Jacobs Levy Equity Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.3M | Buy |
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|
2025
Q2 | $14.2M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $8.96M | Buy |
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|
2024
Q2 | $7.56M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $893K | Buy |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $819K | Sell |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $2.78M | Sell |
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|
2019
Q3 | $2.53M | Sell |
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|
2019
Q2 | $3.81M | Sell |
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|
2019
Q1 | $17.2M | Sell |
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|
2018
Q4 | $17M | Sell |
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|
2018
Q3 | $25M | Sell |
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|
2018
Q2 | $42.4M | Buy |
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|
2018
Q1 | $36.9M | Buy |
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|
2017
Q4 | $22.2M | Sell |
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|
2017
Q3 | $19.8M | Buy |
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|
2017
Q2 | $17.3M | Buy |
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|
2017
Q1 | $2.72M | Sell |
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|
2016
Q4 | $5.21M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $949K | Buy |
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|
2016
Q1 | $810K | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $898K | Sell |
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|
2015
Q2 | $1.25M | Buy |
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|
2015
Q1 | $917K | Buy |
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|
2014
Q4 | $783K | Sell |
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|
2014
Q3 | $793K | Buy |
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|
2014
Q2 | $587K | Sell |
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|
2014
Q1 | $1.13M | Sell |
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|
2013
Q4 | $11.7M | Sell |
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|
2013
Q3 | $12.9M | Buy |
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|
2013
Q2 | $12.9M | Buy |
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