JP Morgan Chase’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105M | Buy |
1,189,593
+121,778
| +11% | +$11.1M | 0.01% | 960 |
|
|
2025
Q4 | $94.2M | Buy |
1,067,815
+90,190
| +9% | +$7.61M | 0.01% | 970 |
|
|
2025
Q3 | $81.1M | Sell |
977,625
-46,225
| -5% | -$3.69M | 0.01% | 1109 |
|
|
2025
Q2 | $81.3M | Sell |
1,023,850
-245,826
| -19% | -$18.9M | 0.01% | 1046 |
|
|
2025
Q1 | $107M | Sell |
1,269,676
-709,882
| -36% | -$59M | 0.01% | 895 |
|
|
2024
Q4 | $153M | Sell |
1,979,558
-483,004
| -20% | -$40.7M | 0.01% | 756 |
|
|
2024
Q3 | $212M | Buy |
2,462,562
+118,722
| +5% | +$9.59M | 0.02% | 663 |
|
|
2024
Q2 | $184M | Buy |
2,343,840
+86,512
| +4% | +$7.03M | 0.02% | 685 |
|
|
2024
Q1 | $195M | Buy |
2,257,328
+1,852,667
| +458% | +$149M | 0.02% | 664 |
|
|
2023
Q4 | $31.8M | Sell |
404,661
-85,868
| -18% | -$6.22M | ﹤0.01% | 1494 |
|
|
2023
Q3 | $35.4M | Buy |
490,529
+17,122
| +4% | +$1.33M | ﹤0.01% | 1287 |
|
|
2023
Q2 | $35.9M | Sell |
473,407
-8,155
| -2% | -$588K | ﹤0.01% | 1278 |
|
|
2023
Q1 | $35.8M | Buy |
481,562
+63,123
| +15% | +$5.36M | ﹤0.01% | 1267 |
|
|
2022
Q4 | $35.1M | Sell |
418,439
-15,886
| -4% | -$1.36M | 0.01% | 1296 |
|
|
2022
Q3 | $31.3M | Buy |
434,325
+16,022
| +4% | +$1.15M | ﹤0.01% | 1294 |
|
|
2022
Q2 | $27.9M | Buy |
418,303
+36,899
| +10% | +$2.6M | ﹤0.01% | 1369 |
|
|
2022
Q1 | $28M | Sell |
381,404
-924
| -0.2% | -$66.9K | ﹤0.01% | 1511 |
|
|
2021
Q4 | $27.7M | Sell |
382,328
-29,377
| -7% | -$2.05M | ﹤0.01% | 1550 |
|
|
2021
Q3 | $26.5M | Sell |
411,705
-24,582
| -6% | -$1.58M | ﹤0.01% | 1559 |
|
|
2021
Q2 | $27.6M | Buy |
436,287
+27,168
| +7% | +$1.74M | ﹤0.01% | 1578 |
|
|
2021
Q1 | $24.5M | Sell |
409,119
-13,714
| -3% | -$764K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $21M | Buy |
422,833
+67,284
| +19% | +$3.08M | ﹤0.01% | 1583 |
|
|
2020
Q3 | $14.2M | Sell |
355,549
-141,712
| -28% | -$6.04M | ﹤0.01% | 1748 |
|
|
2020
Q2 | $20.7M | Sell |
497,261
-939,062
| -65% | -$34.3M | ﹤0.01% | 1358 |
|
|
2020
Q1 | $45M | Buy |
1,436,323
+142,314
| +11% | +$6.73M | 0.01% | 849 |
|
|
2019
Q4 | $71.2M | Sell |
1,294,009
-114,790
| -8% | -$6.28M | 0.01% | 795 |
|
|
2019
Q3 | $80.5M | Sell |
1,408,799
-217,890
| -13% | -$12.3M | 0.02% | 741 |
|
|
2019
Q2 | $92.4M | Sell |
1,626,689
-932,998
| -36% | -$51.4M | 0.02% | 701 |
|
|
2019
Q1 | $128M | Sell |
2,559,687
-2,629,520
| -51% | -$130M | 0.03% | 576 |
|
|
2018
Q4 | $229M | Sell |
5,189,207
-3,403,121
| -40% | -$168M | 0.06% | 357 |
|
|
2018
Q3 | $503M | Sell |
8,592,328
-1,212,165
| -12% | -$67.6M | 0.1% | 223 |
|
|
2018
Q2 | $519M | Buy |
9,804,493
+8,023,624
| +451% | +$466M | 0.12% | 194 |
|
|
2018
Q1 | $108M | Buy |
1,780,869
+1,367,946
| +331% | +$90M | 0.02% | 601 |
|
|
2017
Q4 | $29.1M | Buy |
412,923
+69,279
| +20% | +$4.77M | 0.01% | 1299 |
|
|
2017
Q3 | $22M | Sell |
343,644
-179,097
| -34% | -$11.5M | 0.01% | 1432 |
|
|
2017
Q2 | $33.5M | Sell |
522,741
-188,797
| -27% | -$12M | 0.01% | 1129 |
|
|
2017
Q1 | $44.9M | Sell |
711,538
-78,503
| -10% | -$4.79M | 0.01% | 989 |
|
|
2016
Q4 | $45.7M | Buy |
790,041
+124,330
| +19% | +$6.97M | 0.01% | 942 |
|
|
2016
Q3 | $34.3M | Sell |
665,711
-201,100
| -23% | -$9.4M | 0.01% | 1022 |
|
|
2016
Q2 | $35.6M | Buy |
866,811
+224,437
| +35% | +$9.47M | 0.01% | 1011 |
|
|
2016
Q1 | $25.3M | Buy |
642,374
+20,704
| +3% | +$797K | 0.01% | 1186 |
|
|
2015
Q4 | $28M | Buy |
621,670
+72,743
| +13% | +$3.55M | 0.01% | 1116 |
|
|
2015
Q3 | $26M | Sell |
548,927
-761,023
| -58% | -$39.4M | 0.01% | 1105 |
|
|
2015
Q2 | $67.2M | Buy |
1,309,950
+705,029
| +117% | +$36.6M | 0.02% | 755 |
|
|
2015
Q1 | $31.1M | Sell |
604,921
-10,284
| -2% | -$517K | 0.01% | 1147 |
|
|
2014
Q4 | $32M | Sell |
615,205
-85,250
| -12% | -$4.42M | 0.01% | 1191 |
|
|
2014
Q3 | $36.8M | Buy |
700,455
+291,790
| +71% | +$15.3M | 0.01% | 1081 |
|
|
2014
Q2 | $20.6M | Sell |
408,665
-15,065
| -4% | -$709K | 0.01% | 1326 |
|
|
2014
Q1 | $19.5M | Sell |
423,730
-266,518
| -39% | -$12.2M | 0.01% | 1338 |
|
|
2013
Q4 | $34M | Sell |
690,248
-19,837
| -3% | -$942K | 0.01% | 1006 |
|
|
2013
Q3 | $30.4M | Buy |
710,085
+64,870
| +10% | +$2.71M | 0.01% | 1070 |
|
|
2013
Q2 | $24.2M | Buy |
+645,215
| New | +$23.6M | 0.01% | 1139 |
|
Other funds holding PFG
NLI
VCM
VPM
