JP Morgan Chase’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248M | Buy |
1,514,387
+110,390
| +8% | +$21M | 0.02% | 611 |
|
|
2025
Q4 | $313M | Buy |
1,403,997
+485,297
| +53% | +$111M | 0.02% | 513 |
|
|
2025
Q3 | $219M | Buy |
918,700
+292,801
| +47% | +$72.9M | 0.01% | 666 |
|
|
2025
Q2 | $152M | Buy |
625,899
+8,184
| +1% | +$1.94M | 0.01% | 765 |
|
|
2025
Q1 | $150M | Buy |
617,715
+119,964
| +24% | +$28.2M | 0.01% | 768 |
|
|
2024
Q4 | $113M | Buy |
497,751
+74,039
| +17% | +$16.6M | 0.01% | 875 |
|
|
2024
Q3 | $91.1M | Sell |
423,712
-335,670
| -44% | -$70.2M | 0.01% | 997 |
|
|
2024
Q2 | $150M | Buy |
759,382
+89,900
| +13% | +$17.8M | 0.01% | 755 |
|
|
2024
Q1 | $137M | Buy |
669,482
+301,941
| +82% | +$60.9M | 0.01% | 793 |
|
|
2023
Q4 | $75.6M | Sell |
367,541
-25,356
| -6% | -$4.68M | 0.01% | 1022 |
|
|
2023
Q3 | $70.3M | Buy |
392,897
+46,460
| +13% | +$8.23M | 0.01% | 958 |
|
|
2023
Q2 | $57.4M | Sell |
346,437
-20,643
| -6% | -$3.12M | 0.01% | 1067 |
|
|
2023
Q1 | $53.8M | Buy |
367,080
+89,939
| +32% | +$12.9M | 0.01% | 1071 |
|
|
2022
Q4 | $37.2M | Sell |
277,141
-2,938
| -1% | -$417K | 0.01% | 1262 |
|
|
2022
Q3 | $40.4M | Sell |
280,079
-33,031
| -11% | -$5.36M | 0.01% | 1150 |
|
|
2022
Q2 | $44.6M | Sell |
313,110
-11,784
| -4% | -$1.71M | 0.01% | 1101 |
|
|
2022
Q1 | $50.6M | Buy |
324,894
+30,928
| +11% | +$4.75M | 0.01% | 1160 |
|
|
2021
Q4 | $53.7M | Sell |
293,966
-53,480
| -15% | -$9.4M | 0.01% | 1175 |
|
|
2021
Q3 | $57.9M | Sell |
347,446
-24,433
| -7% | -$4.16M | 0.01% | 1104 |
|
|
2021
Q2 | $60.1M | Sell |
371,879
-66,536
| -15% | -$10.6M | 0.01% | 1128 |
|
|
2021
Q1 | $67.1M | Buy |
438,415
+17,291
| +4% | +$2.55M | 0.01% | 1041 |
|
|
2020
Q4 | $64.5M | Buy |
421,124
+53,011
| +14% | +$7.69M | 0.01% | 969 |
|
|
2020
Q3 | $48.5M | Buy |
368,113
+43,144
| +13% | +$5.77M | 0.01% | 989 |
|
|
2020
Q2 | $41M | Buy |
324,969
+35,545
| +12% | +$4.12M | 0.01% | 984 |
|
|
2020
Q1 | $27.4M | Buy |
289,424
+91,891
| +47% | +$10.5M | 0.01% | 1076 |
|
|
2019
Q4 | $24.4M | Sell |
197,533
-34,906
| -15% | -$4.27M | 0.01% | 1429 |
|
|
2019
Q3 | $28.9M | Sell |
232,439
-22,799
| -9% | -$2.94M | 0.01% | 1313 |
|
|
2019
Q2 | $32.8M | Buy |
255,238
+25,650
| +11% | +$3.09M | 0.01% | 1226 |
|
|
2019
Q1 | $23.8M | Buy |
229,588
+71,039
| +45% | +$7.13M | 0.01% | 1427 |
|
|
2018
Q4 | $15.3M | Sell |
158,549
-330,602
| -68% | -$35.8M | ﹤0.01% | 1688 |
|
|
2018
Q3 | $64.5M | Sell |
489,151
-200,045
| -29% | -$25.4M | 0.01% | 895 |
|
|
2018
Q2 | $79.3M | Buy |
689,196
+213,355
| +45% | +$24.1M | 0.02% | 740 |
|
|
2018
Q1 | $52.2M | Buy |
475,841
+19,897
| +4% | +$1.98M | 0.01% | 911 |
|
|
2017
Q4 | $41.3M | Sell |
455,944
-47,520
| -9% | -$4.15M | 0.01% | 1083 |
|
|
2017
Q3 | $40.6M | Buy |
503,464
+71,106
| +16% | +$5.48M | 0.01% | 1056 |
|
|
2017
Q2 | $32.7M | Sell |
432,358
-52,745
| -11% | -$3.81M | 0.01% | 1140 |
|
|
2017
Q1 | $33M | Buy |
485,103
+101,392
| +26% | +$6.87M | 0.01% | 1154 |
|
|
2016
Q4 | $25.4M | Sell |
383,711
-127,739
| -25% | -$8.31M | 0.01% | 1306 |
|
|
2016
Q3 | $34.7M | Sell |
511,450
-105,984
| -17% | -$7.23M | 0.01% | 1014 |
|
|
2016
Q2 | $40.3M | Sell |
617,434
-188,127
| -23% | -$11.7M | 0.01% | 954 |
|
|
2016
Q1 | $47.8M | Buy |
805,561
+92,585
| +13% | +$5.05M | 0.01% | 837 |
|
|
2015
Q4 | $38.3M | Buy |
712,976
+41,149
| +6% | +$2.31M | 0.01% | 942 |
|
|
2015
Q3 | $37.2M | Sell |
671,827
-81,796
| -11% | -$4.4M | 0.01% | 925 |
|
|
2015
Q2 | $37.7M | Buy |
753,623
+149,616
| +25% | +$7.97M | 0.01% | 1025 |
|
|
2015
Q1 | $33.2M | Buy |
604,007
+147,551
| +32% | +$7.5M | 0.01% | 1108 |
|
|
2014
Q4 | $21.1M | Sell |
456,456
-50,266
| -10% | -$2.2M | 0.01% | 1436 |
|
|
2014
Q3 | $21.1M | Buy |
506,722
+95,172
| +23% | +$3.96M | 0.01% | 1409 |
|
|
2014
Q2 | $17.1M | Buy |
411,550
+75,327
| +22% | +$2.95M | ﹤0.01% | 1435 |
|
|
2014
Q1 | $12.5M | Buy |
336,223
+172,649
| +106% | +$6.47M | ﹤0.01% | 1601 |
|
|
2013
Q4 | $6.47M | Buy |
163,574
+29,362
| +22% | +$1.06M | ﹤0.01% | 2011 |
|
|
2013
Q3 | $4.26M | Buy |
134,212
+30,739
| +30% | +$914K | ﹤0.01% | 2292 |
|
|
2013
Q2 | $2.75M | Buy |
+103,473
| New | +$2.66M | ﹤0.01% | 2570 |
|
Other funds holding BR
VCM
VPM
