Chevy Chase Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620M | Sell |
2,138,495
-33,588
| -2% | -$9.74M | 1.8% | 9 |
|
|
2025
Q1 | $533M | Sell |
2,172,083
-14,372
| -0.7% | -$3.53M | 1.7% | 9 |
|
|
2024
Q4 | $524M | Sell |
2,186,455
-57,954
| -3% | -$13.9M | 1.6% | 11 |
|
|
2024
Q3 | $473M | Sell |
2,244,409
-50,535
| -2% | -$10.7M | 1.45% | 9 |
|
|
2024
Q2 | $464M | Sell |
2,294,944
-47,537
| -2% | -$9.61M | 1.48% | 9 |
|
|
2024
Q1 | $469M | Sell |
2,342,481
-26,155
| -1% | -$5.24M | 1.54% | 9 |
|
|
2023
Q4 | $403M | Sell |
2,368,636
-20,690
| -0.9% | -$3.52M | 1.44% | 9 |
|
|
2023
Q3 | $347M | Sell |
2,389,326
-19,542
| -0.8% | -$2.83M | 1.37% | 12 |
|
|
2023
Q2 | $350M | Sell |
2,408,868
-44,759
| -2% | -$6.51M | 1.31% | 12 |
|
|
2023
Q1 | $320M | Buy |
2,453,627
+24,232
| +1% | +$3.16M | 1.27% | 12 |
|
|
2022
Q4 | $326M | Sell |
2,429,395
-183,323
| -7% | -$24.6M | 1.38% | 10 |
|
|
2022
Q3 | $273M | Buy |
2,612,718
+27,477
| +1% | +$2.87M | 1.17% | 12 |
|
|
2022
Q2 | $291M | Sell |
2,585,241
-21,936
| -0.8% | -$2.47M | 1.2% | 12 |
|
|
2022
Q1 | $355M | Sell |
2,607,177
-127,935
| -5% | -$17.4M | 1.22% | 11 |
|
|
2021
Q4 | $433M | Sell |
2,735,112
-11,493
| -0.4% | -$1.82M | 1.4% | 9 |
|
|
2021
Q3 | $450M | Sell |
2,746,605
-71,677
| -3% | -$11.7M | 1.57% | 8 |
|
|
2021
Q2 | $438M | Sell |
2,818,282
-65,043
| -2% | -$10.1M | 1.49% | 8 |
|
|
2021
Q1 | $439M | Buy |
2,883,325
+37,034
| +1% | +$5.64M | 1.56% | 7 |
|
|
2020
Q4 | $362M | Buy |
2,846,291
+4,669
| +0.2% | +$593K | 1.29% | 12 |
|
|
2020
Q3 | $274M | Sell |
2,841,622
-38,159
| -1% | -$3.67M | 1.08% | 12 |
|
|
2020
Q2 | $271M | Buy |
2,879,781
+140,449
| +5% | +$13.2M | 1.1% | 12 |
|
|
2020
Q1 | $247M | Buy |
2,739,332
+34,944
| +1% | +$3.15M | 1.15% | 11 |
|
|
2019
Q4 | $377M | Sell |
2,704,388
-53,971
| -2% | -$7.52M | 1.43% | 9 |
|
|
2019
Q3 | $325M | Sell |
2,758,359
-38,731
| -1% | -$4.56M | 1.33% | 10 |
|
|
2019
Q2 | $313M | Sell |
2,797,090
-28,594
| -1% | -$3.2M | 1.3% | 10 |
|
|
2019
Q1 | $326M | Buy |
2,825,684
+36,741
| +1% | +$4.24M | 1.35% | 10 |
|
|
2018
Q4 | $272M | Sell |
2,788,943
-24,317
| -0.9% | -$2.37M | 1.33% | 8 |
|
|
2018
Q3 | $317M | Sell |
2,813,260
-104,757
| -4% | -$11.8M | 1.32% | 9 |
|
|
2018
Q2 | $304M | Sell |
2,918,017
-33,179
| -1% | -$3.46M | 1.32% | 10 |
|
|
2018
Q1 | $325M | Sell |
2,951,196
-104,724
| -3% | -$11.5M | 1.44% | 7 |
|
|
2017
Q4 | $327M | Sell |
3,055,920
-64,916
| -2% | -$6.94M | 1.41% | 8 |
|
|
2017
Q3 | $298M | Buy |
3,120,836
+17,101
| +0.6% | +$1.63M | 1.35% | 10 |
|
|
2017
Q2 | $284M | Sell |
3,103,735
-23,786
| -0.8% | -$2.17M | 1.36% | 8 |
|
|
2017
Q1 | $275M | Buy |
3,127,521
+80,853
| +3% | +$7.1M | 1.35% | 8 |
|
|
2016
Q4 | $263M | Sell |
3,046,668
-13,652
| -0.4% | -$1.18M | 1.39% | 8 |
|
|
2016
Q3 | $204M | Sell |
3,060,320
-94,912
| -3% | -$6.32M | 1.12% | 14 |
|
|
2016
Q2 | $196M | Buy |
3,155,232
+24,062
| +0.8% | +$1.5M | 1.09% | 14 |
|
|
2016
Q1 | $185M | Buy |
3,131,170
+62,368
| +2% | +$3.69M | 1.06% | 15 |
|
|
2015
Q4 | $203M | Buy |
3,068,802
+6,710
| +0.2% | +$443K | 1.19% | 11 |
|
|
2015
Q3 | $187M | Buy |
3,062,092
+93,421
| +3% | +$5.7M | 1.17% | 9 |
|
|
2015
Q2 | $201M | Buy |
2,968,671
+24,433
| +0.8% | +$1.66M | 1.2% | 9 |
|
|
2015
Q1 | $178M | Buy |
2,944,238
+89,229
| +3% | +$5.41M | 1.08% | 12 |
|
|
2014
Q4 | $179M | Sell |
2,855,009
-43,458
| -1% | -$2.72M | 1.12% | 11 |
|
|
2014
Q3 | $175M | Buy |
2,898,467
+161,053
| +6% | +$9.7M | 1.13% | 11 |
|
|
2014
Q2 | $158M | Sell |
2,737,414
-55,455
| -2% | -$3.2M | 1.1% | 11 |
|
|
2014
Q1 | $170M | Buy |
2,792,869
+16,651
| +0.6% | +$1.01M | 1.22% | 11 |
|
|
2013
Q4 | $162M | Buy |
2,776,218
+34,315
| +1% | +$2.01M | 1.19% | 10 |
|
|
2013
Q3 | $142M | Buy |
2,741,903
+53,030
| +2% | +$2.74M | 1.16% | 14 |
|
|
2013
Q2 | $142M | Buy |
+2,688,873
| New | +$142M | 1.24% | 13 |
|