CWM
CIBC World Markets’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Buy |
655,197
+11,995
| +2% | +$3.48M | 1.19% | 14 |
|
|
2025
Q1 | $158M | Sell |
643,202
-324,501
| -34% | -$79.6M | 1.24% | 12 |
|
|
2024
Q4 | $232M | Sell |
967,703
-63,455
| -6% | -$15.2M | 1.36% | 11 |
|
|
2024
Q3 | $217M | Buy |
1,031,158
+51,433
| +5% | +$10.8M | 1.57% | 12 |
|
|
2024
Q2 | $198M | Sell |
979,725
-120,290
| -11% | -$24.3M | 1.3% | 11 |
|
|
2024
Q1 | $220M | Buy |
1,100,015
+195,158
| +22% | +$39.1M | 1.44% | 12 |
|
|
2023
Q4 | $154M | Buy |
904,857
+119,590
| +15% | +$20.3M | 0.84% | 16 |
|
|
2023
Q3 | $114M | Sell |
785,267
-307,022
| -28% | -$44.5M | 1.12% | 16 |
|
|
2023
Q2 | $159M | Buy |
1,092,289
+418,694
| +62% | +$60.9M | 1.29% | 14 |
|
|
2023
Q1 | $87.8M | Sell |
673,595
-553,322
| -45% | -$72.1M | 1.43% | 10 |
|
|
2022
Q4 | $165M | Sell |
1,226,917
-846
| -0.1% | -$113K | 1.11% | 11 |
|
|
2022
Q3 | $128M | Sell |
1,227,763
-357,658
| -23% | -$37.4M | 1.78% | 8 |
|
|
2022
Q2 | $179M | Sell |
1,585,421
-265,376
| -14% | -$29.9M | 1.68% | 8 |
|
|
2022
Q1 | $252M | Sell |
1,850,797
-556,478
| -23% | -$75.9M | 1.97% | 7 |
|
|
2021
Q4 | $381M | Buy |
2,407,275
+883,550
| +58% | +$140M | 2.03% | 9 |
|
|
2021
Q3 | $249M | Buy |
1,523,725
+23,610
| +2% | +$3.86M | 1.7% | 8 |
|
|
2021
Q2 | $233M | Sell |
1,500,115
-1,110,611
| -43% | -$173M | 1.62% | 8 |
|
|
2021
Q1 | $397M | Sell |
2,610,726
-302,586
| -10% | -$46.1M | 2.48% | 7 |
|
|
2020
Q4 | $370M | Buy |
2,913,312
+1,354,028
| +87% | +$172M | 1.86% | 10 |
|
|
2020
Q3 | $150M | Buy |
1,559,284
+153,022
| +11% | +$14.7M | 1.46% | 10 |
|
|
2020
Q2 | $132M | Sell |
1,406,262
-527,854
| -27% | -$49.6M | 1.42% | 10 |
|
|
2020
Q1 | $174M | Buy |
1,934,116
+1,284,541
| +198% | +$116M | 2.22% | 4 |
|
|
2019
Q4 | $90.6M | Buy |
649,575
+150,350
| +30% | +$21M | 0.59% | 28 |
|
|
2019
Q3 | $58.8M | Sell |
499,225
-181,669
| -27% | -$21.4M | 0.55% | 35 |
|
|
2019
Q2 | $76.1M | Buy |
680,894
+147,531
| +28% | +$16.5M | 0.59% | 27 |
|
|
2019
Q1 | $54M | Sell |
533,363
-330,436
| -38% | -$33.4M | 0.44% | 43 |
|
|
2018
Q4 | $84.3M | Sell |
863,799
-216,783
| -20% | -$21.2M | 0.78% | 21 |
|
|
2018
Q3 | $122M | Buy |
1,080,582
+422,488
| +64% | +$47.7M | 1.04% | 10 |
|
|
2018
Q2 | $68.6M | Sell |
658,094
-144,773
| -18% | -$15.1M | 0.59% | 25 |
|
|
2018
Q1 | $88.3M | Sell |
802,867
-191,426
| -19% | -$21.1M | 0.94% | 14 |
|
|
2017
Q4 | $106M | Buy |
994,293
+228,814
| +30% | +$24.5M | 0.76% | 21 |
|
|
2017
Q3 | $73.1M | Buy |
765,479
+49,093
| +7% | +$4.69M | 0.7% | 24 |
|
|
2017
Q2 | $65.5M | Sell |
716,386
-75,367
| -10% | -$6.89M | 0.69% | 24 |
|
|
2017
Q1 | $69.5M | Buy |
791,753
+292,217
| +58% | +$25.7M | 0.57% | 31 |
|
|
2016
Q4 | $43.1M | Buy |
499,536
+438,538
| +719% | +$37.8M | 0.44% | 54 |
|
|
2016
Q3 | $4.06M | Sell |
60,998
-37,072
| -38% | -$2.47M | 0.08% | 118 |
|
|
2016
Q2 | $6.09M | Buy |
+98,070
| New | +$6.09M | 0.16% | 68 |
|
|
2016
Q1 | – | Sell |
-42,152
| Closed | -$2.78M | – | 201 |
|
|
2015
Q4 | $2.78M | Buy |
42,152
+5,270
| +14% | +$348K | 0.06% | 105 |
|
|
2015
Q3 | $2.25M | Sell |
36,882
-101,446
| -73% | -$6.19M | 0.06% | 100 |
|
|
2015
Q2 | $9.37M | Buy |
+138,328
| New | +$9.37M | 0.3% | 54 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 23 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 29 |
|
|
2014
Q1 | – | Sell |
-7,201
| Closed | -$421K | – | 31 |
|
|
2013
Q4 | $421K | Buy |
+7,201
| New | +$421K | 0.21% | 17 |
|