
Fidelity Investments’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2B | Sell |
42,043,115
-4,962,193
| -11% | -$1.44B | 0.69% | 19 |
|
2025
Q1 | $11.5B | Sell |
47,005,308
-1,202,958
| -2% | -$295M | 0.74% | 19 |
|
2024
Q4 | $11.6B | Sell |
48,208,266
-121,021
| -0.3% | -$29M | 0.69% | 21 |
|
2024
Q3 | $10.2B | Sell |
48,329,287
-4,775,979
| -9% | -$1.01B | 0.62% | 20 |
|
2024
Q2 | $10.7B | Sell |
53,105,266
-2,259,555
| -4% | -$457M | 0.69% | 19 |
|
2024
Q1 | $11.1B | Buy |
55,364,821
+2,759,739
| +5% | +$553M | 0.74% | 16 |
|
2023
Q4 | $8.95B | Buy |
52,605,082
+3,187,443
| +6% | +$542M | 0.69% | 17 |
|
2023
Q3 | $7.17B | Buy |
49,417,639
+606,382
| +1% | +$87.9M | 0.62% | 18 |
|
2023
Q2 | $7.1B | Buy |
48,811,257
+6,554,435
| +16% | +$953M | 0.6% | 19 |
|
2023
Q1 | $5.51B | Sell |
42,256,822
-2,551,870
| -6% | -$333M | 0.5% | 25 |
|
2022
Q4 | $6.01B | Buy |
44,808,692
+5,495,694
| +14% | +$737M | 0.6% | 21 |
|
2022
Q3 | $4.11B | Buy |
39,312,998
+1,333,432
| +4% | +$139M | 0.43% | 31 |
|
2022
Q2 | $4.28B | Sell |
37,979,566
-3,298,220
| -8% | -$371M | 0.43% | 30 |
|
2022
Q1 | $5.63B | Sell |
41,277,786
-4,659,718
| -10% | -$635M | 0.45% | 28 |
|
2021
Q4 | $7.27B | Buy |
45,937,504
+795,161
| +2% | +$126M | 0.54% | 24 |
|
2021
Q3 | $7.39B | Sell |
45,142,343
-3,621,153
| -7% | -$593M | 0.59% | 21 |
|
2021
Q2 | $7.58B | Buy |
48,763,496
+1,513,407
| +3% | +$235M | 0.59% | 19 |
|
2021
Q1 | $7.19B | Buy |
47,250,089
+8,791,666
| +23% | +$1.34B | 0.61% | 17 |
|
2020
Q4 | $4.89B | Buy |
38,458,423
+1,691,888
| +5% | +$215M | 0.43% | 28 |
|
2020
Q3 | $3.54B | Sell |
36,766,535
-4,881,612
| -12% | -$470M | 0.36% | 40 |
|
2020
Q2 | $3.92B | Sell |
41,648,147
-4,749,531
| -10% | -$447M | 0.43% | 32 |
|
2020
Q1 | $4.18B | Sell |
46,397,678
-9,114,541
| -16% | -$821M | 0.58% | 20 |
|
2019
Q4 | $7.74B | Buy |
55,512,219
+202,379
| +0.4% | +$28.2M | 0.85% | 15 |
|
2019
Q3 | $6.51B | Sell |
55,309,840
-6,397,619
| -10% | -$753M | 0.78% | 16 |
|
2019
Q2 | $6.9B | Sell |
61,707,459
-2,955,060
| -5% | -$330M | 0.81% | 17 |
|
2019
Q1 | $6.55B | Sell |
64,662,519
-7,476,420
| -10% | -$757M | 0.78% | 17 |
|
2018
Q4 | $7.04B | Sell |
72,138,939
-12,434,037
| -15% | -$1.21B | 0.96% | 14 |
|
2018
Q3 | $9.54B | Sell |
84,572,976
-6,636,589
| -7% | -$749M | 1.07% | 14 |
|
2018
Q2 | $9.5B | Buy |
91,209,565
+3,913,869
| +4% | +$408M | 1.09% | 15 |
|
2018
Q1 | $9.6B | Sell |
87,295,696
-3,912,799
| -4% | -$430M | 1.14% | 12 |
|
2017
Q4 | $9.75B | Sell |
91,208,495
-1,929,738
| -2% | -$206M | 1.14% | 9 |
|
2017
Q3 | $8.9B | Sell |
93,138,233
-2,067,545
| -2% | -$197M | 1.08% | 11 |
|
2017
Q2 | $8.7B | Sell |
95,205,778
-4,785,373
| -5% | -$437M | 1.08% | 9 |
|
2017
Q1 | $8.78B | Buy |
99,991,151
+3,404,008
| +4% | +$299M | 1.12% | 9 |
|
2016
Q4 | $8.33B | Buy |
96,587,143
+15,715,835
| +19% | +$1.36B | 1.11% | 8 |
|
2016
Q3 | $5.39B | Sell |
80,871,308
-2,583,313
| -3% | -$172M | 0.72% | 14 |
|
2016
Q2 | $5.19B | Sell |
83,454,621
-10,062,841
| -11% | -$625M | 0.71% | 17 |
|
2016
Q1 | $5.54B | Sell |
93,517,462
-25,420,104
| -21% | -$1.51B | 0.77% | 17 |
|
2015
Q4 | $7.85B | Sell |
118,937,566
-9,943,629
| -8% | -$657M | 1.06% | 9 |
|
2015
Q3 | $7.86B | Sell |
128,881,195
-4,310,239
| -3% | -$263M | 1.12% | 7 |
|
2015
Q2 | $9.03B | Buy |
133,191,434
+8,695,774
| +7% | +$589M | 1.16% | 6 |
|
2015
Q1 | $7.54B | Sell |
124,495,660
-4,492,529
| -3% | -$272M | 0.96% | 7 |
|
2014
Q4 | $8.07B | Sell |
128,988,189
-1,746,679
| -1% | -$109M | 1.05% | 7 |
|
2014
Q3 | $7.88B | Buy |
130,734,868
+46,561
| +0% | +$2.8M | 1.07% | 7 |
|
2014
Q2 | $7.53B | Buy |
130,688,307
+212,855
| +0.2% | +$12.3M | 1.01% | 7 |
|
2014
Q1 | $7.92B | Buy |
130,475,452
+17,328,993
| +15% | +$1.05B | 1.1% | 6 |
|
2013
Q4 | $6.62B | Buy |
113,146,459
+10,323,667
| +10% | +$604M | 0.94% | 10 |
|
2013
Q3 | $5.31B | Buy |
102,822,792
+419,736
| +0.4% | +$21.7M | 0.81% | 11 |
|
2013
Q2 | $5.41B | Buy |
+102,403,056
| New | +$5.41B | 0.88% | 7 |
|