HSBC Holdings’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02B | Sell |
6,969,705
-522,055
| -7% | -$152M | 1.22% | 11 |
|
|
2025
Q1 | $1.83B | Buy |
7,491,760
+209,506
| +3% | +$51.2M | 1.13% | 11 |
|
|
2024
Q4 | $1.75B | Sell |
7,282,254
-822,861
| -10% | -$197M | 1.02% | 10 |
|
|
2024
Q3 | $1.7B | Sell |
8,105,115
-334,877
| -4% | -$70.4M | 0.99% | 12 |
|
|
2024
Q2 | $1.71B | Buy |
8,439,992
+653,965
| +8% | +$132M | 1.04% | 10 |
|
|
2024
Q1 | $1.56B | Buy |
7,786,027
+1,086,647
| +16% | +$218M | 1.06% | 11 |
|
|
2023
Q4 | $1.14B | Sell |
6,699,380
-161,065
| -2% | -$27.4M | 0.99% | 14 |
|
|
2023
Q3 | $998M | Buy |
6,860,445
+445,422
| +7% | +$64.8M | 1.04% | 12 |
|
|
2023
Q2 | $934M | Sell |
6,415,023
-475,584
| -7% | -$69.2M | 0.95% | 12 |
|
|
2023
Q1 | $897M | Buy |
6,890,607
+143,205
| +2% | +$18.6M | 1.07% | 9 |
|
|
2022
Q4 | $903M | Buy |
6,747,402
+1,327,113
| +24% | +$178M | 1.04% | 9 |
|
|
2022
Q3 | $571M | Buy |
5,420,289
+90,695
| +2% | +$9.56M | 0.93% | 12 |
|
|
2022
Q2 | $605M | Buy |
5,329,594
+528,849
| +11% | +$60M | 0.84% | 13 |
|
|
2022
Q1 | $662M | Sell |
4,800,745
-580,377
| -11% | -$80.1M | 0.8% | 13 |
|
|
2021
Q4 | $854M | Sell |
5,381,122
-308,498
| -5% | -$48.9M | 0.79% | 14 |
|
|
2021
Q3 | $935M | Sell |
5,689,620
-1,506,854
| -21% | -$248M | 0.94% | 12 |
|
|
2021
Q2 | $1.12B | Buy |
7,196,474
+1,538,716
| +27% | +$239M | 1.19% | 9 |
|
|
2021
Q1 | $867M | Buy |
5,657,758
+404,611
| +8% | +$62M | 1.02% | 11 |
|
|
2020
Q4 | $663M | Buy |
5,253,147
+241,816
| +5% | +$30.5M | 0.88% | 11 |
|
|
2020
Q3 | $483M | Buy |
5,011,331
+360,610
| +8% | +$34.8M | 0.77% | 13 |
|
|
2020
Q2 | $437M | Buy |
4,650,721
+559,647
| +14% | +$52.6M | 0.83% | 10 |
|
|
2020
Q1 | $373M | Buy |
4,091,074
+597,808
| +17% | +$54.5M | 0.87% | 12 |
|
|
2019
Q4 | $483M | Sell |
3,493,266
-295,861
| -8% | -$40.9M | 0.84% | 8 |
|
|
2019
Q3 | $446M | Sell |
3,789,127
-265,537
| -7% | -$31.3M | 0.83% | 5 |
|
|
2019
Q2 | $453M | Sell |
4,054,664
-103,674
| -2% | -$11.6M | 0.86% | 5 |
|
|
2019
Q1 | $421M | Sell |
4,158,338
-806,247
| -16% | -$81.6M | 0.77% | 9 |
|
|
2018
Q4 | $485M | Sell |
4,964,585
-1,112,693
| -18% | -$109M | 0.9% | 7 |
|
|
2018
Q3 | $686M | Buy |
6,077,278
+745,636
| +14% | +$84.1M | 1.1% | 6 |
|
|
2018
Q2 | $556M | Sell |
5,331,642
-1,068,778
| -17% | -$111M | 0.99% | 7 |
|
|
2018
Q1 | $704M | Sell |
6,400,420
-1,122,549
| -15% | -$123M | 1.05% | 9 |
|
|
2017
Q4 | $804M | Buy |
7,522,969
+195,567
| +3% | +$20.9M | 1.16% | 7 |
|
|
2017
Q3 | $700M | Buy |
7,327,402
+1,417,798
| +24% | +$135M | 1.12% | 7 |
|
|
2017
Q2 | $540M | Sell |
5,909,604
-897,034
| -13% | -$82M | 0.99% | 10 |
|
|
2017
Q1 | $599M | Buy |
6,806,638
+2,006,167
| +42% | +$177M | 1.25% | 5 |
|
|
2016
Q4 | $414M | Buy |
4,800,471
+323,542
| +7% | +$27.9M | 0.97% | 7 |
|
|
2016
Q3 | $297M | Buy |
4,476,929
+4,259
| +0.1% | +$283K | 0.74% | 13 |
|
|
2016
Q2 | $277M | Sell |
4,472,670
-176,387
| -4% | -$10.9M | 0.76% | 11 |
|
|
2016
Q1 | $276M | Sell |
4,649,057
-740,357
| -14% | -$43.9M | 0.78% | 13 |
|
|
2015
Q4 | $356M | Sell |
5,389,414
-1,460,327
| -21% | -$96.5M | 0.86% | 10 |
|
|
2015
Q3 | $417M | Sell |
6,849,741
-704,539
| -9% | -$42.9M | 1.05% | 8 |
|
|
2015
Q2 | $512M | Sell |
7,554,280
-207,518
| -3% | -$14.1M | 1.04% | 8 |
|
|
2015
Q1 | $470M | Sell |
7,761,798
-761,239
| -9% | -$46.1M | 0.9% | 14 |
|
|
2014
Q4 | $534M | Buy |
8,523,037
+530,918
| +7% | +$33.3M | 1.11% | 8 |
|
|
2014
Q3 | $482M | Buy |
7,992,119
+324,009
| +4% | +$19.5M | 1.01% | 12 |
|
|
2014
Q2 | $442M | Buy |
7,668,110
+482,046
| +7% | +$27.8M | 0.96% | 13 |
|
|
2014
Q1 | $436M | Buy |
7,186,064
+877,804
| +14% | +$53.2M | 1.04% | 13 |
|
|
2013
Q4 | $368M | Sell |
6,308,260
-629,624
| -9% | -$36.8M | 0.96% | 11 |
|
|
2013
Q3 | $359M | Sell |
6,937,884
-6,501,875
| -48% | -$336M | 0.98% | 9 |
|
|
2013
Q2 | $710M | Buy |
+13,439,759
| New | +$710M | 2.14% | 3 |
|