JPMorgan Chase & Co’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454M | Buy |
786,321
+170,551
| +28% | +$98.4M | 0.03% | 410 |
|
|
2025
Q1 | $348M | Buy |
615,770
+47,936
| +8% | +$27.1M | 0.03% | 462 |
|
|
2024
Q4 | $341M | Buy |
567,834
+31,623
| +6% | +$19M | 0.03% | 459 |
|
|
2024
Q3 | $313M | Buy |
536,211
+23,050
| +4% | +$13.4M | 0.02% | 499 |
|
|
2024
Q2 | $247M | Buy |
513,161
+35,967
| +8% | +$17.3M | 0.02% | 547 |
|
|
2024
Q1 | $267M | Sell |
477,194
-305,230
| -39% | -$171M | 0.02% | 529 |
|
|
2023
Q4 | $443M | Sell |
782,424
-10,810
| -1% | -$6.11M | 0.04% | 359 |
|
|
2023
Q3 | $407M | Sell |
793,234
-4,786
| -0.6% | -$2.46M | 0.04% | 335 |
|
|
2023
Q2 | $375M | Sell |
798,020
-483,814
| -38% | -$227M | 0.04% | 356 |
|
|
2023
Q1 | $717M | Buy |
1,281,834
+311,370
| +32% | +$174M | 0.09% | 226 |
|
|
2022
Q4 | $451M | Buy |
970,464
+113,297
| +13% | +$52.7M | 0.06% | 297 |
|
|
2022
Q3 | $362M | Sell |
857,167
-16,514
| -2% | -$6.97M | 0.05% | 319 |
|
|
2022
Q2 | $360M | Buy |
873,681
+81,436
| +10% | +$33.6M | 0.05% | 330 |
|
|
2022
Q1 | $398M | Sell |
792,245
-80,700
| -9% | -$40.6M | 0.05% | 343 |
|
|
2021
Q4 | $535M | Buy |
872,945
+8,753
| +1% | +$5.36M | 0.06% | 293 |
|
|
2021
Q3 | $526M | Sell |
864,192
-27,462
| -3% | -$16.7M | 0.07% | 283 |
|
|
2021
Q2 | $475M | Buy |
891,654
+61,250
| +7% | +$32.7M | 0.06% | 329 |
|
|
2021
Q1 | $348M | Sell |
830,404
-161,199
| -16% | -$67.6M | 0.05% | 376 |
|
|
2020
Q4 | $443M | Sell |
991,603
-23,218
| -2% | -$10.4M | 0.07% | 277 |
|
|
2020
Q3 | $361M | Buy |
1,014,821
+65,110
| +7% | +$23.2M | 0.06% | 291 |
|
|
2020
Q2 | $317M | Buy |
949,711
+179,431
| +23% | +$59.9M | 0.06% | 297 |
|
|
2020
Q1 | $223M | Sell |
770,280
-184,359
| -19% | -$53.3M | 0.05% | 317 |
|
|
2019
Q4 | $246M | Sell |
954,639
-260,994
| -21% | -$67.4M | 0.05% | 353 |
|
|
2019
Q3 | $265M | Buy |
1,215,633
+190,609
| +19% | +$41.5M | 0.05% | 336 |
|
|
2019
Q2 | $240M | Buy |
1,025,024
+296,907
| +41% | +$69.5M | 0.05% | 372 |
|
|
2019
Q1 | $145M | Buy |
728,117
+502,999
| +223% | +$100M | 0.03% | 491 |
|
|
2018
Q4 | $33.2M | Sell |
225,118
-329,680
| -59% | -$48.6M | 0.01% | 978 |
|
|
2018
Q3 | $98.4M | Buy |
554,798
+15,474
| +3% | +$2.75M | 0.02% | 640 |
|
|
2018
Q2 | $89.2M | Sell |
539,324
-124,617
| -19% | -$20.6M | 0.02% | 651 |
|
|
2018
Q1 | $99.2M | Sell |
663,941
-358,966
| -35% | -$53.7M | 0.02% | 590 |
|
|
2017
Q4 | $129M | Sell |
1,022,907
-56,003
| -5% | -$7.09M | 0.03% | 507 |
|
|
2017
Q3 | $126M | Sell |
1,078,910
-68,437
| -6% | -$8.01M | 0.03% | 512 |
|
|
2017
Q2 | $118M | Buy |
1,147,347
+129,131
| +13% | +$13.3M | 0.03% | 526 |
|
|
2017
Q1 | $99M | Sell |
1,018,216
-281,975
| -22% | -$27.4M | 0.02% | 576 |
|
|
2016
Q4 | $102M | Buy |
1,300,191
+81,380
| +7% | +$6.41M | 0.02% | 534 |
|
|
2016
Q3 | $102M | Sell |
1,218,811
-107,781
| -8% | -$9.05M | 0.03% | 507 |
|
|
2016
Q2 | $102M | Buy |
1,326,592
+131,172
| +11% | +$10.1M | 0.03% | 510 |
|
|
2016
Q1 | $88.6M | Buy |
1,195,420
+205,728
| +21% | +$15.2M | 0.02% | 531 |
|
|
2015
Q4 | $71.4M | Buy |
989,692
+509,129
| +106% | +$36.7M | 0.02% | 618 |
|
|
2015
Q3 | $28.6M | Buy |
480,563
+168,397
| +54% | +$10M | 0.01% | 960 |
|
|
2015
Q2 | $19.2M | Buy |
312,166
+290,285
| +1,327% | +$17.9M | ﹤0.01% | 1287 |
|
|
2015
Q1 | $1.34M | Buy |
+21,881
| New | +$1.34M | ﹤0.01% | 2699 |
|
|
2014
Q4 | – | Sell |
-149,972
| Closed | -$7.05M | – | 3457 |
|
|
2014
Q3 | $7.05M | Sell |
149,972
-56,624
| -27% | -$2.66M | ﹤0.01% | 1852 |
|
|
2014
Q2 | $9.47M | Buy |
206,596
+52,383
| +34% | +$2.4M | ﹤0.01% | 1734 |
|
|
2014
Q1 | $6.63M | Buy |
154,213
+3,245
| +2% | +$140K | ﹤0.01% | 1900 |
|
|
2013
Q4 | $6.6M | Sell |
150,968
-97,664
| -39% | -$4.27M | ﹤0.01% | 1864 |
|
|
2013
Q3 | $10M | Buy |
248,632
+135,118
| +119% | +$5.44M | ﹤0.01% | 1651 |
|
|
2013
Q2 | $3.78M | Buy |
+113,514
| New | +$3.78M | ﹤0.01% | 2133 |
|