Envestnet Asset Management’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
Q2 | $2.11B | Buy |
|
|||||
|
2025
Q1 | $1.74B | Sell |
|
|||||
|
2024
Q4 | $1.7B | Buy |
|
|||||
|
2024
Q3 | $1.48B | Sell |
|
|||||
|
2024
Q2 | $1.47B | Buy |
|
|||||
|
2024
Q1 | $1.43B | Buy |
|
|||||
|
2023
Q4 | $1.1B | Buy |
|
|||||
|
2023
Q3 | $888M | Buy |
|
|||||
|
2023
Q2 | $743M | Buy |
|
|||||
|
2023
Q1 | $635M | Buy |
|
|||||
|
2022
Q4 | $634M | Buy |
|
|||||
|
2022
Q3 | $460M | Buy |
|
|||||
|
2022
Q2 | $458M | Buy |
|
|||||
|
2022
Q1 | $541M | Buy |
|
|||||
|
2021
Q4 | $598M | Buy |
|
|||||
|
2021
Q3 | $581M | Buy |
|
|||||
|
2021
Q2 | $524M | Buy |
|
|||||
|
2021
Q1 | $494M | Buy |
|
|||||
|
2020
Q4 | $370M | Buy |
|
|||||
|
2020
Q3 | $268M | Buy |
|
|||||
|
2020
Q2 | $238M | Buy |
|
|||||
|
2020
Q1 | $201M | Buy |
|
|||||
|
2019
Q4 | $280M | Buy |
|
|||||
|
2019
Q3 | $211M | Buy |
|
|||||
|
2019
Q2 | $178M | Buy |
|
|||||
|
2019
Q1 | $146M | Sell |
|
|||||
|
2018
Q4 | $142M | Buy |
|
|||||
|
2018
Q3 | $6.57M | Sell |
|
|||||
|
2018
Q2 | $32.9M | Buy |
|
|||||
|
2018
Q1 | $33.1M | Sell |
|
|||||
|
2017
Q4 | $85.8M | Sell |
|
|||||
|
2017
Q3 | $77.1M | Sell |
|
|||||
|
2017
Q2 | $74.9M | Buy |
|
|||||
|
2017
Q1 | $71.3M | Sell |
|
|||||
|
2016
Q4 | $72.4M | Sell |
|
|||||
|
2016
Q3 | $56.9M | Sell |
|
|||||
|
2016
Q2 | $85.7M | Buy |
|
|||||
|
2016
Q1 | $79.2M | Buy |
|
|||||
|
2015
Q4 | $85.2M | Buy |
|
|||||
|
2015
Q3 | $78.2M | Sell |
|
|||||
|
2015
Q2 | $89.4M | Buy |
|
|||||
|
2015
Q1 | $73.5M | Buy |
|
|||||
|
2014
Q4 | $5.63M | Buy |
|
|||||
|
2014
Q3 | $5.38M | Buy |
|
|||||
|
2014
Q2 | $1.57M | Sell |
|
|||||
|
2014
Q1 | $4.78M | Buy |
|
|||||
|
2013
Q4 | $4.18M | Buy |
|
|||||
|
2013
Q3 | $3.69M | Buy |
|
|||||
|
2013
Q2 | $3.55M | Buy |
|