Geode Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6B | Buy |
61,129,271
+300,160
| +0.5% | +$86.6M | 1.24% | 11 |
|
|
2025
Q1 | $14.9B | Buy |
60,829,111
+1,608,508
| +3% | +$393M | 1.17% | 12 |
|
|
2024
Q4 | $14.2B | Buy |
59,220,603
+876,417
| +2% | +$210M | 1.1% | 11 |
|
|
2024
Q3 | $12.3B | Buy |
58,344,186
+505,830
| +0.9% | +$106M | 0.99% | 12 |
|
|
2024
Q2 | $11.7B | Buy |
57,838,356
+928,574
| +2% | +$187M | 1.02% | 11 |
|
|
2024
Q1 | $11.4B | Buy |
56,909,782
+1,585,527
| +3% | +$317M | 1.05% | 11 |
|
|
2023
Q4 | $9.39B | Buy |
55,324,255
+998,063
| +2% | +$169M | 0.98% | 12 |
|
|
2023
Q3 | $7.86B | Buy |
54,326,192
+958,695
| +2% | +$139M | 0.94% | 13 |
|
|
2023
Q2 | $7.74B | Buy |
53,367,497
+1,057,041
| +2% | +$153M | 0.91% | 14 |
|
|
2023
Q1 | $6.8B | Buy |
52,310,456
+1,061,831
| +2% | +$138M | 0.88% | 15 |
|
|
2022
Q4 | $6.86B | Buy |
51,248,625
+1,082,325
| +2% | +$145M | 0.96% | 11 |
|
|
2022
Q3 | $5.24B | Buy |
50,166,300
+983,290
| +2% | +$103M | 0.79% | 15 |
|
|
2022
Q2 | $5.53B | Buy |
49,183,010
+694,644
| +1% | +$78.1M | 0.81% | 16 |
|
|
2022
Q1 | $6.59B | Buy |
48,488,366
+681,860
| +1% | +$92.7M | 0.82% | 14 |
|
|
2021
Q4 | $7.55B | Buy |
47,806,506
+687,571
| +1% | +$109M | 0.91% | 12 |
|
|
2021
Q3 | $7.69B | Buy |
47,118,935
+541,152
| +1% | +$88.3M | 1.04% | 10 |
|
|
2021
Q2 | $7.22B | Buy |
46,577,783
+1,137,615
| +3% | +$176M | 1% | 10 |
|
|
2021
Q1 | $6.9B | Buy |
45,440,168
+925,022
| +2% | +$140M | 1.05% | 9 |
|
|
2020
Q4 | $5.64B | Buy |
44,515,146
+600,972
| +1% | +$76.2M | 0.95% | 11 |
|
|
2020
Q3 | $4.22B | Buy |
43,914,174
+36,096
| +0.1% | +$3.47M | 0.83% | 15 |
|
|
2020
Q2 | $4.12B | Sell |
43,878,078
-1,199,982
| -3% | -$113M | 0.88% | 14 |
|
|
2020
Q1 | $4.05B | Buy |
45,078,060
+666,292
| +2% | +$59.9M | 1.06% | 11 |
|
|
2019
Q4 | $6.18B | Buy |
44,411,768
+595,401
| +1% | +$82.8M | 1.29% | 6 |
|
|
2019
Q3 | $5.15B | Buy |
43,816,367
+496,825
| +1% | +$58.4M | 1.2% | 7 |
|
|
2019
Q2 | $4.83B | Buy |
43,319,542
+990,850
| +2% | +$111M | 1.17% | 7 |
|
|
2019
Q1 | $4.28B | Buy |
42,328,692
+1,739,528
| +4% | +$176M | 1.11% | 10 |
|
|
2018
Q4 | $3.96B | Buy |
40,589,164
+1,829,659
| +5% | +$178M | 1.22% | 9 |
|
|
2018
Q3 | $4.37B | Sell |
38,759,505
-253,346
| -0.6% | -$28.5M | 1.23% | 8 |
|
|
2018
Q2 | $4.06B | Buy |
39,012,851
+198,829
| +0.5% | +$20.7M | 1.25% | 5 |
|
|
2018
Q1 | $4.26B | Buy |
38,814,022
+1,701,717
| +5% | +$187M | 1.39% | 4 |
|
|
2017
Q4 | $3.96B | Buy |
37,112,305
+883,150
| +2% | +$94.2M | 1.35% | 7 |
|
|
2017
Q3 | $3.45B | Buy |
36,229,155
+534,489
| +1% | +$50.9M | 1.27% | 8 |
|
|
2017
Q2 | $3.26B | Buy |
35,694,666
+164,829
| +0.5% | +$15M | 1.28% | 7 |
|
|
2017
Q1 | $3.12B | Buy |
35,529,837
+2,645,055
| +8% | +$232M | 1.28% | 7 |
|
|
2016
Q4 | $2.83B | Buy |
32,884,782
+1,276,665
| +4% | +$110M | 1.32% | 5 |
|
|
2016
Q3 | $2.1B | Buy |
31,608,117
+1,007,658
| +3% | +$67M | 1.06% | 13 |
|
|
2016
Q2 | $1.9B | Sell |
30,600,459
-432,434
| -1% | -$26.8M | 1.03% | 11 |
|
|
2016
Q1 | $1.83M | Buy |
31,032,893
+570,147
| +2% | +$33.7K | 0.97% | 15 |
|
|
2015
Q4 | $2.01B | Sell |
30,462,746
-47,233
| -0.2% | -$3.11M | 1.14% | 9 |
|
|
2015
Q3 | $1.86B | Buy |
30,509,979
+208,374
| +0.7% | +$12.7M | 1.13% | 9 |
|
|
2015
Q2 | $2.05B | Sell |
30,301,605
-225,270
| -0.7% | -$15.2M | 1.17% | 8 |
|
|
2015
Q1 | $1.85B | Buy |
30,526,875
+1,023,238
| +3% | +$61.9M | 1.06% | 9 |
|
|
2014
Q4 | $1.84B | Buy |
29,503,637
+874,340
| +3% | +$54.6M | 1.1% | 10 |
|
|
2014
Q3 | $1.72B | Sell |
28,629,297
-99,012
| -0.3% | -$5.96M | 1.12% | 9 |
|
|
2014
Q2 | $1.65B | Sell |
28,728,309
-381,072
| -1% | -$21.9M | 1.07% | 10 |
|
|
2014
Q1 | $1.77B | Buy |
29,109,381
+644,972
| +2% | +$39.1M | 1.18% | 8 |
|
|
2013
Q4 | $1.66B | Buy |
28,464,409
+1,550,367
| +6% | +$90.6M | 1.15% | 9 |
|
|
2013
Q3 | $1.39B | Buy |
26,914,042
+772,227
| +3% | +$39.9M | 1.12% | 11 |
|
|
2013
Q2 | $1.38B | Buy |
+26,141,815
| New | +$1.38B | 1.21% | 11 |
|