Daiwa Securities Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Buy |
513,265
+19,760
| +4% | +$5.73M | 0.55% | 37 |
|
|
2025
Q1 | $121M | Buy |
493,505
+37,050
| +8% | +$9.09M | 0.51% | 44 |
|
|
2024
Q4 | $109M | Buy |
456,455
+19,725
| +5% | +$4.73M | 0.49% | 42 |
|
|
2024
Q3 | $92.1M | Buy |
436,730
+16,673
| +4% | +$3.52M | 0.43% | 42 |
|
|
2024
Q2 | $85M | Buy |
420,057
+49,937
| +13% | +$10.1M | 0.45% | 40 |
|
|
2024
Q1 | $74.1M | Buy |
370,120
+22,923
| +7% | +$4.59M | 0.42% | 41 |
|
|
2023
Q4 | $59.1M | Buy |
347,197
+17,218
| +5% | +$2.93M | 0.37% | 43 |
|
|
2023
Q3 | $47.9M | Buy |
329,979
+16,794
| +5% | +$2.44M | 0.34% | 45 |
|
|
2023
Q2 | $45.6M | Buy |
313,185
+4,982
| +2% | +$725K | 0.3% | 46 |
|
|
2023
Q1 | $40.2M | Buy |
308,203
+28,121
| +10% | +$3.66M | 0.28% | 47 |
|
|
2022
Q4 | $37.6M | Buy |
280,082
+18,490
| +7% | +$2.48M | 0.29% | 48 |
|
|
2022
Q3 | $27.3M | Buy |
261,592
+11,642
| +5% | +$1.22M | 0.23% | 54 |
|
|
2022
Q2 | $28.1M | Buy |
249,950
+7,425
| +3% | +$836K | 0.22% | 57 |
|
|
2022
Q1 | $33.1M | Sell |
242,525
-44,846
| -16% | -$6.11M | 0.21% | 58 |
|
|
2021
Q4 | $45.5M | Buy |
287,371
+41,765
| +17% | +$6.61M | 0.27% | 52 |
|
|
2021
Q3 | $40.2M | Buy |
245,606
+18,320
| +8% | +$3M | 0.26% | 52 |
|
|
2021
Q2 | $35.6M | Buy |
227,286
+6,917
| +3% | +$1.08M | 0.24% | 53 |
|
|
2021
Q1 | $33.5M | Sell |
220,369
-12,740
| -5% | -$1.94M | 0.25% | 53 |
|
|
2020
Q4 | $29.6M | Buy |
233,109
+8,433
| +4% | +$1.07M | 0.23% | 55 |
|
|
2020
Q3 | $21.6M | Sell |
224,676
-747
| -0.3% | -$71.9K | 0.2% | 53 |
|
|
2020
Q2 | $543K | Hold |
225,423
| – | – | 0.01% | 515 |
|
|
2020
Q1 | $20.3M | Buy |
225,423
+19,012
| +9% | +$1.71M | 0.21% | 54 |
|
|
2019
Q4 | $28.8M | Buy |
206,411
+4,821
| +2% | +$672K | 0.24% | 48 |
|
|
2019
Q3 | $23.7M | Sell |
201,590
-6,603
| -3% | -$777K | 0.2% | 50 |
|
|
2019
Q2 | $23.3M | Buy |
208,193
+23,597
| +13% | +$2.64M | 0.21% | 50 |
|
|
2019
Q1 | $18.7M | Sell |
184,596
-11,874
| -6% | -$1.2M | 0.16% | 64 |
|
|
2018
Q4 | $19.2M | Buy |
196,470
+16,136
| +9% | +$1.58M | 0.18% | 60 |
|
|
2018
Q3 | $20.3M | Sell |
180,334
-884
| -0.5% | -$99.8K | 0.17% | 58 |
|
|
2018
Q2 | $18.9M | Buy |
181,218
+25,671
| +17% | +$2.67M | 0.15% | 65 |
|
|
2018
Q1 | $19.9M | Sell |
155,547
-30,345
| -16% | -$3.87M | 0.16% | 66 |
|
|
2017
Q4 | $19.9M | Buy |
185,892
+7,185
| +4% | +$768K | 0.14% | 69 |
|
|
2017
Q3 | $17.1M | Sell |
178,707
-14,765
| -8% | -$1.41M | 0.12% | 80 |
|
|
2017
Q2 | $17.7M | Sell |
193,472
-41,980
| -18% | -$3.84M | 0.11% | 70 |
|
|
2017
Q1 | $20.7M | Sell |
235,452
-2,250
| -0.9% | -$198K | 0.13% | 70 |
|
|
2016
Q4 | $20.5M | Buy |
237,702
+45,057
| +23% | +$3.89M | 0.13% | 60 |
|
|
2016
Q3 | $12.8M | Sell |
192,645
-16,525
| -8% | -$1.1M | 0.08% | 89 |
|
|
2016
Q2 | $13M | Sell |
209,170
-80,950
| -28% | -$5.03M | 0.08% | 86 |
|
|
2016
Q1 | $17.2M | Sell |
290,120
-1,200
| -0.4% | -$71.1K | 0.11% | 72 |
|
|
2015
Q4 | $19.2M | Buy |
291,320
+38,800
| +15% | +$2.56M | 0.13% | 64 |
|
|
2015
Q3 | $15.4M | Sell |
252,520
-18,700
| -7% | -$1.14M | 0.11% | 81 |
|
|
2015
Q2 | $18.4M | Buy |
271,220
+108,900
| +67% | +$7.38M | 0.13% | 75 |
|
|
2015
Q1 | $9.83M | Buy |
162,320
+14,100
| +10% | +$854K | 0.07% | 107 |
|
|
2014
Q4 | $9.28M | Sell |
148,220
-16,400
| -10% | -$1.03M | 0.07% | 104 |
|
|
2014
Q3 | $9.92M | Sell |
164,620
-11,700
| -7% | -$705K | 0.08% | 100 |
|
|
2014
Q2 | $10.2M | Sell |
176,320
-152,200
| -46% | -$8.77M | 0.08% | 95 |
|
|
2014
Q1 | $19.9M | Sell |
328,520
-119,600
| -27% | -$7.26M | 0.16% | 53 |
|
|
2013
Q4 | $26.2M | Sell |
448,120
-49,800
| -10% | -$2.91M | 0.22% | 55 |
|
|
2013
Q3 | $25.7M | Sell |
497,920
-7,300
| -1% | -$377K | 0.21% | 52 |
|
|
2013
Q2 | $26.7M | Buy |
+505,220
| New | +$26.7M | 0.2% | 52 |
|