JPMorgan Chase & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3M | Sell |
1,023,850
-245,826
| -19% | -$19.5M | 0.01% | 962 |
|
|
2025
Q1 | $107M | Sell |
1,269,676
-709,882
| -36% | -$59.9M | 0.01% | 826 |
|
|
2024
Q4 | $153M | Sell |
1,979,558
-483,004
| -20% | -$37.4M | 0.01% | 698 |
|
|
2024
Q3 | $212M | Buy |
2,462,562
+118,722
| +5% | +$10.2M | 0.02% | 623 |
|
|
2024
Q2 | $184M | Buy |
2,343,840
+86,512
| +4% | +$6.79M | 0.02% | 644 |
|
|
2024
Q1 | $195M | Buy |
2,257,328
+1,852,667
| +458% | +$160M | 0.02% | 624 |
|
|
2023
Q4 | $31.8M | Sell |
404,661
-85,868
| -18% | -$6.76M | ﹤0.01% | 1340 |
|
|
2023
Q3 | $35.4M | Buy |
490,529
+17,122
| +4% | +$1.23M | ﹤0.01% | 1171 |
|
|
2023
Q2 | $35.9M | Sell |
473,407
-8,155
| -2% | -$618K | ﹤0.01% | 1172 |
|
|
2023
Q1 | $35.8M | Buy |
481,562
+63,123
| +15% | +$4.69M | ﹤0.01% | 1142 |
|
|
2022
Q4 | $35.1M | Sell |
418,439
-15,886
| -4% | -$1.33M | ﹤0.01% | 1128 |
|
|
2022
Q3 | $31.3M | Buy |
434,325
+16,022
| +4% | +$1.16M | ﹤0.01% | 1153 |
|
|
2022
Q2 | $27.9M | Buy |
418,303
+36,899
| +10% | +$2.46M | ﹤0.01% | 1226 |
|
|
2022
Q1 | $28M | Sell |
381,404
-924
| -0.2% | -$67.8K | ﹤0.01% | 1332 |
|
|
2021
Q4 | $27.7M | Sell |
382,328
-29,377
| -7% | -$2.12M | ﹤0.01% | 1359 |
|
|
2021
Q3 | $26.5M | Sell |
411,705
-24,582
| -6% | -$1.58M | ﹤0.01% | 1383 |
|
|
2021
Q2 | $27.6M | Buy |
436,287
+27,168
| +7% | +$1.72M | ﹤0.01% | 1410 |
|
|
2021
Q1 | $24.5M | Sell |
409,119
-13,714
| -3% | -$822K | ﹤0.01% | 1435 |
|
|
2020
Q4 | $21M | Buy |
422,833
+67,284
| +19% | +$3.34M | ﹤0.01% | 1410 |
|
|
2020
Q3 | $14.2M | Sell |
355,549
-141,712
| -28% | -$5.68M | ﹤0.01% | 1537 |
|
|
2020
Q2 | $20.7M | Sell |
497,261
-939,062
| -65% | -$39M | ﹤0.01% | 1234 |
|
|
2020
Q1 | $45M | Buy |
1,436,323
+142,314
| +11% | +$4.46M | 0.01% | 789 |
|
|
2019
Q4 | $71.2M | Sell |
1,294,009
-114,790
| -8% | -$6.31M | 0.01% | 725 |
|
|
2019
Q3 | $80.5M | Sell |
1,408,799
-217,890
| -13% | -$12.5M | 0.02% | 687 |
|
|
2019
Q2 | $92.4M | Sell |
1,626,689
-932,998
| -36% | -$53M | 0.02% | 654 |
|
|
2019
Q1 | $128M | Sell |
2,559,687
-2,629,520
| -51% | -$132M | 0.03% | 537 |
|
|
2018
Q4 | $229M | Sell |
5,189,207
-3,403,121
| -40% | -$150M | 0.05% | 335 |
|
|
2018
Q3 | $503M | Sell |
8,592,328
-1,212,165
| -12% | -$71M | 0.1% | 208 |
|
|
2018
Q2 | $519M | Buy |
9,804,493
+8,023,624
| +451% | +$425M | 0.11% | 183 |
|
|
2018
Q1 | $108M | Buy |
1,780,869
+1,367,946
| +331% | +$83.3M | 0.02% | 564 |
|
|
2017
Q4 | $29.1M | Buy |
412,923
+69,279
| +20% | +$4.89M | 0.01% | 1153 |
|
|
2017
Q3 | $22M | Sell |
343,644
-179,097
| -34% | -$11.5M | ﹤0.01% | 1278 |
|
|
2017
Q2 | $33.5M | Sell |
522,741
-188,797
| -27% | -$12.1M | 0.01% | 1025 |
|
|
2017
Q1 | $44.9M | Sell |
711,538
-78,503
| -10% | -$4.95M | 0.01% | 888 |
|
|
2016
Q4 | $45.7M | Buy |
790,041
+124,330
| +19% | +$7.19M | 0.01% | 852 |
|
|
2016
Q3 | $34.3M | Sell |
665,711
-201,100
| -23% | -$10.4M | 0.01% | 929 |
|
|
2016
Q2 | $35.6M | Buy |
866,811
+224,437
| +35% | +$9.23M | 0.01% | 907 |
|
|
2016
Q1 | $25.3M | Buy |
642,374
+20,704
| +3% | +$817K | 0.01% | 1070 |
|
|
2015
Q4 | $28M | Buy |
621,670
+72,743
| +13% | +$3.27M | 0.01% | 997 |
|
|
2015
Q3 | $26M | Sell |
548,927
-761,023
| -58% | -$36M | 0.01% | 1016 |
|
|
2015
Q2 | $67.2M | Buy |
1,309,950
+705,029
| +117% | +$36.2M | 0.02% | 707 |
|
|
2015
Q1 | $31.1M | Sell |
604,921
-10,284
| -2% | -$528K | 0.01% | 1064 |
|
|
2014
Q4 | $32M | Sell |
615,205
-85,250
| -12% | -$4.43M | 0.01% | 1057 |
|
|
2014
Q3 | $36.8M | Buy |
700,455
+291,790
| +71% | +$15.3M | 0.01% | 970 |
|
|
2014
Q2 | $20.6M | Sell |
408,665
-15,065
| -4% | -$761K | 0.01% | 1298 |
|
|
2014
Q1 | $19.5M | Sell |
423,730
-266,518
| -39% | -$12.3M | 0.01% | 1313 |
|
|
2013
Q4 | $34M | Sell |
690,248
-19,837
| -3% | -$978K | 0.01% | 953 |
|
|
2013
Q3 | $30.4M | Buy |
710,085
+64,870
| +10% | +$2.78M | 0.01% | 1016 |
|
|
2013
Q2 | $24.2M | Buy |
+645,215
| New | +$24.2M | 0.01% | 1070 |
|