JP Morgan Chase’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.54M | Sell |
242,921
-45,156
| -16% | -$1.45M | ﹤0.01% | 2945 |
|
|
2025
Q4 | $8.98M | Sell |
288,077
-89,663
| -24% | -$2.64M | ﹤0.01% | 2781 |
|
|
2025
Q3 | $10.3M | Buy |
377,740
+34,906
| +10% | +$931K | ﹤0.01% | 2691 |
|
|
2025
Q2 | $8.8M | Buy |
342,834
+12,181
| +4% | +$304K | ﹤0.01% | 2670 |
|
|
2025
Q1 | $8.25M | Buy |
330,653
+269,169
| +438% | +$7.27M | ﹤0.01% | 2709 |
|
|
2024
Q4 | $1.68M | Buy |
61,484
+43,376
| +240% | +$1.14M | ﹤0.01% | 4285 |
|
|
2024
Q3 | $461K | Buy |
18,108
+4,461
| +33% | +$107K | ﹤0.01% | 4951 |
|
|
2024
Q2 | $264K | Sell |
13,647
-78,737
| -85% | -$1.4M | ﹤0.01% | 5008 |
|
|
2024
Q1 | $1.74M | Sell |
92,384
-31,864
| -26% | -$630K | ﹤0.01% | 3951 |
|
|
2023
Q4 | $2.65M | Buy |
124,248
+35,587
| +40% | +$635K | ﹤0.01% | 3615 |
|
|
2023
Q3 | $1.49M | Sell |
88,661
-7,454
| -8% | -$131K | ﹤0.01% | 3784 |
|
|
2023
Q2 | $1.51M | Sell |
96,115
-4,207
| -4% | -$71.2K | ﹤0.01% | 3752 |
|
|
2023
Q1 | $1.93M | Sell |
100,322
-61,198
| -38% | -$1.43M | ﹤0.01% | 3567 |
|
|
2022
Q4 | $3.93M | Buy |
161,520
+4,433
| +3% | +$109K | ﹤0.01% | 3019 |
|
|
2022
Q3 | $3.78M | Sell |
157,087
-6,168
| -4% | -$160K | ﹤0.01% | 2979 |
|
|
2022
Q2 | $4.25M | Buy |
163,255
+4,627
| +3% | +$129K | ﹤0.01% | 2924 |
|
|
2022
Q1 | $4.78M | Sell |
158,628
-27,440
| -15% | -$881K | ﹤0.01% | 3047 |
|
|
2021
Q4 | $5.92M | Buy |
186,068
+3,613
| +2% | +$115K | ﹤0.01% | 2915 |
|
|
2021
Q3 | $5.59M | Sell |
182,455
-8,307
| -4% | -$251K | ﹤0.01% | 2942 |
|
|
2021
Q2 | $5.72M | Sell |
190,762
-38,020
| -17% | -$1.19M | ﹤0.01% | 2943 |
|
|
2021
Q1 | $6.93M | Sell |
228,782
-45,802
| -17% | -$1.24M | ﹤0.01% | 2698 |
|
|
2020
Q4 | $6.18M | Buy |
274,584
+2,497
| +0.9% | +$48.4K | ﹤0.01% | 2622 |
|
|
2020
Q3 | $4.2M | Sell |
272,087
-25,703
| -9% | -$422K | ﹤0.01% | 2710 |
|
|
2020
Q2 | $5.54M | Sell |
297,790
-22,019
| -7% | -$384K | ﹤0.01% | 2386 |
|
|
2020
Q1 | $5.8M | Sell |
319,809
-30,001
| -9% | -$804K | ﹤0.01% | 2135 |
|
|
2019
Q4 | $11.2M | Sell |
349,810
-24,836
| -7% | -$783K | ﹤0.01% | 2023 |
|
|
2019
Q3 | $11.3M | Buy |
374,646
+20,342
| +6% | +$596K | ﹤0.01% | 2038 |
|
|
2019
Q2 | $10.1M | Buy |
354,304
+154
| +0% | +$4.29K | ﹤0.01% | 2100 |
|
|
2019
Q1 | $9.63M | Sell |
354,150
-2,244
| -0.6% | -$63.1K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $9.16M | Buy |
356,394
+1,109
| +0.3% | +$31.4K | ﹤0.01% | 2089 |
|
|
2018
Q3 | $11.2M | Sell |
355,285
-536
| -0.2% | -$17.3K | ﹤0.01% | 2109 |
|
|
2018
Q2 | $11.7M | Sell |
355,821
-40,359
| -10% | -$1.29M | ﹤0.01% | 2011 |
|
|
2018
Q1 | $11.7M | Sell |
396,180
-41,275
| -9% | -$1.3M | ﹤0.01% | 1909 |
|
|
2017
Q4 | $13.6M | Sell |
437,455
-44,803
| -9% | -$1.41M | ﹤0.01% | 1874 |
|
|
2017
Q3 | $13.7M | Sell |
482,258
-37,265
| -7% | -$1.05M | ﹤0.01% | 1753 |
|
|
2017
Q2 | $15.5M | Buy |
519,523
+15,283
| +3% | +$484K | ﹤0.01% | 1630 |
|
|
2017
Q1 | $16.6M | Buy |
504,240
+212,141
| +73% | +$7.08M | ﹤0.01% | 1581 |
|
|
2016
Q4 | $9.99M | Buy |
292,099
+75,306
| +35% | +$2.24M | ﹤0.01% | 1914 |
|
|
2016
Q3 | $5.88M | Buy |
216,793
+6,371
| +3% | +$170K | ﹤0.01% | 2127 |
|
|
2016
Q2 | $5.49M | Sell |
210,422
-7,113
| -3% | -$196K | ﹤0.01% | 2227 |
|
|
2016
Q1 | $6.32M | Sell |
217,535
-3,375
| -2% | -$92.1K | ﹤0.01% | 2064 |
|
|
2015
Q4 | $6.18M | Sell |
220,910
-1,700
| -0.8% | -$45.3K | ﹤0.01% | 2090 |
|
|
2015
Q3 | $5.52M | Buy |
222,610
+2,868
| +1% | +$70.3K | ﹤0.01% | 2163 |
|
|
2015
Q2 | $5.46M | Sell |
219,742
-587
| -0.3% | -$13.9K | ﹤0.01% | 2336 |
|
|
2015
Q1 | $5.05M | Sell |
220,329
-3,650
| -2% | -$84.4K | ﹤0.01% | 2341 |
|
|
2014
Q4 | $5.63M | Sell |
223,979
-2,250
| -1% | -$54.8K | ﹤0.01% | 2333 |
|
|
2014
Q3 | $5.09M | Sell |
226,229
-1,600
| -0.7% | -$36.8K | ﹤0.01% | 2363 |
|
|
2014
Q2 | $5.34M | Sell |
227,829
-4,700
| -2% | -$110K | ﹤0.01% | 2041 |
|
|
2014
Q1 | $5.35M | Buy |
232,529
+10,617
| +5% | +$236K | ﹤0.01% | 2043 |
|
|
2013
Q4 | $5.48M | Sell |
221,912
-475,771
| -68% | -$11.1M | ﹤0.01% | 2115 |
|
|
2013
Q3 | $14.3M | Buy |
697,683
+4,956
| +0.7% | +$101K | ﹤0.01% | 1524 |
|
|
2013
Q2 | $12.8M | Buy |
+692,727
| New | +$13.4M | ﹤0.01% | 1525 |
|
Other funds holding FISI
PCA
VCM
ACM
