JPMorgan Chase & Co’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.9M | Buy |
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|
2025
Q2 | $74.2M | Buy |
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|
2025
Q1 | $60.2M | Buy |
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|
2024
Q4 | $64.2M | Sell |
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|
2024
Q3 | $64.5M | Sell |
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|
2024
Q2 | $72.2M | Sell |
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|
2024
Q1 | $81.2M | Sell |
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|
2023
Q4 | $78M | Sell |
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|
2023
Q3 | $80.5M | Sell |
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|
2023
Q2 | $152M | Sell |
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|
2023
Q1 | $177M | Buy |
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|
2022
Q4 | $181M | Buy |
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|
2022
Q3 | $169M | Buy |
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|
2022
Q2 | $190M | Buy |
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|
2022
Q1 | $200M | Buy |
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|
2021
Q4 | $197M | Buy |
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|
2021
Q3 | $124M | Sell |
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|
2021
Q2 | $142M | Sell |
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|
2021
Q1 | $134M | Sell |
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|
2020
Q4 | $158M | Sell |
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|
2020
Q3 | $132M | Buy |
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|
2020
Q2 | $116M | Buy |
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|
2020
Q1 | $92M | Buy |
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|
2019
Q4 | $108M | Buy |
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|
2019
Q3 | $100M | Buy |
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|
2019
Q2 | $97.6M | Buy |
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|
2019
Q1 | $84.4M | Buy |
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|
2018
Q4 | $69.9M | Buy |
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|
2018
Q3 | $74M | Sell |
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|
2018
Q2 | $83.1M | Sell |
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|
2018
Q1 | $81.3M | Sell |
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|
2017
Q4 | $85.9M | Sell |
|
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|
2017
Q3 | $85.9M | Sell |
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|
2017
Q2 | $102M | Sell |
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|
2017
Q1 | $110M | Buy |
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|
2016
Q4 | $94.1M | Buy |
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|
2016
Q3 | $76.7M | Buy |
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|
2016
Q2 | $66.8M | Buy |
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|
2016
Q1 | $65.8M | Buy |
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|
2015
Q4 | $55.4M | Sell |
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|
2015
Q3 | $56.7M | Sell |
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|
2015
Q2 | $59.8M | Buy |
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|
2015
Q1 | $55.2M | Buy |
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|
2014
Q4 | $45.5M | Buy |
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|
2014
Q3 | $43.8M | Buy |
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|
2014
Q2 | $40.4M | Buy |
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|
2014
Q1 | $39.9M | Sell |
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|
2013
Q4 | $39.5M | Buy |
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|
2013
Q3 | $39.5M | Buy |
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|
2013
Q2 | $37.6M | Buy |
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