EARNEST Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
39,520
-1,533
| -4% | -$444K | 0.05% | 176 |
|
|
2025
Q1 | $10.1M | Sell |
41,053
-240
| -0.6% | -$58.9K | 0.05% | 179 |
|
|
2024
Q4 | $9.9M | Sell |
41,293
-6,603
| -14% | -$1.58M | 0.04% | 183 |
|
|
2024
Q3 | $10.1M | Sell |
47,896
-160
| -0.3% | -$33.7K | 0.04% | 187 |
|
|
2024
Q2 | $9.72M | Sell |
48,056
-520
| -1% | -$105K | 0.05% | 187 |
|
|
2024
Q1 | $9.73M | Sell |
48,576
-38,781
| -44% | -$7.77M | 0.04% | 193 |
|
|
2023
Q4 | $14.9M | Sell |
87,357
-327
| -0.4% | -$55.6K | 0.07% | 183 |
|
|
2023
Q3 | $12.7M | Sell |
87,684
-4,906
| -5% | -$711K | 0.07% | 185 |
|
|
2023
Q2 | $13.5M | Buy |
92,590
+6,174
| +7% | +$898K | 0.08% | 184 |
|
|
2023
Q1 | $11.3M | Hold |
86,416
| – | – | 0.07% | 186 |
|
|
2022
Q4 | $11.6M | Buy |
86,416
+2,307
| +3% | +$309K | 0.07% | 185 |
|
|
2022
Q3 | $8.79M | Buy |
84,109
+2,706
| +3% | +$283K | 0.06% | 178 |
|
|
2022
Q2 | $9.17M | Buy |
81,403
+1,264
| +2% | +$142K | 0.06% | 175 |
|
|
2022
Q1 | $10.9M | Buy |
80,139
+5,148
| +7% | +$702K | 0.06% | 176 |
|
|
2021
Q4 | $11.9M | Sell |
74,991
-4,575
| -6% | -$724K | 0.07% | 175 |
|
|
2021
Q3 | $13M | Sell |
79,566
-5,279
| -6% | -$864K | 0.08% | 167 |
|
|
2021
Q2 | $13.2M | Sell |
84,845
-3,977
| -4% | -$619K | 0.08% | 170 |
|
|
2021
Q1 | $13.5M | Sell |
88,822
-9,039
| -9% | -$1.38M | 0.08% | 167 |
|
|
2020
Q4 | $12.4M | Sell |
97,861
-60,896
| -38% | -$7.74M | 0.09% | 166 |
|
|
2020
Q3 | $15.3M | Buy |
158,757
+16,472
| +12% | +$1.59M | 0.13% | 154 |
|
|
2020
Q2 | $13.4M | Sell |
142,285
-20,491
| -13% | -$1.93M | 0.13% | 154 |
|
|
2020
Q1 | $14.7M | Sell |
162,776
-18,503
| -10% | -$1.67M | 0.17% | 143 |
|
|
2019
Q4 | $25.3M | Sell |
181,279
-3,946
| -2% | -$550K | 0.2% | 137 |
|
|
2019
Q3 | $21.8M | Sell |
185,225
-8,718
| -4% | -$1.03M | 0.2% | 134 |
|
|
2019
Q2 | $21.7M | Sell |
193,943
-7,191
| -4% | -$804K | 0.2% | 135 |
|
|
2019
Q1 | $20.4M | Sell |
201,134
-863
| -0.4% | -$87.4K | 0.19% | 137 |
|
|
2018
Q4 | $19.7M | Sell |
201,997
-473
| -0.2% | -$46.2K | 0.21% | 132 |
|
|
2018
Q3 | $22.8M | Sell |
202,470
-3,164
| -2% | -$357K | 0.2% | 135 |
|
|
2018
Q2 | $21.4M | Sell |
205,634
-392
| -0.2% | -$40.8K | 0.2% | 138 |
|
|
2018
Q1 | $22.7M | Buy |
206,026
+5,536
| +3% | +$609K | 0.21% | 130 |
|
|
2017
Q4 | $21.4M | Sell |
200,490
-10,978
| -5% | -$1.17M | 0.21% | 134 |
|
|
2017
Q3 | $20.2M | Sell |
211,468
-14,079
| -6% | -$1.34M | 0.2% | 130 |
|
|
2017
Q2 | $20.6M | Buy |
225,547
+2,117
| +0.9% | +$193K | 0.22% | 127 |
|
|
2017
Q1 | $19.6M | Sell |
223,430
-55,293
| -20% | -$4.86M | 0.21% | 133 |
|
|
2016
Q4 | $24.1M | Sell |
278,723
-69,042
| -20% | -$5.96M | 0.26% | 118 |
|
|
2016
Q3 | $23.2M | Sell |
347,765
-11,612
| -3% | -$773K | 0.24% | 125 |
|
|
2016
Q2 | $22.3M | Sell |
359,377
-9,486
| -3% | -$589K | 0.24% | 123 |
|
|
2016
Q1 | $21.8M | Sell |
368,863
-96,555
| -21% | -$5.72M | 0.23% | 122 |
|
|
2015
Q4 | $30.7M | Sell |
465,418
-7,057
| -1% | -$466K | 0.31% | 105 |
|
|
2015
Q3 | $28.8M | Buy |
472,475
+12,270
| +3% | +$748K | 0.28% | 111 |
|
|
2015
Q2 | $31.2M | Sell |
460,205
-31,283
| -6% | -$2.12M | 0.27% | 116 |
|
|
2015
Q1 | $29.8M | Sell |
491,488
-3,574
| -0.7% | -$217K | 0.26% | 121 |
|
|
2014
Q4 | $31M | Sell |
495,062
-10,726
| -2% | -$671K | 0.25% | 124 |
|
|
2014
Q3 | $30.5M | Sell |
505,788
-29,653
| -6% | -$1.79M | 0.25% | 124 |
|
|
2014
Q2 | $30.9M | Sell |
535,441
-2,226
| -0.4% | -$128K | 0.25% | 121 |
|
|
2014
Q1 | $32.6M | Sell |
537,667
-6,035
| -1% | -$366K | 0.26% | 120 |
|
|
2013
Q4 | $31.8M | Buy |
+543,702
| New | +$31.8M | 0.26% | 123 |
|