Fiera Capital (Canada)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
6,447
+2,142
| +50% | +$621K | 0.01% | 302 |
|
|
2025
Q1 | $1.06M | Hold |
4,305
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $1.03M | Buy |
4,305
+630
| +17% | +$151K | ﹤0.01% | 340 |
|
|
2024
Q3 | $775K | Sell |
3,675
-63
| -2% | -$13.3K | ﹤0.01% | 367 |
|
|
2024
Q2 | $756K | Buy |
3,738
+63
| +2% | +$12.7K | ﹤0.01% | 353 |
|
|
2024
Q1 | $736K | Sell |
3,675
-500
| -12% | -$100K | ﹤0.01% | 366 |
|
|
2023
Q4 | $710K | Hold |
4,175
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $605K | Sell |
4,175
-4,800
| -53% | -$696K | ﹤0.01% | 402 |
|
|
2023
Q2 | $1.31M | Sell |
8,975
-32
| -0.4% | -$4.65K | ﹤0.01% | 330 |
|
|
2023
Q1 | $1.17M | Sell |
9,007
-372
| -4% | -$48.5K | ﹤0.01% | 345 |
|
|
2022
Q4 | $1.26M | Buy |
9,379
+372
| +4% | +$49.9K | ﹤0.01% | 329 |
|
|
2022
Q3 | $942K | Sell |
9,007
-391
| -4% | -$40.9K | ﹤0.01% | 390 |
|
|
2022
Q2 | $1.06M | Hold |
9,398
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $1.28M | Sell |
9,398
-6,864
| -42% | -$936K | ﹤0.01% | 386 |
|
|
2021
Q4 | $2.58M | Sell |
16,262
-4,299
| -21% | -$681K | 0.01% | 292 |
|
|
2021
Q3 | $3.37M | Sell |
20,561
-4,907
| -19% | -$803K | 0.01% | 228 |
|
|
2021
Q2 | $3.96M | Sell |
25,468
-19
| -0.1% | -$2.96K | 0.01% | 217 |
|
|
2021
Q1 | $3.88M | Sell |
25,487
-563,208
| -96% | -$85.7M | 0.01% | 219 |
|
|
2020
Q4 | $74.8M | Sell |
588,695
-5,160
| -0.9% | -$656K | 0.2% | 66 |
|
|
2020
Q3 | $57.2M | Sell |
593,855
-12,777
| -2% | -$1.23M | 0.17% | 74 |
|
|
2020
Q2 | $57.1M | Buy |
606,632
+11,069
| +2% | +$1.04M | 0.19% | 73 |
|
|
2020
Q1 | $53.6M | Buy |
595,563
+47,280
| +9% | +$4.26M | 0.22% | 62 |
|
|
2019
Q4 | $76.4M | Buy |
548,283
+3,676
| +0.7% | +$512K | 0.25% | 63 |
|
|
2019
Q3 | $64.1M | Sell |
544,607
-70,359
| -11% | -$8.28M | 0.24% | 69 |
|
|
2019
Q2 | $68.8M | Buy |
614,966
+29,046
| +5% | +$3.25M | 0.26% | 70 |
|
|
2019
Q1 | $59.3M | Sell |
585,920
-1,465
| -0.2% | -$148K | 0.23% | 74 |
|
|
2018
Q4 | $57.3M | Sell |
587,385
-13,101
| -2% | -$1.28M | 0.26% | 74 |
|
|
2018
Q3 | $67.8M | Sell |
600,486
-7,752
| -1% | -$875K | 0.27% | 75 |
|
|
2018
Q2 | $63.4M | Buy |
608,238
+2,261
| +0.4% | +$236K | 0.27% | 74 |
|
|
2018
Q1 | $66.6M | Buy |
605,977
+27,096
| +5% | +$2.98M | 0.32% | 63 |
|
|
2017
Q4 | $61.9M | Sell |
578,881
-12,629
| -2% | -$1.35M | 0.29% | 67 |
|
|
2017
Q3 | $56.5M | Sell |
591,510
-154,325
| -21% | -$14.7M | 0.27% | 70 |
|
|
2017
Q2 | $68.2M | Sell |
745,835
-5,389
| -0.7% | -$493K | 0.33% | 59 |
|
|
2017
Q1 | $66M | Buy |
751,224
+285,799
| +61% | +$25.1M | 0.35% | 60 |
|
|
2016
Q4 | $40.2M | Buy |
465,425
+88,723
| +24% | +$7.66M | 0.23% | 97 |
|
|
2016
Q3 | $25.1M | Buy |
376,702
+19,105
| +5% | +$1.27M | 0.14% | 165 |
|
|
2016
Q2 | $22.2M | Buy |
357,597
+67,375
| +23% | +$4.19M | 0.12% | 177 |
|
|
2016
Q1 | $17.2M | Sell |
290,222
-98,516
| -25% | -$5.83M | 0.13% | 109 |
|
|
2015
Q4 | $25.7M | Buy |
388,738
+6,910
| +2% | +$456K | 0.2% | 95 |
|
|
2015
Q3 | $23.3M | Sell |
381,828
-15,745
| -4% | -$960K | 0.19% | 99 |
|
|
2015
Q2 | $26.9K | Sell |
397,573
-40,712
| -9% | -$2.76K | 0.17% | 104 |
|
|
2015
Q1 | $26.6M | Sell |
438,285
-1,035
| -0.2% | -$62.7K | 0.2% | 99 |
|
|
2014
Q4 | $27.5M | Sell |
439,320
-15,938
| -4% | -$997K | 0.2% | 96 |
|
|
2014
Q3 | $27.4M | Buy |
455,258
+80,476
| +21% | +$4.85M | 0.2% | 104 |
|
|
2014
Q2 | $21.6M | Sell |
374,782
-214,900
| -36% | -$12.4M | 0.11% | 131 |
|
|
2014
Q1 | $35.8M | Sell |
589,682
-173,870
| -23% | -$10.6M | 0.27% | 87 |
|
|
2013
Q4 | $44.7M | Buy |
+763,552
| New | +$44.7M | 0.37% | 76 |
|