Charles Schwab’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74B | Sell |
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|
2025
Q1 | $4.87B | Sell |
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|
2024
Q4 | $4.82B | Buy |
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|
2024
Q3 | $4.22B | Sell |
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|
2024
Q2 | $4.09B | Sell |
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|
2024
Q1 | $4B | Buy |
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|
2023
Q4 | $3.39B | Buy |
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|
2023
Q3 | $2.87B | Sell |
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|
2023
Q2 | $2.89B | Sell |
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|
2023
Q1 | $2.6B | Buy |
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|
2022
Q4 | $2.66B | Buy |
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|
2022
Q3 | $2.04B | Buy |
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|
2022
Q2 | $2.13B | Buy |
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|
2022
Q1 | $2.54B | Buy |
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|
2021
Q4 | $2.82B | Buy |
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|
2021
Q3 | $2.87B | Buy |
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|
2021
Q2 | $2.6B | Buy |
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|
2021
Q1 | $2.53B | Sell |
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|
2020
Q4 | $2.12B | Sell |
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|
2020
Q3 | $1.64B | Sell |
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|
2020
Q2 | $1.67B | Sell |
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|
2020
Q1 | $1.62B | Buy |
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|
2019
Q4 | $2.06B | Sell |
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|
2019
Q3 | $1.76B | Sell |
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|
2019
Q2 | $1.68B | Buy |
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|
2019
Q1 | $1.49B | Buy |
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|
2018
Q4 | $1.35B | Buy |
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|
2018
Q3 | $1.52B | Buy |
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|
2018
Q2 | $1.36B | Buy |
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|
2018
Q1 | $1.4B | Buy |
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|
2017
Q4 | $1.36B | Buy |
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|
2017
Q3 | $1.18B | Buy |
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|
2017
Q2 | $1.12B | Buy |
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|
2017
Q1 | $1.04B | Buy |
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|
2016
Q4 | $983M | Buy |
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|
2016
Q3 | $732M | Sell |
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|
2016
Q2 | $731M | Sell |
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|
2016
Q1 | $721M | Buy |
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|
2015
Q4 | $794M | Buy |
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|
2015
Q3 | $723M | Sell |
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|
2015
Q2 | $811M | Sell |
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|
2015
Q1 | $727M | Buy |
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|
2014
Q4 | $697M | Buy |
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|
2014
Q3 | $593M | Buy |
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|
2014
Q2 | $556M | Buy |
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|
2014
Q1 | $572M | Sell |
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|
2013
Q4 | $615M | Sell |
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|
2013
Q3 | $606M | Buy |
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|
2013
Q2 | $603M | Buy |
|