192M | 1.92% | 7 |
|
|
2015
Q1 | $6.17B | Buy |
101,826,410
+2,243,288
| +2% | +$136M | 1.66% | 9 |
|
|
2014
Q4 | $6.23B | Buy |
99,583,122
+3,347,000
| +3% | +$209M | 1.69% | 8 |
|
|
2014
Q3 | $5.8B | Buy |
96,236,122
+769,800
| +0.8% | +$46.4M | 1.63% | 8 |
|
|
2014
Q2 | $5.5B | Sell |
95,466,322
-3,560,800
| -4% | -$205M | 1.52% | 9 |
|
|
2014
Q1 | $6.01B | Buy |
99,027,122
+23,749,190
| +32% | +$1.44B | 1.71% | 8 |
|
|
2013
Q4 | $4.4B | Buy |
75,277,932
+12,574,700
| +20% | +$735M | 1.24% | 17 |
|
|
2013
Q3 | $3.24B | Buy |
62,703,232
+7,412,000
| +13% | +$383M | 0.98% | 23 |
|
|
2013
Q2 | $2.92B | Buy |
+55,291,232
| New | +$2.92B | 0.95% | 25 |
|