Fisher Asset Management’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 | $4.46B | Sell |
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|
2025
Q1 | $4.51B | Buy |
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|
2024
Q4 | $4.17B | Buy |
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|
2024
Q3 | $3.54B | Buy |
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|
2024
Q2 | $2.58B | Buy |
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|
2024
Q1 | $2.45B | Buy |
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|
2023
Q4 | $2.01B | Buy |
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|
2023
Q3 | $1.65B | Buy |
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|
2023
Q2 | $1.31B | Buy |
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|
2023
Q1 | $1.1B | Buy |
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|
2022
Q4 | $1.09B | Buy |
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|
2022
Q3 | $821M | Sell |
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|
2022
Q2 | $900M | Buy |
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|
2022
Q1 | $1.06B | Buy |
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|
2021
Q4 | $1.18B | Buy |
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|
2021
Q3 | $1.16B | Buy |
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|
2021
Q2 | $1.07B | Buy |
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|
2021
Q1 | $1.02B | Buy |
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|
2020
Q4 | $832M | Buy |
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|
2020
Q3 | $597M | Sell |
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|
2020
Q2 | $596M | Buy |
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|
2020
Q1 | $544M | Buy |
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|
2019
Q4 | $831M | Sell |
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|
2019
Q3 | $702M | Buy |
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|
2019
Q2 | $650M | Buy |
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|
2019
Q1 | $566M | Buy |
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|
2018
Q4 | $530M | Buy |
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|
2018
Q3 | $589M | Buy |
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|
2018
Q2 | $543M | Buy |
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|
2018
Q1 | $550M | Buy |
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|
2017
Q4 | $521M | Sell |
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|
2017
Q3 | $682M | Buy |
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|
2017
Q2 | $636M | Sell |
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|
2017
Q1 | $1.22B | Sell |
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|
2016
Q4 | $1.2B | Buy |
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|
2016
Q3 | $925M | Sell |
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|
2016
Q2 | $872M | Sell |
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|
2016
Q1 | $866M | Buy |
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|
2015
Q4 | $924M | Buy |
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|
2015
Q3 | $843M | Buy |
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|
2015
Q2 | $931M | Buy |
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|
2015
Q1 | $823M | Buy |
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|
2014
Q4 | $846M | Buy |
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|
2014
Q3 | $814M | Sell |
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|
2014
Q2 | $782M | Buy |
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|
2014
Q1 | $778M | Sell |
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|
2013
Q4 | $763M | Sell |
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|
2013
Q3 | $680M | Buy |
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|
2013
Q2 | $691M | Buy |
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