First Trust Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531M | Sell |
1,830,051
-25,010
| -1% | -$7.25M | 0.43% | 36 |
|
|
2025
Q1 | $455M | Buy |
1,855,061
+66,517
| +4% | +$16.3M | 0.4% | 39 |
|
|
2024
Q4 | $429M | Buy |
1,788,544
+104,355
| +6% | +$25M | 0.38% | 43 |
|
|
2024
Q3 | $355M | Buy |
1,684,189
+22,769
| +1% | +$4.8M | 0.34% | 52 |
|
|
2024
Q2 | $336M | Buy |
1,661,420
+7,425
| +0.4% | +$1.5M | 0.34% | 50 |
|
|
2024
Q1 | $331M | Sell |
1,653,995
-170,446
| -9% | -$34.1M | 0.34% | 51 |
|
|
2023
Q4 | $310M | Sell |
1,824,441
-52,738
| -3% | -$8.97M | 0.34% | 47 |
|
|
2023
Q3 | $272M | Sell |
1,877,179
-74,724
| -4% | -$10.8M | 0.32% | 56 |
|
|
2023
Q2 | $284M | Sell |
1,951,903
-149,312
| -7% | -$21.7M | 0.32% | 53 |
|
|
2023
Q1 | $274M | Sell |
2,101,215
-112,164
| -5% | -$14.6M | 0.32% | 56 |
|
|
2022
Q4 | $297M | Sell |
2,213,379
-77,064
| -3% | -$10.3M | 0.35% | 44 |
|
|
2022
Q3 | $239M | Sell |
2,290,443
-85,947
| -4% | -$8.98M | 0.31% | 61 |
|
|
2022
Q2 | $268M | Buy |
2,376,390
+136,050
| +6% | +$15.3M | 0.33% | 53 |
|
|
2022
Q1 | $305M | Buy |
2,240,340
+508,841
| +29% | +$69.4M | 0.31% | 58 |
|
|
2021
Q4 | $274M | Buy |
1,731,499
+258,123
| +18% | +$40.9M | 0.27% | 83 |
|
|
2021
Q3 | $241M | Buy |
1,473,376
+109,661
| +8% | +$18M | 0.26% | 95 |
|
|
2021
Q2 | $212M | Buy |
1,363,715
+305,049
| +29% | +$47.4M | 0.23% | 102 |
|
|
2021
Q1 | $161M | Buy |
1,058,666
+133,903
| +14% | +$20.4M | 0.2% | 129 |
|
|
2020
Q4 | $118M | Sell |
924,763
-5,851
| -0.6% | -$743K | 0.16% | 163 |
|
|
2020
Q3 | $89.6M | Buy |
930,614
+21,810
| +2% | +$2.1M | 0.14% | 166 |
|
|
2020
Q2 | $85.5M | Buy |
908,804
+51,895
| +6% | +$4.88M | 0.15% | 162 |
|
|
2020
Q1 | $77.1M | Buy |
856,909
+10,427
| +1% | +$939K | 0.17% | 146 |
|
|
2019
Q4 | $118M | Sell |
846,482
-27,358
| -3% | -$3.81M | 0.2% | 100 |
|
|
2019
Q3 | $103M | Buy |
873,840
+23,271
| +3% | +$2.74M | 0.19% | 107 |
|
|
2019
Q2 | $95.1M | Buy |
850,569
+123,984
| +17% | +$13.9M | 0.18% | 136 |
|
|
2019
Q1 | $73.6M | Buy |
726,585
+7,604
| +1% | +$770K | 0.15% | 172 |
|
|
2018
Q4 | $70.2M | Sell |
718,981
-363,887
| -34% | -$35.5M | 0.17% | 138 |
|
|
2018
Q3 | $122M | Sell |
1,082,868
-426,036
| -28% | -$48.1M | 0.23% | 83 |
|
|
2018
Q2 | $157M | Buy |
1,508,904
+10,885
| +0.7% | +$1.13M | 0.33% | 44 |
|
|
2018
Q1 | $165M | Buy |
1,498,019
+4,936
| +0.3% | +$543K | 0.38% | 38 |
|
|
2017
Q4 | $160M | Buy |
1,493,083
+57,311
| +4% | +$6.13M | 0.38% | 38 |
|
|
2017
Q3 | $137M | Buy |
1,435,772
+155,304
| +12% | +$14.8M | 0.35% | 37 |
|
|
2017
Q2 | $117M | Sell |
1,280,468
-1,288
| -0.1% | -$118K | 0.31% | 47 |
|
|
2017
Q1 | $113M | Buy |
1,281,756
+880,537
| +219% | +$77.3M | 0.31% | 38 |
|
|
2016
Q4 | $34.6M | Sell |
401,219
-1,614
| -0.4% | -$139K | 0.1% | 218 |
|
|
2016
Q3 | $26.8M | Sell |
402,833
-41,849
| -9% | -$2.79M | 0.08% | 324 |
|
|
2016
Q2 | $27.6M | Buy |
444,682
+41,308
| +10% | +$2.57M | 0.09% | 286 |
|
|
2016
Q1 | $23.9M | Sell |
403,374
-39,952
| -9% | -$2.37M | 0.08% | 329 |
|
|
2015
Q4 | $29.3M | Buy |
443,326
+45,347
| +11% | +$2.99M | 0.08% | 286 |
|
|
2015
Q3 | $24.3M | Sell |
397,979
-96,142
| -19% | -$5.86M | 0.07% | 311 |
|
|
2015
Q2 | $33.5M | Buy |
494,121
+62,797
| +15% | +$4.26M | 0.09% | 259 |
|
|
2015
Q1 | $26.1M | Buy |
431,324
+55,980
| +15% | +$3.39M | 0.08% | 310 |
|
|
2014
Q4 | $23.5M | Sell |
375,344
-95,118
| -20% | -$5.95M | 0.08% | 343 |
|
|
2014
Q3 | $28.3M | Buy |
470,462
+102,455
| +28% | +$6.17M | 0.11% | 227 |
|
|
2014
Q2 | $21.2M | Sell |
368,007
-27,679
| -7% | -$1.59M | 0.09% | 346 |
|
|
2014
Q1 | $24M | Sell |
395,686
-5,050
| -1% | -$307K | 0.11% | 254 |
|
|
2013
Q4 | $23.4M | Buy |
400,736
+63,688
| +19% | +$3.72M | 0.11% | 210 |
|
|
2013
Q3 | $17.4M | Sell |
337,048
-27,779
| -8% | -$1.44M | 0.09% | 297 |
|
|
2013
Q2 | $19.3M | Buy |
+364,827
| New | +$19.3M | 0.13% | 202 |
|