JPMorgan Chase & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19B | Sell |
22,114,586
-15,805,439
| -42% | -$1.57B | 0.14% | 136 |
|
|
2025
Q1 | $3.91B | Buy |
37,920,025
+2,396,134
| +7% | +$247M | 0.29% | 76 |
|
|
2024
Q4 | $3.29B | Buy |
35,523,891
+7,447,860
| +27% | +$690M | 0.25% | 81 |
|
|
2024
Q3 | $2.92B | Buy |
28,076,031
+8,161,946
| +41% | +$848M | 0.22% | 95 |
|
|
2024
Q2 | $1.92B | Buy |
19,914,085
+8,758,249
| +79% | +$843M | 0.16% | 123 |
|
|
2024
Q1 | $1.11B | Buy |
11,155,836
+2,893,161
| +35% | +$287M | 0.09% | 208 |
|
|
2023
Q4 | $739M | Buy |
8,262,675
+722,253
| +10% | +$64.6M | 0.07% | 243 |
|
|
2023
Q3 | $606M | Buy |
7,540,422
+2,442,203
| +48% | +$196M | 0.07% | 256 |
|
|
2023
Q2 | $454M | Buy |
5,098,219
+585,724
| +13% | +$52.1M | 0.05% | 320 |
|
|
2023
Q1 | $381M | Buy |
4,512,495
+200,482
| +5% | +$16.9M | 0.05% | 339 |
|
|
2022
Q4 | $338M | Sell |
4,312,013
-262,973
| -6% | -$20.6M | 0.04% | 348 |
|
|
2022
Q3 | $292M | Sell |
4,574,986
-1,708,085
| -27% | -$109M | 0.04% | 362 |
|
|
2022
Q2 | $444M | Buy |
6,283,071
+543,143
| +9% | +$38.4M | 0.06% | 286 |
|
|
2022
Q1 | $442M | Buy |
5,739,928
+1,104,899
| +24% | +$85M | 0.05% | 320 |
|
|
2021
Q4 | $404M | Buy |
4,635,029
+2,916,030
| +170% | +$254M | 0.05% | 367 |
|
|
2021
Q3 | $141M | Sell |
1,718,999
-73,831
| -4% | -$6.07M | 0.02% | 663 |
|
|
2021
Q2 | $147M | Sell |
1,792,830
-924,835
| -34% | -$75.6M | 0.02% | 679 |
|
|
2021
Q1 | $186M | Sell |
2,717,665
-1,694,519
| -38% | -$116M | 0.02% | 564 |
|
|
2020
Q4 | $298M | Sell |
4,412,184
-44,719
| -1% | -$3.02M | 0.04% | 387 |
|
|
2020
Q3 | $278M | Sell |
4,456,903
-243,772
| -5% | -$15.2M | 0.05% | 357 |
|
|
2020
Q2 | $267M | Buy |
+4,700,675
| New | +$267M | 0.05% | 337 |
|