Capital World Investors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,716,000
| Closed | -$270M | – | 589 |
|
|
2018
Q3 | $270M | Hold |
3,716,000
| – | – | 0.07% | 217 |
|
|
2018
Q2 | $236M | Hold |
3,716,000
| – | – | 0.05% | 228 |
|
|
2018
Q1 | $258M | Hold |
3,716,000
| – | – | 0.06% | 219 |
|
|
2017
Q4 | $247M | Hold |
3,716,000
| – | – | 0.05% | 220 |
|
|
2017
Q3 | $201M | Buy |
3,716,000
+326,000
| +10% | +$17.6M | 0.05% | 235 |
|
|
2017
Q2 | $170M | Hold |
3,390,000
| – | – | 0.04% | 239 |
|
|
2017
Q1 | $157M | Hold |
3,390,000
| – | – | 0.04% | 244 |
|
|
2016
Q4 | $150M | Buy |
3,390,000
+1,040,000
| +44% | +$46M | 0.04% | 247 |
|
|
2016
Q3 | $57.9M | Hold |
2,350,000
| – | – | 0.02% | 324 |
|
|
2016
Q2 | $47.6M | Hold |
2,350,000
| – | – | 0.01% | 331 |
|
|
2016
Q1 | $41.6M | Hold |
2,350,000
| – | – | 0.01% | 350 |
|
|
2015
Q4 | $55.7M | Hold |
2,350,000
| – | – | 0.02% | 335 |
|
|
2015
Q3 | $46.8M | Hold |
2,350,000
| – | – | 0.01% | 355 |
|
|
2015
Q2 | $58.2M | Hold |
2,350,000
| – | – | 0.02% | 352 |
|
|
2015
Q1 | $51.7M | Hold |
2,350,000
| – | – | 0.01% | 364 |
|
|
2014
Q4 | $48.9M | Hold |
2,350,000
| – | – | 0.01% | 369 |
|
|
2014
Q3 | $47.3M | Hold |
2,350,000
| – | – | 0.01% | 374 |
|
|
2014
Q2 | $45.4M | Buy |
2,350,000
+1,145,993
| +95% | +$22.2M | 0.01% | 369 |
|
|
2014
Q1 | $24.3M | Buy |
+1,204,007
| New | +$24.3M | 0.01% | 405 |
|