Consulta’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
Q1 | – | Sell |
-150,000
| Closed | -$36M | – | 12 |
|
|
2024
Q4 | $36M | Sell |
150,000
-200,000
| -57% | -$46.6M | 2.35% | 13 |
|
|
2024
Q3 | $73.8M | Sell |
350,000
-150,000
| -30% | -$31.6M | 4.56% | 12 |
|
|
2024
Q2 | $101M | Sell |
500,000
-100,000
| -17% | -$19.6M | 6.89% | 7 |
|
|
2024
Q1 | $120M | Hold |
600,000
| – | – | 7.74% | 6 |
|
|
2023
Q4 | $102M | Sell |
600,000
-150,000
| -20% | -$22.7M | 6.72% | 8 |
|
|
2023
Q3 | $109M | Hold |
750,000
| – | – | 7.81% | 6 |
|
|
2023
Q2 | $109M | Buy |
750,000
+200,000
| +36% | +$27.5M | 7.58% | 7 |
|
|
2023
Q1 | $71.7M | Hold |
550,000
| – | – | 5.64% | 11 |
|
|
2022
Q4 | $73.8M | Buy |
+550,000
| New | +$69.7M | 6.33% | 8 |
|
|
2021
Q3 | – | Sell |
-717,500
| Closed | -$112M | – | 11 |
|
|
2021
Q2 | $112M | Sell |
717,500
-432,500
| -38% | -$67.9M | 5.26% | 9 |
|
|
2021
Q1 | $175M | Sell |
1,150,000
-850,000
| -43% | -$122M | 9.02% | 7 |
|
|
2020
Q4 | $254M | Hold |
2,000,000
| – | – | 13.78% | 2 |
|
|
2020
Q3 | $193M | Buy |
2,000,000
+1,150,000
| +135% | +$113M | 12.89% | 3 |
|
|
2020
Q2 | $80M | Buy |
850,000
+100,000
| +13% | +$9.49M | 6.04% | 10 |
|
|
2020
Q1 | $67.5M | Buy |
+750,000
| New | +$91.1M | 5.56% | 9 |
|
|
2019
Q4 | – | Sell |
-400,000
| Closed | -$47.1M | – | 14 |
|
|
2019
Q3 | $47.1M | Sell |
400,000
-350,000
| -47% | -$39.6M | 4.04% | 10 |
|
|
2019
Q2 | $83.8M | Hold |
750,000
| – | – | 7.38% | 5 |
|
|
2019
Q1 | $75.9M | Hold |
750,000
| – | – | 7.53% | 5 |
|
|
2018
Q4 | $73.2M | Buy |
750,000
+255,000
| +52% | +$27.2M | 7.22% | 5 |
|
|
2018
Q3 | $55.9M | Buy |
495,000
+95,000
| +24% | +$10.8M | 5.23% | 10 |
|
|
2018
Q2 | $41.7M | Hold |
400,000
| – | – | 4.15% | 11 |
|
|
2018
Q1 | $44M | Hold |
400,000
| – | – | 4.47% | 11 |
|
|
2017
Q4 | $42.8M | Buy |
400,000
+100,000
| +33% | +$10.1M | 5.05% | 10 |
|
|
2017
Q3 | $28.7M | Hold |
300,000
| – | – | 3.84% | 10 |
|
|
2017
Q2 | $27.4M | Buy |
+300,000
| New | +$25.9M | 3.34% | 13 |
|
|
2016
Q3 | – | Sell |
-350,000
| Closed | -$21.7M | – | 15 |
|
|
2016
Q2 | $21.7M | Buy |
+350,000
| New | +$21.9M | 2.76% | 11 |
|
|
2014
Q1 | – | Sell |
-662,939
| Closed | -$38.8M | – | 19 |
|
|
2013
Q4 | $38.8M | Sell |
662,939
-706,052
| -52% | -$38.7M | 5.63% | 8 |
|
|
2013
Q3 | $70.8M | Buy |
1,368,991
+195,224
| +17% | +$10.5M | 10.84% | 1 |
|
|
2013
Q2 | $62M | Buy |
+1,173,767
| New | +$59.7M | 9.19% | 2 |
|
Other funds holding JPM
Consulta's JPM Position: Q1 2025 in Review
Consulta sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 150,000 shares — an estimated $36M sold.
Consulta first reported a position in JPM in Q2 2013 and held it in 29 quarters. The position peaked at $254M in Q4 2020. 4,670 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Consulta reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
- Consulta sold 150,000 JPMorgan Chase shares in Q1 2025, an estimated $36M.
- Consulta first reported a position in JPMorgan Chase in Q2 2013 and held it in 29 quarters.
- Consulta's JPMorgan Chase position peaked at $254M in Q4 2020.
- 4,670 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Consulta's 13F filing for Q1 2025, filed 15 May 2025.