Jones Financial Companies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263M | Buy |
915,896
+145,900
| +19% | +$41.9M | 0.2% | 49 |
|
|
2025
Q1 | $187M | Buy |
769,996
+168,224
| +28% | +$40.9M | 0.17% | 50 |
|
|
2024
Q4 | $144M | Buy |
601,772
+156,741
| +35% | +$37.6M | 0.14% | 55 |
|
|
2024
Q3 | $93.7M | Buy |
445,031
+157,905
| +55% | +$33.3M | 0.1% | 58 |
|
|
2024
Q2 | $58.1M | Buy |
287,126
+116,387
| +68% | +$23.5M | 0.07% | 59 |
|
|
2024
Q1 | $34.2M | Buy |
170,739
+36,276
| +27% | +$7.27M | 0.05% | 62 |
|
|
2023
Q4 | $22.9M | Buy |
134,463
+5,182
| +4% | +$881K | 0.03% | 67 |
|
|
2023
Q3 | $18.7M | Sell |
129,281
-8,061
| -6% | -$1.17M | 0.03% | 66 |
|
|
2023
Q2 | $20M | Sell |
137,342
-8,614
| -6% | -$1.25M | 0.03% | 67 |
|
|
2023
Q1 | $19M | Sell |
145,956
-937
| -0.6% | -$122K | 0.03% | 67 |
|
|
2022
Q4 | $19.7M | Buy |
146,893
+3,766
| +3% | +$505K | 0.03% | 66 |
|
|
2022
Q3 | $15M | Buy |
143,127
+5,236
| +4% | +$547K | 0.03% | 68 |
|
|
2022
Q2 | $15.5M | Buy |
137,891
+4,781
| +4% | +$538K | 0.03% | 67 |
|
|
2022
Q1 | $18.1M | Buy |
133,110
+1,947
| +1% | +$265K | 0.03% | 69 |
|
|
2021
Q4 | $20.8M | Buy |
131,163
+2,252
| +2% | +$357K | 0.03% | 66 |
|
|
2021
Q3 | $21.1M | Sell |
128,911
-2,263
| -2% | -$370K | 0.03% | 61 |
|
|
2021
Q2 | $20.4M | Sell |
131,174
-2,727
| -2% | -$424K | 0.03% | 64 |
|
|
2021
Q1 | $20.4M | Sell |
133,901
-1,512
| -1% | -$230K | 0.03% | 62 |
|
|
2020
Q4 | $17.2M | Sell |
135,413
-2,154
| -2% | -$274K | 0.03% | 65 |
|
|
2020
Q3 | $13.2M | Sell |
137,567
-9,388
| -6% | -$904K | 0.03% | 70 |
|
|
2020
Q2 | $13.8M | Buy |
146,955
+6,453
| +5% | +$607K | 0.03% | 66 |
|
|
2020
Q1 | $12.6M | Buy |
140,502
+10,498
| +8% | +$945K | 0.03% | 66 |
|
|
2019
Q4 | $18.1M | Sell |
130,004
-3,915
| -3% | -$546K | 0.04% | 55 |
|
|
2019
Q3 | $15.8M | Buy |
133,919
+3,568
| +3% | +$420K | 0.03% | 56 |
|
|
2019
Q2 | $14.6M | Buy |
130,351
+4,201
| +3% | +$470K | 0.03% | 59 |
|
|
2019
Q1 | $12.8M | Buy |
126,150
+9,695
| +8% | +$981K | 0.03% | 63 |
|
|
2018
Q4 | $11.4M | Buy |
116,455
+29,535
| +34% | +$2.88M | 0.03% | 60 |
|
|
2018
Q3 | $9.81M | Buy |
86,920
+8,098
| +10% | +$914K | 0.02% | 73 |
|
|
2018
Q2 | $8.21M | Buy |
78,822
+22,403
| +40% | +$2.33M | 0.02% | 78 |
|
|
2018
Q1 | $6.2M | Sell |
56,419
-7,061
| -11% | -$776K | 0.02% | 89 |
|
|
2017
Q4 | $6.79M | Sell |
63,480
-255
| -0.4% | -$27.3K | 0.02% | 88 |
|
|
2017
Q3 | $6.09M | Sell |
63,735
-4,912
| -7% | -$469K | 0.02% | 90 |
|
|
2017
Q2 | $6.27M | Sell |
68,647
-10,883
| -14% | -$995K | 0.02% | 85 |
|
|
2017
Q1 | $6.99M | Sell |
79,530
-13,719
| -15% | -$1.2M | 0.02% | 77 |
|
|
2016
Q4 | $8.05M | Sell |
93,249
-20,053
| -18% | -$1.73M | 0.03% | 67 |
|
|
2016
Q3 | $7.55M | Sell |
113,302
-20,769
| -15% | -$1.38M | 0.03% | 65 |
|
|
2016
Q2 | $8.33M | Sell |
134,071
-21,302
| -14% | -$1.32M | 0.04% | 61 |
|
|
2016
Q1 | $9.2M | Sell |
155,373
-12,272
| -7% | -$727K | 0.05% | 51 |
|
|
2015
Q4 | $11.1M | Sell |
167,645
-9,207
| -5% | -$608K | 0.07% | 40 |
|
|
2015
Q3 | $10.8M | Sell |
176,852
-19,300
| -10% | -$1.18M | 0.07% | 37 |
|
|
2015
Q2 | $13.3M | Sell |
196,152
-7,638
| -4% | -$518K | 0.08% | 31 |
|
|
2015
Q1 | $12.3M | Buy |
203,790
+1,100
| +0.5% | +$66.6K | 0.08% | 32 |
|
|
2014
Q4 | $12.7M | Sell |
202,690
-5,833
| -3% | -$365K | 0.09% | 31 |
|
|
2014
Q3 | $12.6M | Buy |
208,523
+6,280
| +3% | +$378K | 0.09% | 30 |
|
|
2014
Q2 | $11.7M | Buy |
202,243
+17,136
| +9% | +$987K | 0.09% | 31 |
|
|
2014
Q1 | $11.2M | Sell |
185,107
-2,568
| -1% | -$156K | 0.09% | 31 |
|
|
2013
Q4 | $11M | Buy |
187,675
+5,748
| +3% | +$336K | 0.1% | 29 |
|
|
2013
Q3 | $9.4M | Buy |
181,927
+6,737
| +4% | +$348K | 0.09% | 32 |
|
|
2013
Q2 | $9.25M | Buy |
+175,190
| New | +$9.25M | 0.1% | 30 |
|