Fisher Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46B | Sell |
15,375,410
-2,993,722
| -16% | -$868M | 1.77% | 10 |
|
|
2025
Q1 | $4.51B | Buy |
18,369,132
+967,696
| +6% | +$237M | 1.95% | 8 |
|
|
2024
Q4 | $4.17B | Buy |
17,401,436
+617,164
| +4% | +$148M | 1.66% | 11 |
|
|
2024
Q3 | $3.54B | Buy |
16,784,272
+4,043,841
| +32% | +$853M | 1.45% | 15 |
|
|
2024
Q2 | $2.58B | Buy |
12,740,431
+487,049
| +4% | +$98.5M | 1.12% | 24 |
|
|
2024
Q1 | $2.45B | Buy |
12,253,382
+416,484
| +4% | +$83.4M | 1.15% | 23 |
|
|
2023
Q4 | $2.01B | Buy |
11,836,898
+450,098
| +4% | +$76.6M | 1.06% | 20 |
|
|
2023
Q3 | $1.65B | Buy |
11,386,800
+2,392,576
| +27% | +$347M | 0.94% | 21 |
|
|
2023
Q2 | $1.31B | Buy |
8,994,224
+558,598
| +7% | +$81.2M | 0.72% | 34 |
|
|
2023
Q1 | $1.1B | Buy |
8,435,626
+316,375
| +4% | +$41.2M | 0.67% | 42 |
|
|
2022
Q4 | $1.09B | Buy |
8,119,251
+263,567
| +3% | +$35.3M | 0.74% | 41 |
|
|
2022
Q3 | $821M | Sell |
7,855,684
-133,755
| -2% | -$14M | 0.62% | 46 |
|
|
2022
Q2 | $900M | Buy |
7,989,439
+229,353
| +3% | +$25.8M | 0.64% | 48 |
|
|
2022
Q1 | $1.06B | Buy |
7,760,086
+327,761
| +4% | +$44.7M | 0.62% | 44 |
|
|
2021
Q4 | $1.18B | Buy |
7,432,325
+323,036
| +5% | +$51.2M | 0.66% | 41 |
|
|
2021
Q3 | $1.16B | Buy |
7,109,289
+204,912
| +3% | +$33.5M | 0.72% | 36 |
|
|
2021
Q2 | $1.07B | Buy |
6,904,377
+212,570
| +3% | +$33.1M | 0.67% | 39 |
|
|
2021
Q1 | $1.02B | Buy |
6,691,807
+144,111
| +2% | +$21.9M | 0.72% | 35 |
|
|
2020
Q4 | $832M | Buy |
6,547,696
+350,211
| +6% | +$44.5M | 0.62% | 47 |
|
|
2020
Q3 | $597M | Sell |
6,197,485
-135,393
| -2% | -$13M | 0.52% | 52 |
|
|
2020
Q2 | $596M | Buy |
6,332,878
+293,173
| +5% | +$27.6M | 0.58% | 49 |
|
|
2020
Q1 | $544M | Buy |
6,039,705
+80,640
| +1% | +$7.26M | 0.67% | 45 |
|
|
2019
Q4 | $831M | Sell |
5,959,065
-6,118
| -0.1% | -$853K | 0.84% | 35 |
|
|
2019
Q3 | $702M | Buy |
5,965,183
+153,852
| +3% | +$18.1M | 0.77% | 38 |
|
|
2019
Q2 | $650M | Buy |
5,811,331
+223,850
| +4% | +$25M | 0.72% | 43 |
|
|
2019
Q1 | $566M | Buy |
5,587,481
+160,503
| +3% | +$16.2M | 0.66% | 48 |
|
|
2018
Q4 | $530M | Buy |
5,426,978
+208,780
| +4% | +$20.4M | 0.72% | 44 |
|
|
2018
Q3 | $589M | Buy |
5,218,198
+8,350
| +0.2% | +$942K | 0.71% | 38 |
|
|
2018
Q2 | $543M | Buy |
5,209,848
+206,453
| +4% | +$21.5M | 0.7% | 44 |
|
|
2018
Q1 | $550M | Buy |
5,003,395
+130,408
| +3% | +$14.3M | 0.73% | 40 |
|
|
2017
Q4 | $521M | Sell |
4,872,987
-2,269,263
| -32% | -$243M | 0.68% | 43 |
|
|
2017
Q3 | $682M | Buy |
7,142,250
+185,136
| +3% | +$17.7M | 0.96% | 32 |
|
|
2017
Q2 | $636M | Sell |
6,957,114
-6,932,074
| -50% | -$634M | 0.96% | 29 |
|
|
2017
Q1 | $1.22B | Sell |
13,889,188
-56,642
| -0.4% | -$4.98M | 1.95% | 9 |
|
|
2016
Q4 | $1.2B | Buy |
13,945,830
+51,555
| +0.4% | +$4.45M | 2.1% | 6 |
|
|
2016
Q3 | $925M | Sell |
13,894,275
-102,198
| -0.7% | -$6.81M | 1.64% | 12 |
|
|
2016
Q2 | $872M | Sell |
13,996,473
-3,792
| -0% | -$236K | 1.62% | 13 |
|
|
2016
Q1 | $866M | Buy |
14,000,265
+11,906
| +0.1% | +$737K | 1.65% | 14 |
|
|
2015
Q4 | $924M | Buy |
13,988,359
+167,104
| +1% | +$11M | 1.78% | 12 |
|
|
2015
Q3 | $843M | Buy |
13,821,255
+79,998
| +0.6% | +$4.88M | 1.76% | 13 |
|
|
2015
Q2 | $931M | Buy |
13,741,257
+163,129
| +1% | +$11.1M | 1.81% | 10 |
|
|
2015
Q1 | $823M | Buy |
13,578,128
+57,172
| +0.4% | +$3.46M | 1.64% | 14 |
|
|
2014
Q4 | $846M | Buy |
13,520,956
+441
| +0% | +$27.6K | 1.75% | 11 |
|
|
2014
Q3 | $814M | Sell |
13,520,515
-57,169
| -0.4% | -$3.44M | 1.74% | 11 |
|
|
2014
Q2 | $782M | Buy |
13,577,684
+765,450
| +6% | +$44.1M | 1.64% | 13 |
|
|
2014
Q1 | $778M | Sell |
12,812,234
-234,332
| -2% | -$14.2M | 1.75% | 12 |
|
|
2013
Q4 | $763M | Sell |
13,046,566
-102,126
| -0.8% | -$5.97M | 1.73% | 13 |
|
|
2013
Q3 | $680M | Buy |
13,148,692
+59,622
| +0.5% | +$3.08M | 1.67% | 14 |
|
|
2013
Q2 | $691M | Buy |
+13,089,070
| New | +$691M | 1.79% | 9 |
|