Jones Financial Companies’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
Q2 | $263M | Buy |
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|
2025
Q1 | $187M | Buy |
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|
2024
Q4 | $144M | Buy |
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|
2024
Q3 | $93.7M | Buy |
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|
2024
Q2 | $58.1M | Buy |
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $22.9M | Buy |
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|
2023
Q3 | $18.7M | Sell |
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|
2023
Q2 | $20M | Sell |
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|
2023
Q1 | $19M | Sell |
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|
2022
Q4 | $19.7M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $15.5M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $20.8M | Buy |
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|
2021
Q3 | $21.1M | Sell |
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|
2021
Q2 | $20.4M | Sell |
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|
2021
Q1 | $20.4M | Sell |
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|
2020
Q4 | $17.2M | Sell |
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|
2020
Q3 | $13.2M | Sell |
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|
2020
Q2 | $13.8M | Buy |
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|
2020
Q1 | $12.6M | Buy |
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|
2019
Q4 | $18.1M | Sell |
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|
2019
Q3 | $15.8M | Buy |
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|
2019
Q2 | $14.6M | Buy |
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|
2019
Q1 | $12.8M | Buy |
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|
2018
Q4 | $11.4M | Buy |
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|
2018
Q3 | $9.81M | Buy |
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|
2018
Q2 | $8.21M | Buy |
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|
2018
Q1 | $6.2M | Sell |
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|
2017
Q4 | $6.79M | Sell |
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|
2017
Q3 | $6.09M | Sell |
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|
2017
Q2 | $6.27M | Sell |
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|
2017
Q1 | $6.99M | Sell |
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|
2016
Q4 | $8.05M | Sell |
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|
2016
Q3 | $7.54M | Sell |
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|
2016
Q2 | $8.33M | Sell |
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|
2016
Q1 | $9.2M | Sell |
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|
2015
Q4 | $11.1M | Sell |
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|
2015
Q3 | $10.8M | Sell |
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|
2015
Q2 | $13.3M | Sell |
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|
2015
Q1 | $12.3M | Buy |
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|
2014
Q4 | $12.7M | Sell |
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|
2014
Q3 | $12.6M | Buy |
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|
2014
Q2 | $11.7M | Buy |
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|
2014
Q1 | $11.2M | Sell |
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|
2013
Q4 | $11M | Buy |
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|
2013
Q3 | $9.4M | Buy |
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|
2013
Q2 | $9.25M | Buy |
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