Dodge & Cox’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6M | Sell |
267,683
-9,340
| -3% | -$2.71M | 0.04% | 105 |
|
|
2025
Q1 | $68M | Sell |
277,023
-16,257
| -6% | -$3.99M | 0.04% | 101 |
|
|
2024
Q4 | $70.3M | Sell |
293,280
-10,295
| -3% | -$2.47M | 0.04% | 103 |
|
|
2024
Q3 | $64M | Sell |
303,575
-4,340
| -1% | -$915K | 0.04% | 103 |
|
|
2024
Q2 | $62.3M | Sell |
307,915
-12,650
| -4% | -$2.56M | 0.04% | 101 |
|
|
2024
Q1 | $64.2M | Sell |
320,565
-4,970
| -2% | -$995K | 0.04% | 102 |
|
|
2023
Q4 | $55.4M | Sell |
325,535
-4,975
| -2% | -$846K | 0.04% | 101 |
|
|
2023
Q3 | $47.9M | Sell |
330,510
-15,875
| -5% | -$2.3M | 0.03% | 101 |
|
|
2023
Q2 | $50.4M | Sell |
346,385
-16,415
| -5% | -$2.39M | 0.03% | 97 |
|
|
2023
Q1 | $47.3M | Sell |
362,800
-51,200
| -12% | -$6.67M | 0.03% | 97 |
|
|
2022
Q4 | $55.5M | Sell |
414,000
-38,360
| -8% | -$5.14M | 0.04% | 97 |
|
|
2022
Q3 | $47.3M | Sell |
452,360
-12,050
| -3% | -$1.26M | 0.04% | 99 |
|
|
2022
Q2 | $52.3M | Sell |
464,410
-21,086
| -4% | -$2.37M | 0.04% | 96 |
|
|
2022
Q1 | $66.2M | Sell |
485,496
-39,340
| -7% | -$5.36M | 0.04% | 93 |
|
|
2021
Q4 | $83.1M | Sell |
524,836
-29,605
| -5% | -$4.69M | 0.05% | 90 |
|
|
2021
Q3 | $90.8M | Sell |
554,441
-57,188
| -9% | -$9.36M | 0.06% | 86 |
|
|
2021
Q2 | $95.1M | Sell |
611,629
-588,458
| -49% | -$91.5M | 0.06% | 84 |
|
|
2021
Q1 | $183M | Sell |
1,200,087
-10,954,367
| -90% | -$1.67B | 0.13% | 81 |
|
|
2020
Q4 | $1.54B | Sell |
12,154,454
-480,748
| -4% | -$61.1M | 1.22% | 33 |
|
|
2020
Q3 | $1.22B | Sell |
12,635,202
-43,814
| -0.3% | -$4.22M | 1.11% | 30 |
|
|
2020
Q2 | $1.19B | Sell |
12,679,016
-836,609
| -6% | -$78.7M | 1.1% | 34 |
|
|
2020
Q1 | $1.22B | Sell |
13,515,625
-550,068
| -4% | -$49.5M | 1.32% | 33 |
|
|
2019
Q4 | $1.96B | Sell |
14,065,693
-7,250,217
| -34% | -$1.01B | 1.5% | 28 |
|
|
2019
Q3 | $2.51B | Sell |
21,315,910
-3,669,709
| -15% | -$432M | 2.06% | 17 |
|
|
2019
Q2 | $2.79B | Buy |
24,985,619
+42,854
| +0.2% | +$4.79M | 2.26% | 12 |
|
|
2019
Q1 | $2.52B | Buy |
24,942,765
+134,367
| +0.5% | +$13.6M | 2.07% | 14 |
|
|
2018
Q4 | $2.42B | Sell |
24,808,398
-128,354
| -0.5% | -$12.5M | 2.22% | 15 |
|
|
2018
Q3 | $2.81B | Sell |
24,936,752
-130,450
| -0.5% | -$14.7M | 2.15% | 15 |
|
|
2018
Q2 | $2.61B | Sell |
25,067,202
-196,888
| -0.8% | -$20.5M | 2.09% | 16 |
|
|
2018
Q1 | $2.78B | Sell |
25,264,090
-463,129
| -2% | -$50.9M | 2.24% | 14 |
|
|
2017
Q4 | $2.75B | Sell |
25,727,219
-112,078
| -0.4% | -$12M | 2.13% | 14 |
|
|
2017
Q3 | $2.47B | Sell |
25,839,297
-265,743
| -1% | -$25.4M | 1.99% | 16 |
|
|
2017
Q2 | $2.39B | Sell |
26,105,040
-262,850
| -1% | -$24M | 2.01% | 17 |
|
|
2017
Q1 | $2.32B | Sell |
26,367,890
-258,789
| -1% | -$22.7M | 1.97% | 15 |
|
|
2016
Q4 | $2.3B | Sell |
26,626,679
-1,893,990
| -7% | -$163M | 2.04% | 16 |
|
|
2016
Q3 | $1.9B | Buy |
28,520,669
+688,070
| +2% | +$45.8M | 1.78% | 20 |
|
|
2016
Q2 | $1.73B | Buy |
27,832,599
+1,415,650
| +5% | +$88M | 1.71% | 23 |
|
|
2016
Q1 | $1.56B | Buy |
26,416,949
+78,910
| +0.3% | +$4.67M | 1.53% | 25 |
|
|
2015
Q4 | $1.74B | Sell |
26,338,039
-341,568
| -1% | -$22.6M | 1.71% | 25 |
|
|
2015
Q3 | $1.63B | Buy |
26,679,607
+503,540
| +2% | +$30.7M | 1.64% | 25 |
|
|
2015
Q2 | $1.77B | Buy |
26,176,067
+2,282,162
| +10% | +$155M | 1.6% | 23 |
|
|
2015
Q1 | $1.45B | Buy |
23,893,905
+136,000
| +0.6% | +$8.24M | 1.33% | 30 |
|
|
2014
Q4 | $1.49B | Buy |
23,757,905
+3,741,041
| +19% | +$234M | 1.38% | 27 |
|
|
2014
Q3 | $1.21B | Sell |
20,016,864
-8,869
| -0% | -$534K | 1.15% | 33 |
|
|
2014
Q2 | $1.15B | Buy |
20,025,733
+2,642,350
| +15% | +$152M | 1.1% | 34 |
|
|
2014
Q1 | $1.06B | Buy |
17,383,383
+5,420,714
| +45% | +$329M | 1.08% | 34 |
|
|
2013
Q4 | $700M | Sell |
11,962,669
-118,050
| -1% | -$6.9M | 0.73% | 44 |
|
|
2013
Q3 | $624M | Buy |
12,080,719
+594,517
| +5% | +$30.7M | 0.71% | 47 |
|
|
2013
Q2 | $606M | Buy |
+11,486,202
| New | +$606M | 0.72% | 45 |
|