First Trust Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531M | Sell |
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|
2025
Q1 | $455M | Buy |
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|
2024
Q4 | $429M | Buy |
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|
2024
Q3 | $355M | Buy |
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|
2024
Q2 | $336M | Buy |
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|
2024
Q1 | $331M | Sell |
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|
2023
Q4 | $310M | Sell |
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|
2023
Q3 | $272M | Sell |
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|
2023
Q2 | $284M | Sell |
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|
2023
Q1 | $274M | Sell |
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|
2022
Q4 | $297M | Sell |
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|
2022
Q3 | $239M | Sell |
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|
2022
Q2 | $268M | Buy |
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|
2022
Q1 | $305M | Buy |
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|
2021
Q4 | $274M | Buy |
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|
2021
Q3 | $241M | Buy |
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|
2021
Q2 | $212M | Buy |
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|
2021
Q1 | $161M | Buy |
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|
2020
Q4 | $118M | Sell |
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|
2020
Q3 | $89.6M | Buy |
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|
2020
Q2 | $85.5M | Buy |
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|
2020
Q1 | $77.1M | Buy |
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|
2019
Q4 | $118M | Sell |
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|
2019
Q3 | $103M | Buy |
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|
2019
Q2 | $95.1M | Buy |
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|
2019
Q1 | $73.6M | Buy |
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|
2018
Q4 | $70.2M | Sell |
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|
2018
Q3 | $122M | Sell |
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|
2018
Q2 | $157M | Buy |
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|
2018
Q1 | $165M | Buy |
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|
2017
Q4 | $160M | Buy |
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|
2017
Q3 | $137M | Buy |
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|
2017
Q2 | $117M | Sell |
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|
2017
Q1 | $113M | Buy |
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|
2016
Q4 | $34.6M | Sell |
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|
2016
Q3 | $26.8M | Sell |
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|
2016
Q2 | $27.6M | Buy |
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|
2016
Q1 | $23.9M | Sell |
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|
2015
Q4 | $29.3M | Buy |
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|
2015
Q3 | $24.3M | Sell |
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|
2015
Q2 | $33.5M | Buy |
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|
2015
Q1 | $26.1M | Buy |
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|
2014
Q4 | $23.5M | Sell |
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|
2014
Q3 | $28.3M | Buy |
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|
2014
Q2 | $21.2M | Sell |
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|
2014
Q1 | $24M | Sell |
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|
2013
Q4 | $23.4M | Buy |
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|
2013
Q3 | $17.4M | Sell |
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|
2013
Q2 | $19.3M | Buy |
|