JP Morgan Chase’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $406M | Buy |
763,428
+95,912
| +14% | +$54.1M | 0.03% | 464 |
|
|
2025
Q4 | $383M | Sell |
667,516
-401,664
| -38% | -$225M | 0.03% | 474 |
|
|
2025
Q3 | $607M | Buy |
1,069,180
+282,859
| +36% | +$160M | 0.04% | 390 |
|
|
2025
Q2 | $454M | Buy |
786,321
+170,551
| +28% | +$94.4M | 0.03% | 437 |
|
|
2025
Q1 | $348M | Buy |
615,770
+47,936
| +8% | +$27.9M | 0.03% | 487 |
|
|
2024
Q4 | $341M | Buy |
567,834
+31,623
| +6% | +$19M | 0.03% | 489 |
|
|
2024
Q3 | $313M | Buy |
536,211
+23,050
| +4% | +$12.5M | 0.03% | 528 |
|
|
2024
Q2 | $247M | Buy |
513,161
+35,967
| +8% | +$17.8M | 0.02% | 580 |
|
|
2024
Q1 | $267M | Sell |
477,194
-305,230
| -39% | -$172M | 0.02% | 562 |
|
|
2023
Q4 | $443M | Sell |
782,424
-10,810
| -1% | -$5.58M | 0.05% | 386 |
|
|
2023
Q3 | $407M | Sell |
793,234
-4,786
| -0.6% | -$2.51M | 0.05% | 357 |
|
|
2023
Q2 | $375M | Sell |
798,020
-483,814
| -38% | -$236M | 0.04% | 377 |
|
|
2023
Q1 | $717M | Buy |
1,281,834
+311,370
| +32% | +$165M | 0.09% | 238 |
|
|
2022
Q4 | $451M | Buy |
970,464
+113,297
| +13% | +$52.7M | 0.06% | 314 |
|
|
2022
Q3 | $362M | Sell |
857,167
-16,514
| -2% | -$7.56M | 0.06% | 341 |
|
|
2022
Q2 | $360M | Buy |
873,681
+81,436
| +10% | +$35.5M | 0.05% | 351 |
|
|
2022
Q1 | $398M | Sell |
792,245
-80,700
| -9% | -$41.8M | 0.05% | 366 |
|
|
2021
Q4 | $535M | Buy |
872,945
+8,753
| +1% | +$5.49M | 0.07% | 315 |
|
|
2021
Q3 | $526M | Sell |
864,192
-27,462
| -3% | -$16.8M | 0.07% | 301 |
|
|
2021
Q2 | $475M | Buy |
891,654
+61,250
| +7% | +$29.2M | 0.06% | 349 |
|
|
2021
Q1 | $348M | Sell |
830,404
-161,199
| -16% | -$67.7M | 0.05% | 402 |
|
|
2020
Q4 | $443M | Sell |
991,603
-23,218
| -2% | -$9.11M | 0.07% | 298 |
|
|
2020
Q3 | $361M | Buy |
1,014,821
+65,110
| +7% | +$23.6M | 0.07% | 310 |
|
|
2020
Q2 | $317M | Buy |
949,711
+179,431
| +23% | +$58M | 0.06% | 311 |
|
|
2020
Q1 | $223M | Sell |
770,280
-184,359
| -19% | -$52.2M | 0.06% | 334 |
|
|
2019
Q4 | $246M | Sell |
954,639
-260,994
| -21% | -$63.6M | 0.05% | 378 |
|
|
2019
Q3 | $265M | Buy |
1,215,633
+190,609
| +19% | +$44.2M | 0.06% | 354 |
|
|
2019
Q2 | $240M | Buy |
1,025,024
+296,907
| +41% | +$66.6M | 0.05% | 392 |
|
|
2019
Q1 | $145M | Buy |
728,117
+502,999
| +223% | +$87.5M | 0.03% | 527 |
|
|
2018
Q4 | $33.2M | Sell |
225,118
-329,680
| -59% | -$50.2M | 0.01% | 1125 |
|
|
2018
Q3 | $98.4M | Buy |
554,798
+15,474
| +3% | +$2.69M | 0.02% | 696 |
|
|
2018
Q2 | $89.2M | Sell |
539,324
-124,617
| -19% | -$19.7M | 0.02% | 700 |
|
|
2018
Q1 | $99.2M | Sell |
663,941
-358,966
| -35% | -$51.4M | 0.02% | 629 |
|
|
2017
Q4 | $129M | Sell |
1,022,907
-56,003
| -5% | -$6.99M | 0.03% | 546 |
|
|
2017
Q3 | $126M | Sell |
1,078,910
-68,437
| -6% | -$7.59M | 0.03% | 539 |
|
|
2017
Q2 | $118M | Buy |
1,147,347
+129,131
| +13% | +$13M | 0.03% | 559 |
|
|
2017
Q1 | $99M | Sell |
1,018,216
-281,975
| -22% | -$25.5M | 0.02% | 632 |
|
|
2016
Q4 | $102M | Buy |
1,300,191
+81,380
| +7% | +$6.56M | 0.03% | 581 |
|
|
2016
Q3 | $102M | Sell |
1,218,811
-107,781
| -8% | -$9.16M | 0.03% | 547 |
|
|
2016
Q2 | $102M | Buy |
1,326,592
+131,172
| +11% | +$9.93M | 0.03% | 558 |
|
|
2016
Q1 | $88.6M | Buy |
1,195,420
+205,728
| +21% | +$14.2M | 0.02% | 578 |
|
|
2015
Q4 | $71.4M | Buy |
989,692
+509,129
| +106% | +$34M | 0.02% | 666 |
|
|
2015
Q3 | $28.6M | Buy |
480,563
+168,397
| +54% | +$10.6M | 0.01% | 1044 |
|
|
2015
Q2 | $19.2M | Buy |
312,166
+290,285
| +1,327% | +$18M | ﹤0.01% | 1432 |
|
|
2015
Q1 | $1.34M | Buy |
+21,881
| New | +$1.22M | ﹤0.01% | 3070 |
|
|
2014
Q4 | – | Sell |
-149,972
| Closed | -$7.05M | – | 4317 |
|
|
2014
Q3 | $7.05M | Sell |
149,972
-56,624
| -27% | -$2.62M | ﹤0.01% | 2150 |
|
|
2014
Q2 | $9.47M | Buy |
206,596
+52,383
| +34% | +$2.26M | ﹤0.01% | 1774 |
|
|
2014
Q1 | $6.63M | Buy |
154,213
+3,245
| +2% | +$142K | ﹤0.01% | 1932 |
|
|
2013
Q4 | $6.6M | Sell |
150,968
-97,664
| -39% | -$4.11M | ﹤0.01% | 2001 |
|
|
2013
Q3 | $10M | Buy |
248,632
+135,118
| +119% | +$5.05M | ﹤0.01% | 1755 |
|
|
2013
Q2 | $3.78M | Buy |
+113,514
| New | +$3.83M | ﹤0.01% | 2336 |
|
Other funds holding MSCI
VCM
VPM
