Factory Mutual Insurance’s JPMorgan Chase JPM Stock Holding History

Factory Mutual Insurance’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$153M	Buy	519,225 +25,450	+5%	+$7.72M	1.72%	13
2025 Q4	$159M	Sell	493,775 -47,950	-9%	-$14.8M	1.61%	12
2025 Q3	$171M	Sell	541,725 -25,000	-4%	-$7.44M	1.66%	14
2025 Q2	$164M	Hold	566,725	–	–	1.8%	11
2025 Q1	$139M	Hold	566,725	–	–	1.61%	11
2024 Q4	$136M	Sell	566,725 -25,700	-4%	-$5.99M	1.47%	13
2024 Q3	$125M	Buy	592,425 +20,000	+3%	+$4.21M	1.29%	15
2024 Q2	$116M	Sell	572,425 -6,700	-1%	-$1.31M	1.32%	13
2024 Q1	$116M	Sell	579,125 -14,200	-2%	-$2.56M	1.33%	14
2023 Q4	$101M	Hold	593,325	–	–	1.25%	19
2023 Q3	$86M	Buy	593,325 +25,000	+4%	+$3.75M	1.2%	20
2023 Q2	$82.7M	Buy	568,325 +35,000	+7%	+$4.81M	1.22%	23
2023 Q1	$69.5M	Sell	533,325 -22,300	-4%	-$3.06M	1.09%	23
2022 Q4	$74.5M	Buy	555,625 +12,724	+2%	+$1.61M	1.13%	25
2022 Q3	$56.7M	Buy	542,901 +8,151	+2%	+$935K	0.93%	28
2022 Q2	$60.2M	Sell	534,750 -19,300	-3%	-$2.39M	0.99%	29
2022 Q1	$75.5M	Sell	554,050 -40,000	-7%	-$5.9M	1.02%	24
2021 Q4	$83.8M	Sell	594,050 -229,292	-28%	-$37.7M	1.21%	20
2021 Q3	$135M	Sell	823,342 -11,300	-1%	-$1.77M	1.68%	8
2021 Q2	$130M	Sell	834,642 -26,539	-3%	-$4.17M	1.59%	10
2021 Q1	$131M	Sell	861,181 -23,169	-3%	-$3.33M	1.68%	9
2020 Q4	$112M	Sell	884,350 -67,200	-7%	-$7.51M	1.52%	12
2020 Q3	$91.6M	Hold	951,550	–	–	1.48%	13
2020 Q2	$89.5M	Sell	951,550 -89,900	-9%	-$8.53M	1.53%	12
2020 Q1	$93.8M	Sell	1,041,450 -64,900	-6%	-$7.88M	1.78%	10
2019 Q4	$154M	Sell	1,106,350 -216,200	-16%	-$27.7M	2.27%	6
2019 Q3	$156M	Buy	1,322,550 +2,800	+0.2%	+$317K	2.41%	6
2019 Q2	$148M	Sell	1,319,750 -184,200	-12%	-$20.3M	1.76%	10
2019 Q1	$158M	Sell	1,503,950 -630,300	-30%	-$64.9M	1.87%	8
2018 Q4	$208M	Hold	2,134,250	–	–	2.67%	5
2018 Q3	$241M	Hold	2,134,250	–	–	2.5%	5
2018 Q2	$222M	Buy	2,134,250 +15,300	+0.7%	+$1.68M	2.39%	6
2018 Q1	$233M	Sell	2,118,950 -340,000	-14%	-$38.5M	2.55%	5
2017 Q4	$263M	Sell	2,458,950 -95,600	-4%	-$9.68M	2.75%	3
2017 Q3	$244M	Sell	2,554,550 -17,900	-0.7%	-$1.65M	2.67%	3
2017 Q2	$235M	Buy	2,572,450 +120,000	+5%	+$10.4M	2.72%	3
2017 Q1	$215M	Sell	2,452,450 -336,100	-12%	-$29.7M	2.55%	3
2016 Q4	$241M	Sell	2,788,550 -105,000	-4%	-$8.01M	2.86%	2
2016 Q3	$193M	Hold	2,893,550	–	–	2.38%	3
2016 Q2	$180M	Sell	2,893,550 -60,000	-2%	-$3.75M	2.37%	3
2016 Q1	$175M	Buy	2,953,550 +30,000	+1%	+$1.75M	2.26%	3
2015 Q4	$193M	Sell	2,923,550 -60,000	-2%	-$3.91M	2.6%	2
2015 Q3	$182M	Hold	2,983,550	–	–	2.49%	2
2015 Q2	$202M	Sell	2,983,550 -40,000	-1%	-$2.61M	2.64%	2
2015 Q1	$183M	Buy	3,023,550 +40,000	+1%	+$2.37M	2.41%	2
2014 Q4	$187M	Sell	2,983,550 -50,000	-2%	-$3.01M	2.52%	2
2014 Q3	$183M	Sell	3,033,550 -6,800	-0.2%	-$397K	2.53%	2
2014 Q2	$175M	Buy	3,040,350 +40,000	+1%	+$2.25M	2.4%	3
2014 Q1	$182M	Buy	3,000,350 +110,000	+4%	+$6.36M	2.64%	2
2013 Q4	$169M	Hold	2,890,350	–	–	2.49%	4
2013 Q3	$149M	Sell	2,890,350 -152,500	-5%	-$8.18M	2.37%	4
2013 Q2	$161M	Buy	+3,042,850	New	+$155M	2.63%	4