Envestnet Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11B | Buy |
7,280,489
+202,787
| +3% | +$58.8M | 0.62% | 28 |
|
|
2025
Q1 | $1.74B | Sell |
7,077,702
-5,661
| -0.1% | -$1.39M | 0.56% | 28 |
|
|
2024
Q4 | $1.7B | Buy |
7,083,363
+67,065
| +1% | +$16.1M | 0.55% | 30 |
|
|
2024
Q3 | $1.48B | Sell |
7,016,298
-270,407
| -4% | -$57M | 0.48% | 37 |
|
|
2024
Q2 | $1.47B | Buy |
7,286,705
+157,577
| +2% | +$31.9M | 0.51% | 34 |
|
|
2024
Q1 | $1.43B | Buy |
7,129,128
+673,404
| +10% | +$135M | 0.53% | 32 |
|
|
2023
Q4 | $1.1B | Buy |
6,455,724
+333,322
| +5% | +$56.7M | 0.45% | 40 |
|
|
2023
Q3 | $888M | Buy |
6,122,402
+1,011,496
| +20% | +$147M | 0.41% | 41 |
|
|
2023
Q2 | $743M | Buy |
5,110,906
+241,308
| +5% | +$35.1M | 0.33% | 50 |
|
|
2023
Q1 | $635M | Buy |
4,869,598
+140,407
| +3% | +$18.3M | 0.3% | 52 |
|
|
2022
Q4 | $634M | Buy |
4,729,191
+323,779
| +7% | +$43.4M | 0.33% | 55 |
|
|
2022
Q3 | $460M | Buy |
4,405,412
+335,401
| +8% | +$35M | 0.26% | 68 |
|
|
2022
Q2 | $458M | Buy |
4,070,011
+103,397
| +3% | +$11.6M | 0.26% | 74 |
|
|
2022
Q1 | $541M | Buy |
3,966,614
+187,135
| +5% | +$25.5M | 0.27% | 69 |
|
|
2021
Q4 | $598M | Buy |
3,779,479
+231,878
| +7% | +$36.7M | 0.3% | 64 |
|
|
2021
Q3 | $581M | Buy |
3,547,601
+177,218
| +5% | +$29M | 0.32% | 59 |
|
|
2021
Q2 | $524M | Buy |
3,370,383
+123,559
| +4% | +$19.2M | 0.3% | 64 |
|
|
2021
Q1 | $494M | Buy |
3,246,824
+335,849
| +12% | +$51.1M | 0.32% | 58 |
|
|
2020
Q4 | $370M | Buy |
2,910,975
+128,718
| +5% | +$16.4M | 0.28% | 60 |
|
|
2020
Q3 | $268M | Buy |
2,782,257
+247,325
| +10% | +$23.8M | 0.24% | 68 |
|
|
2020
Q2 | $238M | Buy |
2,534,932
+299,654
| +13% | +$28.2M | 0.23% | 80 |
|
|
2020
Q1 | $201M | Buy |
2,235,278
+225,513
| +11% | +$20.3M | 0.24% | 67 |
|
|
2019
Q4 | $280M | Buy |
2,009,765
+217,239
| +12% | +$30.3M | 0.3% | 53 |
|
|
2019
Q3 | $211M | Buy |
1,792,526
+196,220
| +12% | +$23.1M | 0.23% | 75 |
|
|
2019
Q2 | $178M | Buy |
1,596,306
+150,612
| +10% | +$16.8M | 0.22% | 71 |
|
|
2019
Q1 | $146M | Sell |
1,445,694
-13,278
| -0.9% | -$1.34M | 0.2% | 77 |
|
|
2018
Q4 | $142M | Buy |
1,458,972
+1,400,760
| +2,406% | +$137M | 0.22% | 77 |
|
|
2018
Q3 | $6.57M | Sell |
58,212
-257,624
| -82% | -$29.1M | 0.01% | 366 |
|
|
2018
Q2 | $32.9M | Buy |
315,836
+13,730
| +5% | +$1.43M | 0.08% | 126 |
|
|
2018
Q1 | $33.1M | Sell |
302,106
-500,620
| -62% | -$54.9M | 0.09% | 95 |
|
|
2017
Q4 | $85.8M | Sell |
802,726
-4,563
| -0.6% | -$488K | 0.19% | 65 |
|
|
2017
Q3 | $77.1M | Sell |
807,289
-11,853
| -1% | -$1.13M | 0.18% | 67 |
|
|
2017
Q2 | $74.9M | Buy |
819,142
+7,854
| +1% | +$718K | 0.21% | 66 |
|
|
2017
Q1 | $71.3M | Sell |
811,288
-27,805
| -3% | -$2.44M | 0.23% | 62 |
|
|
2016
Q4 | $72.4M | Sell |
839,093
-15,004
| -2% | -$1.29M | 0.26% | 60 |
|
|
2016
Q3 | $56.9M | Sell |
854,097
-525,313
| -38% | -$35M | 0.22% | 63 |
|
|
2016
Q2 | $85.7M | Buy |
1,379,410
+41,323
| +3% | +$2.57M | 0.34% | 51 |
|
|
2016
Q1 | $79.2M | Buy |
1,338,087
+47,024
| +4% | +$2.78M | 0.34% | 52 |
|
|
2015
Q4 | $85.2M | Buy |
1,291,063
+8,809
| +0.7% | +$582K | 0.39% | 48 |
|
|
2015
Q3 | $78.2M | Sell |
1,282,254
-37,184
| -3% | -$2.27M | 0.39% | 49 |
|
|
2015
Q2 | $89.4M | Buy |
1,319,438
+105,872
| +9% | +$7.17M | 0.43% | 43 |
|
|
2015
Q1 | $73.5M | Buy |
1,213,566
+1,123,589
| +1,249% | +$68.1M | 0.38% | 49 |
|
|
2014
Q4 | $5.63M | Buy |
89,977
+681
| +0.8% | +$42.6K | 0.06% | 199 |
|
|
2014
Q3 | $5.38M | Buy |
89,296
+61,961
| +227% | +$3.73M | 0.05% | 237 |
|
|
2014
Q2 | $1.58M | Sell |
27,335
-51,470
| -65% | -$2.97M | 0.02% | 415 |
|
|
2014
Q1 | $4.78M | Buy |
78,805
+7,249
| +10% | +$440K | 0.05% | 211 |
|
|
2013
Q4 | $4.19M | Buy |
71,556
+236
| +0.3% | +$13.8K | 0.05% | 212 |
|
|
2013
Q3 | $3.69M | Buy |
71,320
+4,038
| +6% | +$209K | 0.05% | 221 |
|
|
2013
Q2 | $3.55M | Buy |
+67,282
| New | +$3.55M | 0.05% | 208 |
|