Impax Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3M | Buy |
204,508
+23,715
| +13% | +$6.88M | 0.34% | 76 |
|
|
2025
Q1 | $44.3M | Sell |
180,793
-95,242
| -35% | -$23.4M | 0.27% | 81 |
|
|
2024
Q4 | $66.2M | Sell |
276,035
-35,049
| -11% | -$8.4M | 0.3% | 74 |
|
|
2024
Q3 | $65.6M | Sell |
311,084
-27,267
| -8% | -$5.75M | 0.26% | 77 |
|
|
2024
Q2 | $68.4M | Sell |
338,351
-70,221
| -17% | -$14.2M | 0.28% | 76 |
|
|
2024
Q1 | $81.8M | Buy |
408,572
+4,678
| +1% | +$937K | 0.31% | 78 |
|
|
2023
Q4 | $68.7M | Sell |
403,894
-67,593
| -14% | -$11.5M | 0.28% | 81 |
|
|
2023
Q3 | $68.4M | Sell |
471,487
-28,932
| -6% | -$4.2M | 0.31% | 80 |
|
|
2023
Q2 | $72.8M | Buy |
500,419
+3,439
| +0.7% | +$500K | 0.29% | 81 |
|
|
2023
Q1 | $64.8M | Buy |
496,980
+11,342
| +2% | +$1.48M | 0.27% | 86 |
|
|
2022
Q4 | $65.1M | Buy |
485,638
+45,302
| +10% | +$6.07M | 0.29% | 85 |
|
|
2022
Q3 | $46M | Buy |
440,336
+95,502
| +28% | +$9.98M | 0.24% | 89 |
|
|
2022
Q2 | $38.8M | Sell |
344,834
-1,509
| -0.4% | -$170K | 0.19% | 95 |
|
|
2022
Q1 | $47.2M | Buy |
346,343
+34,177
| +11% | +$4.66M | 0.2% | 90 |
|
|
2021
Q4 | $49.4M | Buy |
312,166
+8,007
| +3% | +$1.27M | 0.18% | 88 |
|
|
2021
Q3 | $49.8M | Buy |
304,159
+349
| +0.1% | +$57.1K | 0.2% | 87 |
|
|
2021
Q2 | $47.3M | Buy |
303,810
+29,230
| +11% | +$4.55M | 0.21% | 84 |
|
|
2021
Q1 | $41.8M | Buy |
274,580
+5,459
| +2% | +$831K | 0.21% | 79 |
|
|
2020
Q4 | $34.2M | Buy |
269,121
+92,361
| +52% | +$11.7M | 0.22% | 72 |
|
|
2020
Q3 | $17M | Buy |
176,760
+57,400
| +48% | +$5.53M | 0.15% | 93 |
|
|
2020
Q2 | $11.2M | Hold |
119,360
| – | – | 0.12% | 112 |
|
|
2020
Q1 | $10.7M | Sell |
119,360
-56,458
| -32% | -$5.08M | 0.14% | 104 |
|
|
2019
Q4 | $24.5M | Hold |
175,818
| – | – | 0.27% | 70 |
|
|
2019
Q3 | $20.7M | Hold |
175,818
| – | – | 0.27% | 73 |
|
|
2019
Q2 | $19.7M | Hold |
175,818
| – | – | 0.26% | 71 |
|
|
2019
Q1 | $17.8M | Sell |
175,818
-16,000
| -8% | -$1.62M | 0.25% | 76 |
|
|
2018
Q4 | $18.7M | Hold |
191,818
| – | – | 0.31% | 65 |
|
|
2018
Q3 | $21.6M | Buy |
+191,818
| New | +$21.6M | 0.31% | 68 |
|