CIBC Private Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $705M | Buy |
3,250,085
+7,297
| +0.2% | +$1.58M | 1.49% | 9 |
|
|
2024
Q4 | $788M | Sell |
3,242,788
-69,766
| -2% | -$17M | 1.43% | 10 |
|
|
2024
Q3 | $698M | Buy |
3,312,554
+196,239
| +6% | +$41.4M | 1.25% | 12 |
|
|
2024
Q2 | $639M | Sell |
3,116,315
-35,832
| -1% | -$7.35M | 1.2% | 13 |
|
|
2024
Q1 | $627M | Sell |
3,152,147
-63,358
| -2% | -$12.6M | 1.23% | 12 |
|
|
2023
Q4 | $547M | Sell |
3,215,505
-49,214
| -2% | -$8.37M | 1.16% | 15 |
|
|
2023
Q3 | $473M | Sell |
3,264,719
-124,283
| -4% | -$18M | 1.12% | 18 |
|
|
2023
Q2 | $493M | Buy |
3,389,002
+47,908
| +1% | +$6.97M | 1.08% | 18 |
|
|
2023
Q1 | $149M | Sell |
3,341,094
-32,466
| -1% | -$1.45M | 0.33% | 74 |
|
|
2022
Q4 | $336M | Buy |
3,373,560
+13,734
| +0.4% | +$1.37M | 1.13% | 24 |
|
|
2022
Q3 | $351M | Sell |
3,359,826
-188,535
| -5% | -$19.7M | 0.95% | 23 |
|
|
2022
Q2 | $400M | Sell |
3,548,361
-78,909
| -2% | -$8.89M | 1.04% | 19 |
|
|
2022
Q1 | $494M | Sell |
3,627,270
-1,175,110
| -24% | -$160M | 1.08% | 16 |
|
|
2021
Q4 | $760M | Buy |
4,802,380
+46,795
| +1% | +$7.41M | 1.58% | 9 |
|
|
2021
Q3 | $778M | Sell |
4,755,585
-27,976
| -0.6% | -$4.58M | 1.81% | 7 |
|
|
2021
Q2 | $744M | Buy |
4,783,561
+8,930
| +0.2% | +$1.39M | 1.71% | 7 |
|
|
2021
Q1 | $727M | Buy |
4,774,631
+95,131
| +2% | +$14.5M | 1.83% | 7 |
|
|
2020
Q4 | $595M | Buy |
4,679,500
+132,578
| +3% | +$16.8M | 1.57% | 6 |
|
|
2020
Q3 | $438M | Buy |
4,546,922
+1,685,017
| +59% | +$162M | 1.34% | 13 |
|
|
2020
Q2 | $269M | Sell |
2,861,905
-1,361,211
| -32% | -$128M | 1.31% | 15 |
|
|
2020
Q1 | $380M | Sell |
4,223,116
-286,173
| -6% | -$25.8M | 1.63% | 6 |
|
|
2019
Q4 | $629M | Buy |
4,509,289
+26,332
| +0.6% | +$3.67M | 2.05% | 4 |
|
|
2019
Q3 | $528M | Sell |
4,482,957
-82,560
| -2% | -$9.72M | 1.86% | 7 |
|
|
2019
Q2 | $510M | Buy |
4,565,517
+322,114
| +8% | +$36M | 1.79% | 6 |
|
|
2019
Q1 | $430M | Sell |
4,243,403
-32,312
| -0.8% | -$3.27M | 1.66% | 7 |
|
|
2018
Q4 | $417M | Buy |
4,275,715
+2,818
| +0.1% | +$275K | 1.86% | 6 |
|
|
2018
Q3 | $482M | Sell |
4,272,897
-31,323
| -0.7% | -$3.53M | 1.83% | 5 |
|
|
2018
Q2 | $448M | Sell |
4,304,220
-24,543
| -0.6% | -$2.56M | 1.83% | 5 |
|
|
2018
Q1 | $476M | Sell |
4,328,763
-32,828
| -0.8% | -$3.61M | 2.07% | 4 |
|
|
2017
Q4 | $466M | Sell |
4,361,591
-36,595
| -0.8% | -$3.91M | 1.98% | 5 |
|
|
2017
Q3 | $420M | Buy |
4,398,186
+1,692,999
| +63% | +$162M | 1.91% | 5 |
|
|
2017
Q2 | $247M | Buy |
2,705,187
+67,238
| +3% | +$6.15M | 1.55% | 8 |
|
|
2017
Q1 | $232M | Buy |
2,637,949
+102,149
| +4% | +$8.97M | 1.46% | 12 |
|
|
2016
Q4 | $219M | Buy |
2,535,800
+94,425
| +4% | +$8.15M | 1.45% | 11 |
|
|
2016
Q3 | $163M | Buy |
2,441,375
+58,815
| +2% | +$3.92M | 1.13% | 20 |
|
|
2016
Q2 | $148M | Buy |
2,382,560
+31,557
| +1% | +$1.96M | 1.08% | 23 |
|
|
2016
Q1 | $139M | Buy |
2,351,003
+124,159
| +6% | +$7.35M | 1.08% | 23 |
|
|
2015
Q4 | $147M | Buy |
2,226,844
+40,118
| +2% | +$2.65M | 1.15% | 18 |
|
|
2015
Q3 | $133M | Buy |
2,186,726
+34,812
| +2% | +$2.12M | 1.1% | 23 |
|
|
2015
Q2 | $146M | Buy |
2,151,914
+11,522
| +0.5% | +$781K | 1.06% | 21 |
|
|
2015
Q1 | $130M | Buy |
2,140,392
+40,274
| +2% | +$2.44M | 0.96% | 27 |
|
|
2014
Q4 | $131M | Buy |
2,100,118
+21,055
| +1% | +$1.32M | 1.01% | 27 |
|
|
2014
Q3 | $125M | Sell |
2,079,063
-6,812
| -0.3% | -$410K | 0.99% | 23 |
|
|
2014
Q2 | $120M | Buy |
2,085,875
+6,803
| +0.3% | +$392K | 0.98% | 25 |
|
|
2014
Q1 | $126M | Buy |
+2,079,072
| New | +$126M | 1.07% | 19 |
|