Invesco’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16B | Buy |
14,332,418
+577,860
| +4% | +$168M | 0.71% | 11 |
|
2025
Q1 | $3.37B | Buy |
13,754,558
+547,110
| +4% | +$134M | 0.64% | 12 |
|
2024
Q4 | $3.17B | Sell |
13,207,448
-237,519
| -2% | -$56.9M | 0.59% | 13 |
|
2024
Q3 | $2.84B | Buy |
13,444,967
+194,350
| +1% | +$41M | 0.55% | 15 |
|
2024
Q2 | $2.68B | Buy |
13,250,617
+18,005
| +0.1% | +$3.64M | 0.57% | 12 |
|
2024
Q1 | $2.65B | Sell |
13,232,612
-1,391,843
| -10% | -$279M | 0.57% | 10 |
|
2023
Q4 | $2.49B | Buy |
14,624,455
+79,397
| +0.5% | +$13.5M | 0.59% | 11 |
|
2023
Q3 | $2.11B | Buy |
14,545,058
+269,106
| +2% | +$39M | 0.57% | 14 |
|
2023
Q2 | $2.08B | Buy |
14,275,952
+1,226,047
| +9% | +$178M | 0.54% | 16 |
|
2023
Q1 | $1.7B | Sell |
13,049,905
-752,761
| -5% | -$98.1M | 0.47% | 19 |
|
2022
Q4 | $1.85B | Buy |
13,802,666
+439,245
| +3% | +$58.9M | 0.54% | 14 |
|
2022
Q3 | $1.4B | Buy |
13,363,421
+730,327
| +6% | +$76.3M | 0.45% | 22 |
|
2022
Q2 | $1.42B | Sell |
12,633,094
-373,958
| -3% | -$42.1M | 0.43% | 30 |
|
2022
Q1 | $1.77B | Sell |
13,007,052
-1,010,626
| -7% | -$138M | 0.45% | 20 |
|
2021
Q4 | $2.22B | Sell |
14,017,678
-1,435,310
| -9% | -$227M | 0.54% | 13 |
|
2021
Q3 | $2.53B | Buy |
15,452,988
+1,092,139
| +8% | +$179M | 0.64% | 7 |
|
2021
Q2 | $2.23B | Buy |
14,360,849
+776,638
| +6% | +$121M | 0.55% | 12 |
|
2021
Q1 | $2.07B | Sell |
13,584,211
-1,040,612
| -7% | -$158M | 0.55% | 12 |
|
2020
Q4 | $1.86B | Buy |
14,624,823
+248,358
| +2% | +$31.6M | 0.54% | 15 |
|
2020
Q3 | $1.38B | Buy |
14,376,465
+856,552
| +6% | +$82.5M | 0.47% | 22 |
|
2020
Q2 | $1.27B | Sell |
13,519,913
-4,539,411
| -25% | -$427M | 0.45% | 26 |
|
2020
Q1 | $1.63B | Sell |
18,059,324
-1,771,933
| -9% | -$160M | 0.68% | 10 |
|
2019
Q4 | $2.76B | Sell |
19,831,257
-2,419,649
| -11% | -$337M | 0.86% | 7 |
|
2019
Q3 | $2.62B | Sell |
22,250,906
-1,438,800
| -6% | -$169M | 0.68% | 12 |
|
2019
Q2 | $2.65B | Buy |
23,689,706
+6,745,215
| +40% | +$754M | 0.68% | 12 |
|
2019
Q1 | $1.72B | Sell |
16,944,491
-932,897
| -5% | -$94.4M | 0.58% | 18 |
|
2018
Q4 | $1.75B | Sell |
17,877,388
-2,066,615
| -10% | -$202M | 0.67% | 14 |
|
2018
Q3 | $2.25B | Sell |
19,944,003
-1,414,465
| -7% | -$160M | 0.71% | 10 |
|
2018
Q2 | $2.23B | Sell |
21,358,468
-333,953
| -2% | -$34.8M | 0.74% | 11 |
|
2018
Q1 | $2.39B | Sell |
21,692,421
-1,440,841
| -6% | -$158M | 0.89% | 10 |
|
2017
Q4 | $2.47B | Sell |
23,133,262
-1,441,190
| -6% | -$154M | 0.89% | 12 |
|
2017
Q3 | $2.35B | Sell |
24,574,452
-2,495,436
| -9% | -$238M | 0.87% | 11 |
|
2017
Q2 | $2.47B | Sell |
27,069,888
-528,770
| -2% | -$48.3M | 0.77% | 18 |
|
2017
Q1 | $2.42B | Sell |
27,598,658
-2,984,341
| -10% | -$262M | 0.8% | 16 |
|
2016
Q4 | $2.64B | Sell |
30,582,999
-5,409,306
| -15% | -$467M | 0.89% | 11 |
|
2016
Q3 | $2.4B | Sell |
35,992,305
-619,567
| -2% | -$41.3M | 0.82% | 13 |
|
2016
Q2 | $2.28B | Sell |
36,611,872
-190,266
| -0.5% | -$11.8M | 0.84% | 13 |
|
2016
Q1 | $2.18B | Sell |
36,802,138
-1,053,823
| -3% | -$62.4M | 0.89% | 11 |
|
2015
Q4 | $2.5B | Buy |
37,855,961
+353,211
| +0.9% | +$23.3M | 1% | 9 |
|
2015
Q3 | $2.29B | Buy |
37,502,750
+336,320
| +0.9% | +$20.5M | 0.97% | 9 |
|
2015
Q2 | $2.52B | Sell |
37,166,430
-101,019
| -0.3% | -$6.85M | 0.99% | 6 |
|
2015
Q1 | $2.26B | Buy |
37,267,449
+1,094,397
| +3% | +$66.3M | 0.87% | 6 |
|
2014
Q4 | $2.26B | Buy |
36,173,052
+1,427,208
| +4% | +$89.3M | 0.87% | 9 |
|
2014
Q3 | $2.09B | Sell |
34,745,844
-935,745
| -3% | -$56.4M | 0.84% | 9 |
|
2014
Q2 | $2.06B | Sell |
35,681,589
-1,795,701
| -5% | -$103M | 0.81% | 10 |
|
2014
Q1 | $2.28B | Sell |
37,477,290
-5,280,866
| -12% | -$321M | 0.92% | 5 |
|
2013
Q4 | $2.5B | Buy |
42,758,156
+1,497,763
| +4% | +$87.6M | 0.99% | 5 |
|
2013
Q3 | $2.13B | Sell |
41,260,393
-1,297,482
| -3% | -$67.1M | 0.93% | 7 |
|
2013
Q2 | $2.25B | Buy |
+42,557,875
| New | +$2.25B | 1.05% | 4 |
|