Commonwealth Equity Services’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 | $511M | Sell |
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|
2025
Q1 | $456M | Buy |
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|
2024
Q4 | $423M | Buy |
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|
2024
Q3 | $371M | Sell |
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|
2024
Q2 | $370M | Buy |
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|
2024
Q1 | $361M | Sell |
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|
2023
Q4 | $307M | Sell |
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|
2023
Q3 | $264M | Buy |
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|
2023
Q2 | $257M | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $225M | Buy |
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|
2022
Q3 | $172M | Buy |
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|
2022
Q2 | $179M | Buy |
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|
2022
Q1 | $214M | Buy |
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|
2021
Q4 | $235M | Buy |
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|
2021
Q3 | $235M | Buy |
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|
2021
Q2 | $218M | Buy |
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|
2021
Q1 | $209M | Buy |
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|
2020
Q4 | $172M | Sell |
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|
2020
Q3 | $133M | Buy |
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|
2020
Q2 | $126M | Buy |
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|
2020
Q1 | $109M | Buy |
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|
2019
Q4 | $155M | Buy |
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|
2019
Q3 | $126M | Buy |
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|
2019
Q2 | $118M | Buy |
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|
2019
Q1 | $102M | Buy |
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|
2018
Q4 | $92.9M | Buy |
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|
2018
Q3 | $99.3M | Buy |
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|
2018
Q2 | $87.3M | Buy |
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|
2018
Q1 | $87.9M | Buy |
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|
2017
Q4 | $83M | Buy |
|
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|
2017
Q3 | $70.6M | Buy |
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|
2017
Q2 | $65.6M | Buy |
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|
2017
Q1 | $57.8M | Buy |
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|
2016
Q4 | $55.3M | Buy |
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|
2016
Q3 | $39.9M | Buy |
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|
2016
Q2 | $36M | Buy |
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|
2016
Q1 | $32.5M | Buy |
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|
2015
Q4 | $34.3M | Buy |
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|
2015
Q3 | $29.6M | Buy |
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|
2015
Q2 | $31.4M | Buy |
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|
2015
Q1 | $27.3M | Buy |
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|
2014
Q4 | $25.4M | Buy |
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|
2014
Q3 | $23.4M | Buy |
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|
2014
Q2 | $21.3M | Sell |
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|
2014
Q1 | $22.5M | Buy |
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|
2013
Q4 | $20.7M | Sell |
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|
2013
Q3 | $19.3M | Buy |
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|
2013
Q2 | $18.3M | Buy |
|