JPMorgan Chase & Co’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187M | Sell |
418,740
-87,021
| -17% | -$38.9M | 0.01% | 662 |
|
|
2025
Q1 | $230M | Buy |
505,761
+4,693
| +0.9% | +$2.13M | 0.02% | 596 |
|
|
2024
Q4 | $241M | Buy |
501,068
+7,718
| +2% | +$3.71M | 0.02% | 558 |
|
|
2024
Q3 | $227M | Buy |
493,350
+52,741
| +12% | +$24.3M | 0.02% | 600 |
|
|
2024
Q2 | $180M | Sell |
440,609
-130,539
| -23% | -$53.3M | 0.01% | 655 |
|
|
2024
Q1 | $260M | Buy |
571,148
+18,995
| +3% | +$8.63M | 0.02% | 538 |
|
|
2023
Q4 | $263M | Buy |
552,153
+48,686
| +10% | +$23.2M | 0.03% | 498 |
|
|
2023
Q3 | $220M | Buy |
503,467
+66,986
| +15% | +$29.3M | 0.02% | 493 |
|
|
2023
Q2 | $175M | Sell |
436,481
-73,460
| -14% | -$29.4M | 0.02% | 581 |
|
|
2023
Q1 | $212M | Buy |
509,941
+31,964
| +7% | +$13.3M | 0.03% | 492 |
|
|
2022
Q4 | $192M | Buy |
477,977
+84,788
| +22% | +$34M | 0.03% | 491 |
|
|
2022
Q3 | $157M | Buy |
393,189
+215,375
| +121% | +$86.2M | 0.02% | 527 |
|
|
2022
Q2 | $68.4M | Buy |
177,814
+12,197
| +7% | +$4.69M | 0.01% | 847 |
|
|
2022
Q1 | $71.9M | Buy |
165,617
+31,867
| +24% | +$13.8M | 0.01% | 914 |
|
|
2021
Q4 | $65M | Sell |
133,750
-52,006
| -28% | -$25.3M | 0.01% | 972 |
|
|
2021
Q3 | $73.3M | Sell |
185,756
-21,878
| -11% | -$8.64M | 0.01% | 931 |
|
|
2021
Q2 | $69.7M | Sell |
207,634
-13,242
| -6% | -$4.44M | 0.01% | 992 |
|
|
2021
Q1 | $68.2M | Buy |
220,876
+10,694
| +5% | +$3.3M | 0.01% | 964 |
|
|
2020
Q4 | $69.9M | Sell |
210,182
-130,506
| -38% | -$43.4M | 0.01% | 852 |
|
|
2020
Q3 | $114M | Sell |
340,688
-51,709
| -13% | -$17.3M | 0.02% | 608 |
|
|
2020
Q2 | $129M | Sell |
392,397
-34,579
| -8% | -$11.4M | 0.02% | 540 |
|
|
2020
Q1 | $111M | Sell |
426,976
-28,507
| -6% | -$7.43M | 0.03% | 507 |
|
|
2019
Q4 | $122M | Sell |
455,483
-72,478
| -14% | -$19.4M | 0.02% | 557 |
|
|
2019
Q3 | $128M | Buy |
527,961
+50,547
| +11% | +$12.3M | 0.03% | 545 |
|
|
2019
Q2 | $136M | Sell |
477,414
-29,231
| -6% | -$8.34M | 0.03% | 538 |
|
|
2019
Q1 | $126M | Buy |
506,645
+27,727
| +6% | +$6.88M | 0.03% | 538 |
|
|
2018
Q4 | $95.8M | Buy |
478,918
+16,419
| +4% | +$3.29M | 0.02% | 581 |
|
|
2018
Q3 | $103M | Sell |
462,499
-52,856
| -10% | -$11.8M | 0.02% | 623 |
|
|
2018
Q2 | $102M | Buy |
515,355
+85,781
| +20% | +$17M | 0.02% | 605 |
|
|
2018
Q1 | $85.7M | Sell |
429,574
-1,925
| -0.4% | -$384K | 0.02% | 656 |
|
|
2017
Q4 | $83.2M | Sell |
431,499
-65,711
| -13% | -$12.7M | 0.02% | 680 |
|
|
2017
Q3 | $89M | Sell |
497,210
-2,938
| -0.6% | -$526K | 0.02% | 623 |
|
|
2017
Q2 | $83.1M | Buy |
500,148
+32,742
| +7% | +$5.44M | 0.02% | 647 |
|
|
2017
Q1 | $77.1M | Buy |
467,406
+47,045
| +11% | +$7.76M | 0.02% | 665 |
|
|
2016
Q4 | $68.7M | Buy |
420,361
+114,748
| +38% | +$18.8M | 0.02% | 670 |
|
|
2016
Q3 | $49.5M | Sell |
305,613
-29,196
| -9% | -$4.73M | 0.01% | 772 |
|
|
2016
Q2 | $54M | Buy |
334,809
+31,178
| +10% | +$5.03M | 0.01% | 730 |
|
|
2016
Q1 | $46M | Buy |
303,631
+22,733
| +8% | +$3.44M | 0.01% | 773 |
|
|
2015
Q4 | $45.7M | Buy |
280,898
+6,800
| +2% | +$1.11M | 0.01% | 766 |
|
|
2015
Q3 | $43.8M | Sell |
274,098
-23,555
| -8% | -$3.76M | 0.01% | 780 |
|
|
2015
Q2 | $48.4M | Sell |
297,653
-15,504
| -5% | -$2.52M | 0.01% | 825 |
|
|
2015
Q1 | $49.9M | Sell |
313,157
-1,199
| -0.4% | -$191K | 0.01% | 844 |
|
|
2014
Q4 | $44.2M | Sell |
314,356
-5,740
| -2% | -$808K | 0.01% | 898 |
|
|
2014
Q3 | $38.9M | Sell |
320,096
-46,138
| -13% | -$5.61M | 0.01% | 938 |
|
|
2014
Q2 | $44.1M | Buy |
366,234
+29,886
| +9% | +$3.59M | 0.01% | 903 |
|
|
2014
Q1 | $36.3M | Buy |
336,348
+89,612
| +36% | +$9.66M | 0.01% | 972 |
|
|
2013
Q4 | $26.8M | Buy |
246,736
+7,369
| +3% | +$800K | 0.01% | 1098 |
|
|
2013
Q3 | $26.1M | Buy |
239,367
+10,699
| +5% | +$1.17M | 0.01% | 1088 |
|
|
2013
Q2 | $23.3M | Buy |
+228,668
| New | +$23.3M | 0.01% | 1087 |
|