FWIA
Fort Washington Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.8M | Buy |
237,324
+4,397
| +2% | +$1.27M | 0.4% | 64 |
|
|
2025
Q1 | $57.1M | Buy |
232,927
+38,072
| +20% | +$9.34M | 0.35% | 70 |
|
|
2024
Q4 | $46.7M | Buy |
194,855
+12,266
| +7% | +$2.94M | 0.28% | 91 |
|
|
2024
Q3 | $38.5M | Sell |
182,589
-59
| -0% | -$12.4K | 0.23% | 98 |
|
|
2024
Q2 | $36.9M | Sell |
182,648
-97,812
| -35% | -$19.8M | 0.24% | 98 |
|
|
2024
Q1 | $56.2M | Sell |
280,460
-19,280
| -6% | -$3.86M | 0.36% | 75 |
|
|
2023
Q4 | $51M | Sell |
299,740
-3,798
| -1% | -$646K | 0.35% | 75 |
|
|
2023
Q3 | $44M | Sell |
303,538
-116,688
| -28% | -$16.9M | 0.33% | 83 |
|
|
2023
Q2 | $61.1M | Sell |
420,226
-86,710
| -17% | -$12.6M | 0.44% | 60 |
|
|
2023
Q1 | $66.1M | Buy |
506,936
+4,818
| +1% | +$628K | 0.5% | 53 |
|
|
2022
Q4 | $67.3M | Sell |
502,118
-29,649
| -6% | -$3.98M | 0.52% | 55 |
|
|
2022
Q3 | $55.6M | Buy |
531,767
+8,052
| +2% | +$841K | 0.46% | 65 |
|
|
2022
Q2 | $59M | Sell |
523,715
-36,572
| -7% | -$4.12M | 0.45% | 62 |
|
|
2022
Q1 | $76.4M | Sell |
560,287
-139,800
| -20% | -$19.1M | 0.49% | 58 |
|
|
2021
Q4 | $111M | Sell |
700,087
-85,576
| -11% | -$13.6M | 0.67% | 39 |
|
|
2021
Q3 | $129M | Buy |
785,663
+423,963
| +117% | +$69.4M | 0.82% | 33 |
|
|
2021
Q2 | $56.3M | Sell |
361,700
-334
| -0.1% | -$52K | 0.5% | 48 |
|
|
2021
Q1 | $55.1M | Sell |
362,034
-331,578
| -48% | -$50.5M | 0.53% | 47 |
|
|
2020
Q4 | $88.1M | Sell |
693,612
-102,690
| -13% | -$13M | 0.93% | 36 |
|
|
2020
Q3 | $76.7M | Buy |
796,302
+5,466
| +0.7% | +$526K | 0.81% | 39 |
|
|
2020
Q2 | $74.4M | Buy |
790,836
+4,041
| +0.5% | +$380K | 0.84% | 39 |
|
|
2020
Q1 | $70.8M | Buy |
786,795
+109,561
| +16% | +$9.86M | 0.96% | 29 |
|
|
2019
Q4 | $94.4M | Buy |
677,234
+38,359
| +6% | +$5.35M | 1.01% | 26 |
|
|
2019
Q3 | $75.2M | Buy |
638,875
+34,939
| +6% | +$4.11M | 0.83% | 34 |
|
|
2019
Q2 | $67.5M | Buy |
603,936
+1,739
| +0.3% | +$194K | 0.75% | 39 |
|
|
2019
Q1 | $61M | Buy |
602,197
+86,530
| +17% | +$8.76M | 0.68% | 42 |
|
|
2018
Q4 | $50.3M | Sell |
515,667
-30,702
| -6% | -$3M | 0.62% | 44 |
|
|
2018
Q3 | $61.7M | Sell |
546,369
-871
| -0.2% | -$98.3K | 0.61% | 42 |
|
|
2018
Q2 | $57M | Sell |
547,240
-152
| -0% | -$15.8K | 0.58% | 46 |
|
|
2018
Q1 | $60.2M | Sell |
547,392
-28,089
| -5% | -$3.09M | 0.62% | 44 |
|
|
2017
Q4 | $61.5M | Buy |
575,481
+481,717
| +514% | +$51.5M | 0.61% | 46 |
|
|
2017
Q3 | $8.96M | Buy |
93,764
+1,353
| +1% | +$129K | 0.14% | 103 |
|
|
2017
Q2 | $8.45M | Sell |
92,411
-6,954
| -7% | -$636K | 0.13% | 103 |
|
|
2017
Q1 | $8.73M | Sell |
99,365
-4,214
| -4% | -$370K | 0.14% | 99 |
|
|
2016
Q4 | $8.94M | Sell |
103,579
-159,912
| -61% | -$13.8M | 0.15% | 92 |
|
|
2016
Q3 | $17.5M | Buy |
263,491
+2,542
| +1% | +$169K | 0.31% | 63 |
|
|
2016
Q2 | $16.2M | Sell |
260,949
-1,721
| -0.7% | -$107K | 0.3% | 65 |
|
|
2016
Q1 | $15.6M | Sell |
262,670
-679
| -0.3% | -$40.2K | 0.3% | 68 |
|
|
2015
Q4 | $17.4M | Buy |
263,349
+153,641
| +140% | +$10.1M | 0.35% | 62 |
|
|
2015
Q3 | $6.69M | Buy |
109,708
+3,095
| +3% | +$189K | 0.14% | 108 |
|
|
2015
Q2 | $7.23M | Sell |
106,613
-6,810
| -6% | -$462K | 0.14% | 112 |
|
|
2015
Q1 | $6.87M | Buy |
113,423
+2,044
| +2% | +$124K | 0.14% | 112 |
|
|
2014
Q4 | $6.97M | Sell |
111,379
-389
| -0.3% | -$24.3K | 0.14% | 114 |
|
|
2014
Q3 | $6.73M | Sell |
111,768
-47,121
| -30% | -$2.84M | 0.14% | 118 |
|
|
2014
Q2 | $9.16M | Buy |
158,889
+5,612
| +4% | +$323K | 0.18% | 120 |
|
|
2014
Q1 | $9.31M | Buy |
153,277
+38,483
| +34% | +$2.34M | 0.2% | 112 |
|
|
2013
Q4 | $6.71M | Sell |
114,794
-197,500
| -63% | -$11.6M | 0.15% | 107 |
|
|
2013
Q3 | $16.1M | Buy |
312,294
+197,385
| +172% | +$10.2M | 0.39% | 69 |
|
|
2013
Q2 | $6.07M | Buy |
+114,909
| New | +$6.07M | 0.14% | 171 |
|