Chevy Chase Trust’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 | $620M | Sell |
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|
2025
Q1 | $533M | Sell |
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|
2024
Q4 | $524M | Sell |
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|
2024
Q3 | $473M | Sell |
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|
2024
Q2 | $464M | Sell |
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|
2024
Q1 | $469M | Sell |
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|
2023
Q4 | $403M | Sell |
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|
2023
Q3 | $347M | Sell |
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|
2023
Q2 | $350M | Sell |
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|
2023
Q1 | $320M | Buy |
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|
2022
Q4 | $326M | Sell |
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|
2022
Q3 | $273M | Buy |
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|
2022
Q2 | $291M | Sell |
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|
2022
Q1 | $355M | Sell |
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|
2021
Q4 | $433M | Sell |
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|
2021
Q3 | $450M | Sell |
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|
2021
Q2 | $438M | Sell |
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|
2021
Q1 | $439M | Buy |
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|
2020
Q4 | $362M | Buy |
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|
2020
Q3 | $274M | Sell |
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|
2020
Q2 | $271M | Buy |
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|
2020
Q1 | $247M | Buy |
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|
2019
Q4 | $377M | Sell |
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|
2019
Q3 | $325M | Sell |
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|
2019
Q2 | $313M | Sell |
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|
2019
Q1 | $326M | Buy |
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|
2018
Q4 | $272M | Sell |
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|
2018
Q3 | $317M | Sell |
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|
2018
Q2 | $304M | Sell |
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|
2018
Q1 | $325M | Sell |
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|
2017
Q4 | $327M | Sell |
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|
2017
Q3 | $298M | Buy |
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|
2017
Q2 | $284M | Sell |
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|
2017
Q1 | $275M | Buy |
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|
2016
Q4 | $263M | Sell |
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|
2016
Q3 | $204M | Sell |
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|
2016
Q2 | $196M | Buy |
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|
2016
Q1 | $185M | Buy |
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|
2015
Q4 | $203M | Buy |
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|
2015
Q3 | $187M | Buy |
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|
2015
Q2 | $201M | Buy |
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|
2015
Q1 | $178M | Buy |
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|
2014
Q4 | $179M | Sell |
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|
2014
Q3 | $175M | Buy |
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|
2014
Q2 | $158M | Sell |
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|
2014
Q1 | $170M | Buy |
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|
2013
Q4 | $162M | Buy |
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|
2013
Q3 | $142M | Buy |
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|
2013
Q2 | $142M | Buy |
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