EAM
Eagle Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $254M | Sell |
1,072,548
-36,920
| -3% | -$8.75M | 1.3% | 4 |
|
|
2024
Q2 | $228M | Buy |
1,109,468
+25,299
| +2% | +$5.2M | 1.22% | 4 |
|
|
2024
Q1 | $216M | Buy |
1,084,169
+26,636
| +3% | +$5.3M | 1.09% | 8 |
|
|
2023
Q4 | $180M | Buy |
1,057,533
+4,988
| +0.5% | +$848K | 0.96% | 11 |
|
|
2023
Q3 | $153M | Buy |
1,052,545
+37,946
| +4% | +$5.5M | 0.9% | 17 |
|
|
2023
Q2 | $148M | Buy |
1,014,599
+325,627
| +47% | +$47.4M | 0.82% | 28 |
|
|
2023
Q1 | $89.8M | Buy |
688,972
+654,963
| +1,926% | +$85.3M | 0.53% | 75 |
|
|
2022
Q4 | $4.6M | Sell |
34,009
-854
| -2% | -$115K | 0.03% | 355 |
|
|
2022
Q3 | $3.64M | Sell |
34,863
-1,741
| -5% | -$182K | 0.02% | 382 |
|
|
2022
Q2 | $4.12M | Sell |
36,604
-774,657
| -95% | -$87.2M | 0.03% | 378 |
|
|
2022
Q1 | $111M | Sell |
811,261
-316,185
| -28% | -$43.1M | 0.57% | 60 |
|
|
2021
Q4 | $179M | Buy |
1,127,446
+2,259
| +0.2% | +$358K | 0.78% | 26 |
|
|
2021
Q3 | $184M | Buy |
1,125,187
+8,747
| +0.8% | +$1.43M | 0.83% | 17 |
|
|
2021
Q2 | $174M | Sell |
1,116,440
-34,041
| -3% | -$5.29M | 0.75% | 23 |
|
|
2021
Q1 | $177M | Buy |
1,150,481
+768,478
| +201% | +$118M | 0.78% | 20 |
|
|
2020
Q4 | $48.5M | Sell |
382,003
-978,324
| -72% | -$124M | 0.27% | 131 |
|
|
2020
Q3 | $130M | Buy |
1,360,327
+195,885
| +17% | +$18.7M | 0.67% | 39 |
|
|
2020
Q2 | $108M | Buy |
1,164,442
+1,887
| +0.2% | +$175K | 0.62% | 45 |
|
|
2020
Q1 | $105M | Sell |
1,162,555
-167,154
| -13% | -$15M | 0.65% | 39 |
|
|
2019
Q4 | $185M | Buy |
1,329,709
+8,766
| +0.7% | +$1.22M | 0.89% | 6 |
|
|
2019
Q3 | $155M | Sell |
1,320,943
-44,208
| -3% | -$5.2M | 0.8% | 14 |
|
|
2019
Q2 | $153M | Buy |
1,365,151
+40,076
| +3% | +$4.48M | 0.78% | 17 |
|
|
2019
Q1 | $134M | Buy |
1,325,075
+51,147
| +4% | +$5.18M | 0.71% | 19 |
|
|
2018
Q4 | $124M | Sell |
1,273,928
-138,808
| -10% | -$13.6M | 0.78% | 13 |
|
|
2018
Q3 | $159M | Sell |
1,412,736
-22,101
| -2% | -$2.49M | 0.77% | 13 |
|
|
2018
Q2 | $150M | Sell |
1,434,837
-12,285
| -0.8% | -$1.28M | 0.81% | 12 |
|
|
2018
Q1 | $159M | Sell |
1,447,122
-6,075
| -0.4% | -$668K | 0.87% | 12 |
|
|
2017
Q4 | $161M | Sell |
1,453,197
-10,824
| -0.7% | -$1.2M | 0.89% | 10 |
|
|
2017
Q3 | $142M | Buy |
1,464,021
+2,213
| +0.2% | +$214K | 0.81% | 10 |
|
|
2017
Q2 | $134M | Buy |
1,461,808
+25,954
| +2% | +$2.37M | 0.81% | 11 |
|
|
2017
Q1 | $126M | Sell |
1,435,854
-20,625
| -1% | -$1.81M | 0.79% | 14 |
|
|
2016
Q4 | $126M | Buy |
1,456,479
+13,424
| +0.9% | +$1.16M | 0.83% | 15 |
|
|
2016
Q3 | $96.1M | Buy |
1,443,055
+45,361
| +3% | +$3.02M | 0.65% | 25 |
|
|
2016
Q2 | $86.9M | Buy |
1,397,694
+371,541
| +36% | +$23.1M | 0.6% | 33 |
|
|
2016
Q1 | $60.8M | Buy |
1,026,153
+189,961
| +23% | +$11.2M | 0.42% | 70 |
|
|
2015
Q4 | $55.2M | Buy |
836,192
+2,797
| +0.3% | +$185K | 0.37% | 90 |
|
|
2015
Q3 | $50.8M | Buy |
833,395
+247,918
| +42% | +$15.1M | 0.35% | 94 |
|
|
2015
Q2 | $39.7M | Buy |
585,477
+5,440
| +0.9% | +$369K | 0.22% | 157 |
|
|
2015
Q1 | $35.1M | Sell |
580,037
-2,473,100
| -81% | -$150M | 0.2% | 163 |
|
|
2014
Q4 | $191M | Sell |
3,053,137
-357,687
| -10% | -$22.4M | 1.1% | 5 |
|
|
2014
Q3 | $205M | Buy |
3,410,824
+226,083
| +7% | +$13.6M | 1.17% | 4 |
|
|
2014
Q2 | $184M | Buy |
3,184,741
+479,982
| +18% | +$27.7M | 1% | 6 |
|
|
2014
Q1 | $164M | Buy |
2,704,759
+204,463
| +8% | +$12.4M | 0.9% | 10 |
|
|
2013
Q4 | $146M | Sell |
2,500,296
-12,719,440
| -84% | -$744M | 0.82% | 15 |
|
|
2013
Q3 | $795M | Buy |
15,219,736
+13,314,793
| +699% | +$696M | 3.94% | 1 |
|
|
2013
Q2 | $101M | Buy |
+1,904,943
| New | +$101M | 0.67% | 24 |
|