JIR
James Investment Research’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
75,866
-2,043
| -3% | -$592K | 2.62% | 6 |
|
|
2025
Q1 | $19.1M | Sell |
77,909
-376
| -0.5% | -$92.2K | 2.43% | 6 |
|
|
2024
Q4 | $18.8M | Sell |
78,285
-1,646
| -2% | -$395K | 2.23% | 5 |
|
|
2024
Q3 | $16.9M | Sell |
79,931
-1,057
| -1% | -$223K | 1.94% | 6 |
|
|
2024
Q2 | $16.4M | Sell |
80,988
-410
| -0.5% | -$82.9K | 1.95% | 5 |
|
|
2024
Q1 | $16.3M | Sell |
81,398
-2,996
| -4% | -$600K | 1.94% | 5 |
|
|
2023
Q4 | $14.4M | Sell |
84,394
-3,274
| -4% | -$557K | 1.8% | 6 |
|
|
2023
Q3 | $12.7M | Sell |
87,668
-694
| -0.8% | -$101K | 1.68% | 9 |
|
|
2023
Q2 | $12.9M | Sell |
88,362
-12,007
| -12% | -$1.75M | 1.64% | 10 |
|
|
2023
Q1 | $13.1M | Sell |
100,369
-778
| -0.8% | -$101K | 1.73% | 8 |
|
|
2022
Q4 | $13.6M | Sell |
101,147
-4,858
| -5% | -$651K | 1.9% | 10 |
|
|
2022
Q3 | $11.1M | Sell |
106,005
-18,143
| -15% | -$1.9M | 1.58% | 10 |
|
|
2022
Q2 | $14M | Sell |
124,148
-250
| -0.2% | -$28.2K | 1.87% | 9 |
|
|
2022
Q1 | $17M | Sell |
124,398
-15,792
| -11% | -$2.15M | 1.78% | 9 |
|
|
2021
Q4 | $22.2M | Sell |
140,190
-17,762
| -11% | -$2.81M | 2.03% | 5 |
|
|
2021
Q3 | $25.9M | Sell |
157,952
-1,120
| -0.7% | -$183K | 2.4% | 5 |
|
|
2021
Q2 | $24.7M | Sell |
159,072
-350
| -0.2% | -$54.4K | 2.12% | 5 |
|
|
2021
Q1 | $24.3M | Sell |
159,422
-2,530
| -2% | -$385K | 2.21% | 5 |
|
|
2020
Q4 | $20.6M | Sell |
161,952
-5,289
| -3% | -$672K | 1.85% | 7 |
|
|
2020
Q3 | $16.1M | Sell |
167,241
-13,371
| -7% | -$1.29M | 1.49% | 11 |
|
|
2020
Q2 | $17M | Sell |
180,612
-23,570
| -12% | -$2.22M | 1.59% | 12 |
|
|
2020
Q1 | $18.4M | Sell |
204,182
-17,607
| -8% | -$1.59M | 1.9% | 12 |
|
|
2019
Q4 | $30.9M | Sell |
221,789
-15,527
| -7% | -$2.16M | 2.16% | 6 |
|
|
2019
Q3 | $27.9M | Sell |
237,316
-26,585
| -10% | -$3.13M | 2.03% | 7 |
|
|
2019
Q2 | $29.5M | Sell |
263,901
-1,631
| -0.6% | -$182K | 2.14% | 4 |
|
|
2019
Q1 | $26.9M | Sell |
265,532
-18,523
| -7% | -$1.88M | 1.76% | 7 |
|
|
2018
Q4 | $27.7M | Sell |
284,055
-131,877
| -32% | -$12.9M | 1.73% | 6 |
|
|
2018
Q3 | $46.9M | Sell |
415,932
-34,827
| -8% | -$3.93M | 1.93% | 4 |
|
|
2018
Q2 | $47M | Sell |
450,759
-1,726
| -0.4% | -$180K | 1.8% | 4 |
|
|
2018
Q1 | $49.8M | Sell |
452,485
-171,179
| -27% | -$18.8M | 1.87% | 2 |
|
|
2017
Q4 | $66.7M | Sell |
623,664
-135,705
| -18% | -$14.5M | 2.28% | 1 |
|
|
2017
Q3 | $72.5M | Buy |
759,369
+3,795
| +0.5% | +$362K | 2.44% | 1 |
|
|
2017
Q2 | $69.1M | Sell |
755,574
-39,395
| -5% | -$3.6M | 2.14% | 1 |
|
|
2017
Q1 | $69.8M | Sell |
794,969
-14,852
| -2% | -$1.3M | 1.96% | 1 |
|
|
2016
Q4 | $69.9M | Buy |
809,821
+57,522
| +8% | +$4.96M | 1.81% | 3 |
|
|
2016
Q3 | $50.1M | Sell |
752,299
-7,527
| -1% | -$501K | 1.33% | 15 |
|
|
2016
Q2 | $47.2M | Buy |
759,826
+273,097
| +56% | +$17M | 1.19% | 20 |
|
|
2016
Q1 | $28.8M | Buy |
486,729
+41,225
| +9% | +$2.44M | 0.7% | 46 |
|
|
2015
Q4 | $29.4M | Buy |
445,504
+2,605
| +0.6% | +$172K | 0.73% | 43 |
|
|
2015
Q3 | $27M | Buy |
442,899
+16,028
| +4% | +$977K | 0.72% | 44 |
|
|
2015
Q2 | $28.9M | Buy |
426,871
+29,817
| +8% | +$2.02M | 0.68% | 48 |
|
|
2015
Q1 | $24.1M | Buy |
397,054
+27,954
| +8% | +$1.69M | 0.57% | 60 |
|
|
2014
Q4 | $23.1M | Sell |
369,100
-25,050
| -6% | -$1.57M | 0.63% | 49 |
|
|
2014
Q3 | $23.7M | Sell |
394,150
-40,904
| -9% | -$2.46M | 0.74% | 38 |
|
|
2014
Q2 | $25.1M | Sell |
435,054
-145,078
| -25% | -$8.36M | 0.8% | 39 |
|
|
2014
Q1 | $35.2M | Buy |
580,132
+5,795
| +1% | +$352K | 1.13% | 29 |
|
|
2013
Q4 | $33.6M | Buy |
574,337
+39,463
| +7% | +$2.31M | 1.05% | 31 |
|
|
2013
Q3 | $27.6M | Buy |
534,874
+11,443
| +2% | +$591K | 1.05% | 33 |
|
|
2013
Q2 | $27.6M | Buy |
+523,431
| New | +$27.6M | 1.13% | 30 |
|