Epoch Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400M | Sell |
1,378,918
-218,411
| -14% | -$63.3M | 2.07% | 4 |
|
|
2025
Q1 | $392M | Sell |
1,597,329
-118,580
| -7% | -$29.1M | 2.03% | 3 |
|
|
2024
Q4 | $411M | Sell |
1,715,909
-254,905
| -13% | -$61.1M | 1.99% | 4 |
|
|
2024
Q3 | $416M | Buy |
1,970,814
+36,581
| +2% | +$7.71M | 1.86% | 5 |
|
|
2024
Q2 | $391M | Buy |
1,934,233
+409,491
| +27% | +$82.8M | 1.79% | 5 |
|
|
2024
Q1 | $305M | Buy |
1,524,742
+114,780
| +8% | +$23M | 1.36% | 6 |
|
|
2023
Q4 | $240M | Sell |
1,409,962
-32,420
| -2% | -$5.51M | 1.09% | 10 |
|
|
2023
Q3 | $209M | Sell |
1,442,382
-130,810
| -8% | -$19M | 1.33% | 8 |
|
|
2023
Q2 | $229M | Sell |
1,573,192
-58,786
| -4% | -$8.55M | 1.32% | 8 |
|
|
2023
Q1 | $213M | Buy |
1,631,978
+82,846
| +5% | +$10.8M | 1.27% | 10 |
|
|
2022
Q4 | $208M | Buy |
1,549,132
+43,821
| +3% | +$5.88M | 1.24% | 9 |
|
|
2022
Q3 | $157M | Buy |
1,505,311
+54,346
| +4% | +$5.68M | 1.03% | 16 |
|
|
2022
Q2 | $163M | Buy |
1,450,965
+112,046
| +8% | +$12.6M | 0.96% | 18 |
|
|
2022
Q1 | $183M | Buy |
1,338,919
+117,480
| +10% | +$16M | 0.89% | 23 |
|
|
2021
Q4 | $193M | Buy |
1,221,439
+16,209
| +1% | +$2.57M | 0.98% | 22 |
|
|
2021
Q3 | $197M | Sell |
1,205,230
-32,471
| -3% | -$5.32M | 1.1% | 15 |
|
|
2021
Q2 | $193M | Sell |
1,237,701
-61,083
| -5% | -$9.5M | 1.03% | 16 |
|
|
2021
Q1 | $198M | Buy |
1,298,784
+96,185
| +8% | +$14.6M | 0.92% | 26 |
|
|
2020
Q4 | $153M | Buy |
1,202,599
+240,630
| +25% | +$30.6M | 0.7% | 46 |
|
|
2020
Q3 | $92.6M | Buy |
961,969
+154,724
| +19% | +$14.9M | 0.46% | 75 |
|
|
2020
Q2 | $75.9M | Buy |
+807,245
| New | +$75.9M | 0.39% | 95 |
|
|
2019
Q2 | – | Sell |
-808,502
| Closed | -$81.8M | – | 304 |
|
|
2019
Q1 | $81.8M | Sell |
808,502
-126,983
| -14% | -$12.9M | 0.36% | 101 |
|
|
2018
Q4 | $91.3M | Sell |
935,485
-478,121
| -34% | -$46.7M | 0.42% | 88 |
|
|
2018
Q3 | $160M | Buy |
1,413,606
+810
| +0.1% | +$91.4K | 0.61% | 61 |
|
|
2018
Q2 | $147K | Buy |
1,412,796
+83,118
| +6% | +$8.66K | 0.45% | 67 |
|
|
2018
Q1 | $146M | Buy |
1,329,678
+20,576
| +2% | +$2.26M | 0.52% | 73 |
|
|
2017
Q4 | $140M | Buy |
1,309,102
+221,165
| +20% | +$23.7M | 0.46% | 81 |
|
|
2017
Q3 | $104M | Buy |
1,087,937
+34,508
| +3% | +$3.3M | 0.35% | 93 |
|
|
2017
Q2 | $96.3M | Sell |
1,053,429
-242,216
| -19% | -$22.1M | 0.33% | 99 |
|
|
2017
Q1 | $114M | Sell |
1,295,645
-254,217
| -16% | -$22.3M | 0.38% | 93 |
|
|
2016
Q4 | $134M | Buy |
+1,549,862
| New | +$134M | 0.5% | 80 |
|