Dodge & Cox’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 | $61.4M | Sell |
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|
2025
Q2 | $77.6M | Sell |
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|
2025
Q1 | $68M | Sell |
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|
2024
Q4 | $70.3M | Sell |
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|
2024
Q3 | $64M | Sell |
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|
2024
Q2 | $62.3M | Sell |
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|
2024
Q1 | $64.2M | Sell |
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|
2023
Q4 | $55.4M | Sell |
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|
2023
Q3 | $47.9M | Sell |
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|
2023
Q2 | $50.4M | Sell |
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|
2023
Q1 | $47.3M | Sell |
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|
2022
Q4 | $55.5M | Sell |
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|
2022
Q3 | $47.3M | Sell |
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|
2022
Q2 | $52.3M | Sell |
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|
2022
Q1 | $66.2M | Sell |
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|
2021
Q4 | $83.1M | Sell |
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|
2021
Q3 | $90.8M | Sell |
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|
2021
Q2 | $95.1M | Sell |
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|
2021
Q1 | $183M | Sell |
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|
2020
Q4 | $1.54B | Sell |
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|
2020
Q3 | $1.22B | Sell |
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|
2020
Q2 | $1.19B | Sell |
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|
2020
Q1 | $1.22B | Sell |
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|
2019
Q4 | $1.96B | Sell |
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|
2019
Q3 | $2.51B | Sell |
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|
2019
Q2 | $2.79B | Buy |
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|
2019
Q1 | $2.52B | Buy |
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|
2018
Q4 | $2.42B | Sell |
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|
2018
Q3 | $2.81B | Sell |
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|
2018
Q2 | $2.61B | Sell |
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|
2018
Q1 | $2.78B | Sell |
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|
2017
Q4 | $2.75B | Sell |
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|
2017
Q3 | $2.47B | Sell |
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|
2017
Q2 | $2.39B | Sell |
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|
2017
Q1 | $2.32B | Sell |
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|
2016
Q4 | $2.3B | Sell |
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|
2016
Q3 | $1.9B | Buy |
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|
2016
Q2 | $1.73B | Buy |
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|
2016
Q1 | $1.56B | Buy |
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|
2015
Q4 | $1.74B | Sell |
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|
2015
Q3 | $1.63B | Buy |
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|
2015
Q2 | $1.77B | Buy |
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|
2015
Q1 | $1.45B | Buy |
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|
2014
Q4 | $1.49B | Buy |
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|
2014
Q3 | $1.21B | Sell |
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|
2014
Q2 | $1.15B | Buy |
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|
2014
Q1 | $1.06B | Buy |
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|
2013
Q4 | $700M | Sell |
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|
2013
Q3 | $624M | Buy |
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|
2013
Q2 | $606M | Buy |
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