JPMorgan Chase & Co’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $127M | Buy |
3,730,777
+1,466,234
| +65% | +$50.1M | 0.01% | 770 |
|
2025
Q1 | $69.9M | Sell |
2,264,543
-68,932
| -3% | -$2.13M | 0.01% | 1019 |
|
2024
Q4 | $73.7M | Sell |
2,333,475
-531,314
| -19% | -$16.8M | 0.01% | 990 |
|
2024
Q3 | $93.8M | Sell |
2,864,789
-42,856
| -1% | -$1.4M | 0.01% | 902 |
|
2024
Q2 | $76.9M | Buy |
2,907,645
+373,760
| +15% | +$9.88M | 0.01% | 957 |
|
2024
Q1 | $71.8M | Sell |
2,533,885
-831,258
| -25% | -$23.5M | 0.01% | 1021 |
|
2023
Q4 | $86.2M | Sell |
3,365,143
-40,376
| -1% | -$1.03M | 0.01% | 883 |
|
2023
Q3 | $82.4M | Buy |
3,405,519
+190,165
| +6% | +$4.6M | 0.01% | 814 |
|
2023
Q2 | $94.5M | Buy |
3,215,354
+1,124,278
| +54% | +$33M | 0.01% | 807 |
|
2023
Q1 | $56M | Buy |
2,091,076
+1,436,539
| +219% | +$38.5M | 0.01% | 962 |
|
2022
Q4 | $20.4M | Sell |
654,537
-39,053
| -6% | -$1.22M | ﹤0.01% | 1425 |
|
2022
Q3 | $16.9M | Buy |
693,590
+83,928
| +14% | +$2.05M | ﹤0.01% | 1494 |
|
2022
Q2 | $15.3M | Buy |
609,662
+342,286
| +128% | +$8.61M | ﹤0.01% | 1618 |
|
2022
Q1 | $7.77M | Buy |
267,376
+14,643
| +6% | +$426K | ﹤0.01% | 2245 |
|
2021
Q4 | $6.62M | Buy |
252,733
+4,840
| +2% | +$127K | ﹤0.01% | 2382 |
|
2021
Q3 | $5.87M | Sell |
247,893
-1,920,746
| -89% | -$45.5M | ﹤0.01% | 2476 |
|
2021
Q2 | $55.4M | Buy |
2,168,639
+1,810,717
| +506% | +$46.3M | 0.01% | 1082 |
|
2021
Q1 | $8.22M | Buy |
357,922
+181,219
| +103% | +$4.16M | ﹤0.01% | 2293 |
|
2020
Q4 | $3.19M | Buy |
176,703
+110,883
| +168% | +$2M | ﹤0.01% | 2689 |
|
2020
Q3 | $1.15M | Sell |
65,820
-227,973
| -78% | -$3.98M | ﹤0.01% | 3027 |
|
2020
Q2 | $6.1M | Sell |
293,793
-301,909
| -51% | -$6.27M | ﹤0.01% | 2037 |
|
2020
Q1 | $8.36M | Buy |
595,702
+150,983
| +34% | +$2.12M | ﹤0.01% | 1673 |
|
2019
Q4 | $7.46M | Buy |
444,719
+99,677
| +29% | +$1.67M | ﹤0.01% | 1957 |
|
2019
Q3 | $5.71M | Sell |
345,042
-38,543
| -10% | -$638K | ﹤0.01% | 2131 |
|
2019
Q2 | $6.73M | Buy |
383,585
+222,840
| +139% | +$3.91M | ﹤0.01% | 1963 |
|
2019
Q1 | $3.1M | Buy |
160,745
+989
| +0.6% | +$19.1K | ﹤0.01% | 2393 |
|
2018
Q4 | $2.7M | Sell |
159,756
-22,039
| -12% | -$372K | ﹤0.01% | 2480 |
|
2018
Q3 | $4.35M | Sell |
181,795
-1,531,139
| -89% | -$36.6M | ﹤0.01% | 2325 |
|
2018
Q2 | $42.8M | Buy |
1,712,934
+93,446
| +6% | +$2.34M | 0.01% | 955 |
|
2018
Q1 | $33.3M | Buy |
1,619,488
+1,602,021
| +9,172% | +$32.9M | 0.01% | 1084 |
|
2017
Q4 | $369K | Sell |
17,467
-674,823
| -97% | -$14.3M | ﹤0.01% | 3468 |
|
2017
Q3 | $13M | Sell |
692,290
-674,318
| -49% | -$12.7M | ﹤0.01% | 1581 |
|
2017
Q2 | $24.9M | Buy |
1,366,608
+1,323,099
| +3,041% | +$24.1M | 0.01% | 1184 |
|
2017
Q1 | $710K | Sell |
43,509
-8,073
| -16% | -$132K | ﹤0.01% | 3019 |
|
2016
Q4 | $715K | Buy |
51,582
+31,521
| +157% | +$437K | ﹤0.01% | 3120 |
|
2016
Q3 | $316K | Buy |
20,061
+19,361
| +2,766% | +$305K | ﹤0.01% | 3134 |
|
2016
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 3878 |
|
2016
Q1 | $9K | Hold |
700
| – | – | ﹤0.01% | 3769 |
|
2015
Q4 | $10K | Sell |
700
-402,792
| -100% | -$5.75M | ﹤0.01% | 3613 |
|
2015
Q3 | $5.08M | Buy |
+403,492
| New | +$5.08M | ﹤0.01% | 1950 |
|