CI Investments Inc’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 | $346M | Sell |
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|
2025
Q1 | $337M | Sell |
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|
2024
Q4 | $335M | Sell |
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|
2024
Q3 | $309M | Buy |
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|
2024
Q2 | $287M | Sell |
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|
2024
Q1 | $288M | Sell |
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|
2023
Q4 | $274M | Sell |
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|
2023
Q3 | $242M | Buy |
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|
2023
Q2 | $191M | Sell |
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|
2023
Q1 | $187M | Sell |
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|
2022
Q4 | $202M | Sell |
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|
2022
Q3 | $181M | Buy |
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|
2022
Q2 | $181M | Sell |
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|
2022
Q1 | $237M | Buy |
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|
2021
Q4 | $223M | Buy |
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|
2021
Q3 | $230M | Buy |
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|
2021
Q2 | $212M | Buy |
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|
2021
Q1 | $207M | Sell |
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|
2020
Q4 | $182M | Sell |
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|
2020
Q3 | $166M | Sell |
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|
2020
Q2 | $181M | Sell |
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|
2020
Q1 | $219M | Sell |
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|
2019
Q4 | $352M | Sell |
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|
2019
Q3 | $333M | Buy |
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|
2019
Q2 | $265M | Buy |
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|
2019
Q1 | $195M | Buy |
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|
2018
Q4 | $180M | Sell |
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|
2018
Q3 | $253M | Buy |
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|
2018
Q2 | $180M | Buy |
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|
2018
Q1 | $133M | Sell |
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|
2017
Q4 | $193M | Buy |
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|
2017
Q3 | $69.6M | Buy |
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|
2017
Q2 | $40.1M | Buy |
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|
2017
Q1 | $21.3M | Sell |
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|
2016
Q4 | $171M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Sell |
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|
2015
Q2 | $168M | Sell |
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|
2015
Q1 | $156M | Buy |
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|
2014
Q4 | $160M | Sell |
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|
2014
Q3 | $158M | Buy |
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|
2014
Q2 | $150M | Buy |
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|
2014
Q1 | $117K | Sell |
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|
2013
Q4 | $115K | Buy |
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|
2013
Q3 | $91K | Sell |
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|
2013
Q2 | $211K | Buy |
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