DZ Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18B | Buy |
7,524,197
+76,413
| +1% | +$22.2M | 2.18% | 6 |
|
|
2025
Q1 | $1.83B | Sell |
7,447,784
-3,237,026
| -30% | -$794M | 2.05% | 6 |
|
|
2024
Q4 | $2.56B | Buy |
10,684,810
+2,551,899
| +31% | +$612M | 2.6% | 6 |
|
|
2024
Q3 | $1.71B | Sell |
8,132,911
-1,131,460
| -12% | -$239M | 1.68% | 10 |
|
|
2024
Q2 | $1.87B | Sell |
9,264,371
-4,580,178
| -33% | -$926M | 1.92% | 8 |
|
|
2024
Q1 | $2.77B | Buy |
13,844,549
+974,895
| +8% | +$195M | 2.97% | 5 |
|
|
2023
Q4 | $2.19B | Sell |
12,869,654
-263,202
| -2% | -$44.8M | 2.72% | 6 |
|
|
2023
Q3 | $1.9B | Sell |
13,132,856
-276,159
| -2% | -$40M | 2.71% | 6 |
|
|
2023
Q2 | $1.95B | Buy |
13,409,015
+643,240
| +5% | +$93.5M | 2.93% | 6 |
|
|
2023
Q1 | $1.66B | Sell |
12,765,775
-97,782
| -0.8% | -$12.7M | 2.74% | 5 |
|
|
2022
Q4 | $1.72B | Buy |
12,863,557
+737,141
| +6% | +$98.9M | 3% | 4 |
|
|
2022
Q3 | $1.27B | Buy |
12,126,416
+407,964
| +3% | +$42.6M | 2.4% | 6 |
|
|
2022
Q2 | $1.32B | Buy |
11,718,452
+2,373,082
| +25% | +$267M | 2.38% | 5 |
|
|
2022
Q1 | $1.27B | Sell |
9,345,370
-475,880
| -5% | -$64.9M | 1.91% | 7 |
|
|
2021
Q4 | $1.56B | Buy |
9,821,250
+4,806
| +0% | +$762K | 2.21% | 7 |
|
|
2021
Q3 | $1.61B | Buy |
9,816,444
+4,129,437
| +73% | +$676M | 2.56% | 6 |
|
|
2021
Q2 | $885M | Sell |
5,687,007
-2,316,603
| -29% | -$360M | 1.44% | 10 |
|
|
2021
Q1 | $1.22B | Sell |
8,003,610
-529,762
| -6% | -$80.7M | 2.24% | 6 |
|
|
2020
Q4 | $1.07B | Sell |
8,533,372
-502,471
| -6% | -$63M | 2.27% | 6 |
|
|
2020
Q3 | $870M | Buy |
9,035,843
+916,643
| +11% | +$88.2M | 2.09% | 7 |
|
|
2020
Q2 | $764M | Buy |
8,119,200
+1,992,754
| +33% | +$187M | 2.1% | 6 |
|
|
2020
Q1 | $552M | Sell |
6,126,446
-2,730,602
| -31% | -$246M | 1.87% | 9 |
|
|
2019
Q4 | $1.23B | Buy |
8,857,048
+339,745
| +4% | +$47.1M | 3.22% | 5 |
|
|
2019
Q3 | $1B | Buy |
8,517,303
+962,530
| +13% | +$113M | 2.99% | 4 |
|
|
2019
Q2 | $845M | Buy |
7,554,773
+590,474
| +8% | +$66M | 2.61% | 3 |
|
|
2019
Q1 | $705M | Buy |
6,964,299
+593,317
| +9% | +$60.1M | 2.29% | 7 |
|
|
2018
Q4 | $617M | Buy |
6,370,982
+886,528
| +16% | +$85.9M | 2.39% | 4 |
|
|
2018
Q3 | $619M | Buy |
5,484,454
+285,628
| +5% | +$32.2M | 2.2% | 3 |
|
|
2018
Q2 | $542M | Sell |
5,198,826
-19,077
| -0.4% | -$1.99M | 2% | 5 |
|
|
2018
Q1 | $563M | Buy |
5,217,903
+45,530
| +0.9% | +$4.91M | 2.18% | 2 |
|
|
2017
Q4 | $553M | Buy |
5,172,373
+713,866
| +16% | +$76.3M | 2.12% | 2 |
|
|
2017
Q3 | $426M | Buy |
4,458,507
+803,454
| +22% | +$76.7M | 1.77% | 6 |
|
|
2017
Q2 | $334M | Sell |
3,655,053
-566,174
| -13% | -$51.7M | 1.55% | 8 |
|
|
2017
Q1 | $371M | Sell |
4,221,227
-335,067
| -7% | -$29.4M | 1.69% | 6 |
|
|
2016
Q4 | $393M | Buy |
+4,556,294
| New | +$393M | 1.9% | 2 |
|