CI Investments Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346M | Sell |
1,193,043
-180,467
| -13% | -$52.3M | 1.3% | 11 |
|
|
2025
Q1 | $337M | Sell |
1,373,510
-23,841
| -2% | -$5.85M | 1.42% | 11 |
|
|
2024
Q4 | $335M | Sell |
1,397,351
-67,592
| -5% | -$16.2M | 1.26% | 12 |
|
|
2024
Q3 | $309M | Buy |
1,464,943
+45,601
| +3% | +$9.62M | 1.18% | 13 |
|
|
2024
Q2 | $287M | Sell |
1,419,342
-20,117
| -1% | -$4.07M | 1.13% | 16 |
|
|
2024
Q1 | $288M | Sell |
1,439,459
-172,490
| -11% | -$34.5M | 1.14% | 15 |
|
|
2023
Q4 | $274M | Sell |
1,611,949
-56,528
| -3% | -$9.62M | 1.42% | 14 |
|
|
2023
Q3 | $242M | Buy |
1,668,477
+354,383
| +27% | +$51.4M | 1.35% | 14 |
|
|
2023
Q2 | $191M | Sell |
1,314,094
-118,452
| -8% | -$17.2M | 0.96% | 27 |
|
|
2023
Q1 | $187M | Sell |
1,432,546
-75,891
| -5% | -$9.89M | 0.94% | 26 |
|
|
2022
Q4 | $202M | Sell |
1,508,437
-224,393
| -13% | -$30.1M | 1.02% | 27 |
|
|
2022
Q3 | $181M | Buy |
1,732,830
+123,327
| +8% | +$12.9M | 0.94% | 28 |
|
|
2022
Q2 | $181M | Sell |
1,609,503
-128,645
| -7% | -$14.5M | 0.85% | 27 |
|
|
2022
Q1 | $237M | Buy |
1,738,148
+324,442
| +23% | +$44.2M | 0.87% | 24 |
|
|
2021
Q4 | $223M | Buy |
1,413,706
+7,684
| +0.5% | +$1.21M | 0.77% | 29 |
|
|
2021
Q3 | $230M | Buy |
1,406,022
+40,774
| +3% | +$6.67M | 0.86% | 26 |
|
|
2021
Q2 | $212M | Buy |
1,365,248
+2,452
| +0.2% | +$381K | 0.78% | 33 |
|
|
2021
Q1 | $207M | Sell |
1,362,796
-71,976
| -5% | -$11M | 0.87% | 29 |
|
|
2020
Q4 | $182M | Sell |
1,434,772
-294,441
| -17% | -$37.4M | 0.8% | 33 |
|
|
2020
Q3 | $166M | Sell |
1,729,213
-196,192
| -10% | -$18.9M | 0.83% | 34 |
|
|
2020
Q2 | $181M | Sell |
1,925,405
-512,459
| -21% | -$48.2M | 0.97% | 27 |
|
|
2020
Q1 | $219M | Sell |
2,437,864
-90,814
| -4% | -$8.18M | 1.33% | 13 |
|
|
2019
Q4 | $352M | Sell |
2,528,678
-298,914
| -11% | -$41.7M | 1.79% | 7 |
|
|
2019
Q3 | $333M | Buy |
2,827,592
+497,362
| +21% | +$58.5M | 1.72% | 9 |
|
|
2019
Q2 | $265M | Buy |
2,330,230
+405,076
| +21% | +$46M | 1.47% | 13 |
|
|
2019
Q1 | $195M | Buy |
1,925,154
+76,712
| +4% | +$7.77M | 1.09% | 24 |
|
|
2018
Q4 | $180M | Sell |
1,848,442
-390,540
| -17% | -$38.1M | 1.16% | 21 |
|
|
2018
Q3 | $253M | Buy |
2,238,982
+512,540
| +30% | +$57.8M | 1.89% | 9 |
|
|
2018
Q2 | $180M | Buy |
1,726,442
+519,302
| +43% | +$54.1M | 1.41% | 16 |
|
|
2018
Q1 | $133M | Sell |
1,207,140
-598,828
| -33% | -$65.9M | 1.53% | 15 |
|
|
2017
Q4 | $193M | Buy |
1,805,968
+1,077,106
| +148% | +$115M | 1.98% | 13 |
|
|
2017
Q3 | $69.6M | Buy |
728,862
+290,422
| +66% | +$27.7M | 0.68% | 51 |
|
|
2017
Q2 | $40.1M | Buy |
438,440
+196,197
| +81% | +$17.9M | 0.43% | 70 |
|
|
2017
Q1 | $21.3M | Sell |
242,243
-1,735,661
| -88% | -$152M | 0.24% | 92 |
|
|
2016
Q4 | $171M | Buy |
+1,977,904
| New | +$171M | 1.87% | 11 |
|
|
2016
Q2 | – | Sell |
-3
| Closed | – | – | 203 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 201 |
|
|
2015
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 189 |
|
|
2015
Q3 | $0 | Sell |
3
-2,482,992
| -100% | – | ﹤0.01% | 189 |
|
|
2015
Q2 | $168M | Sell |
2,482,995
-98,005
| -4% | -$6.64M | 1.86% | 10 |
|
|
2015
Q1 | $156M | Buy |
2,581,000
+22,340
| +0.9% | +$1.35M | 1.65% | 11 |
|
|
2014
Q4 | $160M | Sell |
2,558,660
-63,810
| -2% | -$3.99M | 1.81% | 10 |
|
|
2014
Q3 | $158M | Buy |
2,622,470
+15,760
| +0.6% | +$949K | 1.65% | 13 |
|
|
2014
Q2 | $150M | Buy |
2,606,710
+2,604,780
| +134,963% | +$150M | 1.48% | 19 |
|
|
2014
Q1 | $117K | Sell |
1,930
-40
| -2% | -$2.43K | ﹤0.01% | 188 |
|
|
2013
Q4 | $115K | Buy |
1,970
+210
| +12% | +$12.3K | ﹤0.01% | 178 |
|
|
2013
Q3 | $91K | Sell |
1,760
-2,240
| -56% | -$116K | ﹤0.01% | 182 |
|
|
2013
Q2 | $211K | Buy |
+4,000
| New | +$211K | ﹤0.01% | 181 |
|