Cohen & Steers’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
Q3 | $978K | Hold |
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|
2025
Q2 | $899K | Sell |
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|
2025
Q1 | $981K | Buy |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $616K | Hold |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $616K | Hold |
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|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $912K | Buy |
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|
2021
Q2 | $742K | Sell |
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|
2021
Q1 | $884K | Sell |
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|
2020
Q4 | $775K | Sell |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | $383K | Hold |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $3.48M | Sell |
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|
2019
Q1 | $3.35M | Sell |
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|
2018
Q4 | $17M | Sell |
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|
2018
Q3 | $20.1M | Sell |
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|
2018
Q2 | $19.5M | Sell |
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|
2018
Q1 | $24.7M | Sell |
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|
2017
Q4 | $29.7M | Sell |
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|
2017
Q3 | $28.7M | Sell |
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|
2017
Q2 | $32.3M | Buy |
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|
2017
Q1 | $30.9M | Sell |
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|
2016
Q4 | $34.7M | Buy |
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|
2016
Q3 | $26.1M | Sell |
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|
2016
Q2 | $25.2M | Buy |
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|
2016
Q1 | $23M | Sell |
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|
2015
Q4 | $25.9M | Sell |
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|
2015
Q3 | $25.6M | Buy |
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|
2015
Q2 | $28.5M | Sell |
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|
2015
Q1 | $26.3M | Sell |
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|
2014
Q4 | $27.8M | Sell |
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|
2014
Q3 | $31M | Sell |
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|
2014
Q2 | $60.2M | Sell |
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|
2014
Q1 | $70.7M | Sell |
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|
2013
Q4 | $70.5M | Sell |
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|
2013
Q3 | $85.1M | Sell |
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|
2013
Q2 | $90.4M | Buy |
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