Fayez Sarofim & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02B | Sell |
3,497,410
-138,919
| -4% | -$40.5M | 2.45% | 10 |
|
|
2025
Q1 | $899M | Sell |
3,636,329
-133,524
| -4% | -$33M | 2.23% | 10 |
|
|
2024
Q4 | $910M | Buy |
3,769,853
+489,644
| +15% | +$118M | 2.21% | 11 |
|
|
2024
Q3 | $692M | Buy |
3,280,209
+108,801
| +3% | +$22.9M | 1.76% | 17 |
|
|
2024
Q2 | $641M | Sell |
3,171,408
-125,172
| -4% | -$25.3M | 1.73% | 17 |
|
|
2024
Q1 | $660M | Sell |
3,296,580
-282,838
| -8% | -$56.7M | 1.97% | 16 |
|
|
2023
Q4 | $626M | Sell |
3,579,418
-824,873
| -19% | -$144M | 1.91% | 18 |
|
|
2023
Q3 | $639M | Buy |
4,404,291
+149,144
| +4% | +$21.6M | 2.16% | 14 |
|
|
2023
Q2 | $619M | Sell |
4,255,147
-429,701
| -9% | -$62.5M | 2.17% | 13 |
|
|
2023
Q1 | $610M | Sell |
4,684,848
-147,552
| -3% | -$19.2M | 2.14% | 11 |
|
|
2022
Q4 | $648M | Sell |
4,832,400
-447,880
| -8% | -$60.1M | 2.39% | 10 |
|
|
2022
Q3 | $552M | Sell |
5,280,280
-18,698
| -0.4% | -$1.95M | 2.18% | 10 |
|
|
2022
Q2 | $597M | Buy |
5,298,978
+289,935
| +6% | +$32.6M | 2.18% | 10 |
|
|
2022
Q1 | $683M | Buy |
5,009,043
+396,683
| +9% | +$54.1M | 2.16% | 12 |
|
|
2021
Q4 | $730M | Buy |
4,612,360
+477,085
| +12% | +$75.5M | 2.19% | 10 |
|
|
2021
Q3 | $677M | Buy |
4,135,275
+7,478
| +0.2% | +$1.22M | 2.24% | 9 |
|
|
2021
Q2 | $642M | Sell |
4,127,797
-3,224
| -0.1% | -$501K | 2.15% | 10 |
|
|
2021
Q1 | $629M | Sell |
4,131,021
-103,306
| -2% | -$15.7M | 2.31% | 11 |
|
|
2020
Q4 | $538M | Sell |
4,234,327
-22,049
| -0.5% | -$2.8M | 2.07% | 11 |
|
|
2020
Q3 | $410M | Sell |
4,256,376
-82,283
| -2% | -$7.92M | 1.76% | 17 |
|
|
2020
Q2 | $408M | Buy |
4,338,659
+421,522
| +11% | +$39.6M | 1.88% | 17 |
|
|
2020
Q1 | $353M | Sell |
3,917,137
-133,325
| -3% | -$12M | 2.17% | 9 |
|
|
2019
Q4 | $565M | Sell |
4,050,462
-122,442
| -3% | -$17.1M | 2.72% | 10 |
|
|
2019
Q3 | $491M | Sell |
4,172,904
-10,117
| -0.2% | -$1.19M | 2.53% | 10 |
|
|
2019
Q2 | $468M | Sell |
4,183,021
-43,589
| -1% | -$4.87M | 2.42% | 11 |
|
|
2019
Q1 | $428M | Sell |
4,226,610
-22,675
| -0.5% | -$2.3M | 2.26% | 11 |
|
|
2018
Q4 | $415M | Sell |
4,249,285
-38,738
| -0.9% | -$3.78M | 2.5% | 10 |
|
|
2018
Q3 | $484M | Sell |
4,288,023
-62,464
| -1% | -$7.05M | 2.53% | 11 |
|
|
2018
Q2 | $453M | Sell |
4,350,487
-29,364
| -0.7% | -$3.06M | 2.44% | 11 |
|
|
2018
Q1 | $482M | Buy |
4,379,851
+191
| +0% | +$21K | 2.61% | 10 |
|
|
2017
Q4 | $468M | Sell |
4,379,660
-243,355
| -5% | -$26M | 2.43% | 11 |
|
|
2017
Q3 | $442M | Sell |
4,623,015
-26,825
| -0.6% | -$2.56M | 2.32% | 12 |
|
|
2017
Q2 | $425M | Buy |
4,649,840
+8,775
| +0.2% | +$802K | 2.27% | 11 |
|
|
2017
Q1 | $408M | Sell |
4,641,065
-218,915
| -5% | -$19.2M | 2.22% | 10 |
|
|
2016
Q4 | $419M | Sell |
4,859,980
-200,156
| -4% | -$17.3M | 2.3% | 10 |
|
|
2016
Q3 | $337M | Buy |
5,060,136
+49,875
| +1% | +$3.32M | 1.83% | 13 |
|
|
2016
Q2 | $311M | Buy |
5,010,261
+45,164
| +0.9% | +$2.8M | 1.7% | 17 |
|
|
2016
Q1 | $294M | Sell |
4,965,097
-106,036
| -2% | -$6.29M | 1.69% | 16 |
|
|
2015
Q4 | $333M | Sell |
5,071,133
-198,745
| -4% | -$13.1M | 1.92% | 11 |
|
|
2015
Q3 | $322M | Sell |
5,269,878
-309,682
| -6% | -$18.9M | 1.86% | 12 |
|
|
2015
Q2 | $378M | Sell |
5,579,560
-264,230
| -5% | -$17.9M | 1.93% | 11 |
|
|
2015
Q1 | $354M | Sell |
5,843,790
-162,032
| -3% | -$9.8M | 1.73% | 13 |
|
|
2014
Q4 | $376M | Sell |
6,005,822
-207,284
| -3% | -$13M | 1.78% | 12 |
|
|
2014
Q3 | $374M | Sell |
6,213,106
-142,260
| -2% | -$8.56M | 1.75% | 13 |
|
|
2014
Q2 | $366M | Sell |
6,355,366
-174,526
| -3% | -$10.1M | 1.68% | 14 |
|
|
2014
Q1 | $396M | Sell |
6,529,892
-164,975
| -2% | -$10M | 1.89% | 12 |
|
|
2013
Q4 | $392M | Buy |
+6,694,867
| New | +$392M | 1.82% | 12 |
|
|
2013
Q2 | $366M | Buy |
+6,937,025
| New | +$366M | 1.84% | 14 |
|