JPMorgan Chase & Co’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
342,834
+12,181
| +4% | +$313K | ﹤0.01% | 2310 |
|
|
2025
Q1 | $8.25M | Buy |
330,653
+269,169
| +438% | +$6.72M | ﹤0.01% | 2313 |
|
|
2024
Q4 | $1.68M | Buy |
61,484
+43,376
| +240% | +$1.18M | ﹤0.01% | 3506 |
|
|
2024
Q3 | $461K | Buy |
18,108
+4,461
| +33% | +$114K | ﹤0.01% | 4064 |
|
|
2024
Q2 | $264K | Sell |
13,647
-78,737
| -85% | -$1.52M | ﹤0.01% | 4135 |
|
|
2024
Q1 | $1.74M | Sell |
92,384
-31,864
| -26% | -$600K | ﹤0.01% | 3235 |
|
|
2023
Q4 | $2.65M | Buy |
124,248
+35,587
| +40% | +$758K | ﹤0.01% | 2963 |
|
|
2023
Q3 | $1.49M | Sell |
88,661
-7,454
| -8% | -$125K | ﹤0.01% | 3186 |
|
|
2023
Q2 | $1.51M | Sell |
96,115
-4,207
| -4% | -$66.2K | ﹤0.01% | 3195 |
|
|
2023
Q1 | $1.93M | Sell |
100,322
-61,198
| -38% | -$1.18M | ﹤0.01% | 3058 |
|
|
2022
Q4 | $3.93M | Buy |
161,520
+4,433
| +3% | +$108K | ﹤0.01% | 2538 |
|
|
2022
Q3 | $3.78M | Sell |
157,087
-6,168
| -4% | -$148K | ﹤0.01% | 2522 |
|
|
2022
Q2 | $4.25M | Buy |
163,255
+4,627
| +3% | +$120K | ﹤0.01% | 2505 |
|
|
2022
Q1 | $4.78M | Sell |
158,628
-27,440
| -15% | -$827K | ﹤0.01% | 2599 |
|
|
2021
Q4 | $5.92M | Buy |
186,068
+3,613
| +2% | +$115K | ﹤0.01% | 2463 |
|
|
2021
Q3 | $5.59M | Sell |
182,455
-8,307
| -4% | -$255K | ﹤0.01% | 2507 |
|
|
2021
Q2 | $5.72M | Sell |
190,762
-38,020
| -17% | -$1.14M | ﹤0.01% | 2559 |
|
|
2021
Q1 | $6.93M | Sell |
228,782
-45,802
| -17% | -$1.39M | ﹤0.01% | 2414 |
|
|
2020
Q4 | $6.18M | Buy |
274,584
+2,497
| +0.9% | +$56.2K | ﹤0.01% | 2270 |
|
|
2020
Q3 | $4.2M | Sell |
272,087
-25,703
| -9% | -$397K | ﹤0.01% | 2330 |
|
|
2020
Q2 | $5.54M | Sell |
297,790
-22,019
| -7% | -$410K | ﹤0.01% | 2096 |
|
|
2020
Q1 | $5.8M | Sell |
319,809
-30,001
| -9% | -$544K | ﹤0.01% | 1889 |
|
|
2019
Q4 | $11.2M | Sell |
349,810
-24,836
| -7% | -$797K | ﹤0.01% | 1699 |
|
|
2019
Q3 | $11.3M | Buy |
374,646
+20,342
| +6% | +$614K | ﹤0.01% | 1717 |
|
|
2019
Q2 | $10.1M | Buy |
354,304
+154
| +0% | +$4.41K | ﹤0.01% | 1731 |
|
|
2019
Q1 | $9.63M | Sell |
354,150
-2,244
| -0.6% | -$61K | ﹤0.01% | 1737 |
|
|
2018
Q4 | $9.16M | Buy |
356,394
+1,109
| +0.3% | +$28.5K | ﹤0.01% | 1729 |
|
|
2018
Q3 | $11.2M | Sell |
355,285
-536
| -0.2% | -$16.8K | ﹤0.01% | 1789 |
|
|
2018
Q2 | $11.7M | Sell |
355,821
-40,359
| -10% | -$1.33M | ﹤0.01% | 1725 |
|
|
2018
Q1 | $11.7M | Sell |
396,180
-41,275
| -9% | -$1.22M | ﹤0.01% | 1682 |
|
|
2017
Q4 | $13.6M | Sell |
437,455
-44,803
| -9% | -$1.39M | ﹤0.01% | 1619 |
|
|
2017
Q3 | $13.7M | Sell |
482,258
-37,265
| -7% | -$1.06M | ﹤0.01% | 1544 |
|
|
2017
Q2 | $15.5M | Buy |
519,523
+15,283
| +3% | +$455K | ﹤0.01% | 1446 |
|
|
2017
Q1 | $16.6M | Buy |
504,240
+212,141
| +73% | +$6.99M | ﹤0.01% | 1393 |
|
|
2016
Q4 | $9.99M | Buy |
292,099
+75,306
| +35% | +$2.58M | ﹤0.01% | 1680 |
|
|
2016
Q3 | $5.88M | Buy |
216,793
+6,371
| +3% | +$173K | ﹤0.01% | 1891 |
|
|
2016
Q2 | $5.49M | Sell |
210,422
-7,113
| -3% | -$185K | ﹤0.01% | 1963 |
|
|
2016
Q1 | $6.32M | Sell |
217,535
-3,375
| -2% | -$98.1K | ﹤0.01% | 1837 |
|
|
2015
Q4 | $6.19M | Sell |
220,910
-1,700
| -0.8% | -$47.6K | ﹤0.01% | 1835 |
|
|
2015
Q3 | $5.52M | Buy |
222,610
+2,868
| +1% | +$71.1K | ﹤0.01% | 1912 |
|
|
2015
Q2 | $5.46M | Sell |
219,742
-587
| -0.3% | -$14.6K | ﹤0.01% | 2036 |
|
|
2015
Q1 | $5.05M | Sell |
220,329
-3,650
| -2% | -$83.7K | ﹤0.01% | 2101 |
|
|
2014
Q4 | $5.63M | Sell |
223,979
-2,250
| -1% | -$56.6K | ﹤0.01% | 1996 |
|
|
2014
Q3 | $5.09M | Sell |
226,229
-1,600
| -0.7% | -$36K | ﹤0.01% | 2018 |
|
|
2014
Q2 | $5.34M | Sell |
227,829
-4,700
| -2% | -$110K | ﹤0.01% | 1994 |
|
|
2014
Q1 | $5.35M | Buy |
232,529
+10,617
| +5% | +$244K | ﹤0.01% | 2010 |
|
|
2013
Q4 | $5.48M | Sell |
221,912
-475,771
| -68% | -$11.8M | ﹤0.01% | 1969 |
|
|
2013
Q3 | $14.3M | Buy |
697,683
+4,956
| +0.7% | +$101K | ﹤0.01% | 1440 |
|
|
2013
Q2 | $12.8M | Buy |
+692,727
| New | +$12.8M | ﹤0.01% | 1422 |
|