JPMorgan Chase & Co’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.4M | Sell |
372,028
-116,251
| -24% | -$10.4M | ﹤0.01% | 1433 |
|
2025
Q1 | $37.9M | Buy |
488,279
+29,398
| +6% | +$2.28M | ﹤0.01% | 1322 |
|
2024
Q4 | $37.8M | Sell |
458,881
-49,035
| -10% | -$4.04M | ﹤0.01% | 1318 |
|
2024
Q3 | $35.1M | Buy |
507,916
+60,824
| +14% | +$4.21M | ﹤0.01% | 1378 |
|
2024
Q2 | $28.9M | Buy |
447,092
+10,707
| +2% | +$693K | ﹤0.01% | 1423 |
|
2024
Q1 | $31.4M | Buy |
436,385
+2,928
| +0.7% | +$211K | ﹤0.01% | 1420 |
|
2023
Q4 | $27.5M | Buy |
433,457
+138,417
| +47% | +$8.8M | ﹤0.01% | 1415 |
|
2023
Q3 | $17.8M | Sell |
295,040
-62,254
| -17% | -$3.75M | ﹤0.01% | 1583 |
|
2023
Q2 | $21.3M | Buy |
357,294
+48,958
| +16% | +$2.92M | ﹤0.01% | 1506 |
|
2023
Q1 | $17.7M | Buy |
308,336
+70,448
| +30% | +$4.05M | ﹤0.01% | 1566 |
|
2022
Q4 | $13.9M | Sell |
237,888
-211,576
| -47% | -$12.3M | ﹤0.01% | 1684 |
|
2022
Q3 | $22M | Buy |
449,464
+117,156
| +35% | +$5.75M | ﹤0.01% | 1331 |
|
2022
Q2 | $18M | Sell |
332,308
-76,344
| -19% | -$4.12M | ﹤0.01% | 1507 |
|
2022
Q1 | $24.6M | Buy |
408,652
+145,432
| +55% | +$8.76M | ﹤0.01% | 1415 |
|
2021
Q4 | $16M | Buy |
263,220
+66,382
| +34% | +$4.05M | ﹤0.01% | 1732 |
|
2021
Q3 | $11.7M | Sell |
196,838
-126,384
| -39% | -$7.49M | ﹤0.01% | 1942 |
|
2021
Q2 | $20M | Buy |
323,222
+34,679
| +12% | +$2.15M | ﹤0.01% | 1634 |
|
2021
Q1 | $17.6M | Buy |
288,543
+14,681
| +5% | +$895K | ﹤0.01% | 1700 |
|
2020
Q4 | $15.7M | Sell |
273,862
-74,249
| -21% | -$4.27M | ﹤0.01% | 1609 |
|
2020
Q3 | $17.8M | Buy |
348,111
+45,802
| +15% | +$2.34M | ﹤0.01% | 1386 |
|
2020
Q2 | $16.6M | Buy |
302,309
+2,091
| +0.7% | +$115K | ﹤0.01% | 1362 |
|
2020
Q1 | $13.9M | Buy |
300,218
+63,543
| +27% | +$2.94M | ﹤0.01% | 1338 |
|
2019
Q4 | $15.5M | Sell |
236,675
-80,365
| -25% | -$5.26M | ﹤0.01% | 1499 |
|
2019
Q3 | $18.8M | Buy |
317,040
+84,580
| +36% | +$5.01M | ﹤0.01% | 1397 |
|
2019
Q2 | $12.9M | Buy |
232,460
+50,710
| +28% | +$2.81M | ﹤0.01% | 1587 |
|
2019
Q1 | $9.5M | Sell |
181,750
-19,110
| -10% | -$999K | ﹤0.01% | 1750 |
|
2018
Q4 | $9.28M | Sell |
200,860
-88,824
| -31% | -$4.1M | ﹤0.01% | 1720 |
|
2018
Q3 | $17.7M | Sell |
289,684
-142,997
| -33% | -$8.74M | ﹤0.01% | 1505 |
|
2018
Q2 | $27.1M | Sell |
432,681
-98,780
| -19% | -$6.18M | 0.01% | 1211 |
|
2018
Q1 | $39.8M | Buy |
531,461
+64,353
| +14% | +$4.82M | 0.01% | 971 |
|
2017
Q4 | $33.6M | Buy |
467,108
+160,669
| +52% | +$11.5M | 0.01% | 1071 |
|
2017
Q3 | $18.8M | Sell |
306,439
-8,904
| -3% | -$548K | ﹤0.01% | 1361 |
|
2017
Q2 | $17M | Sell |
315,343
-5,344
| -2% | -$287K | ﹤0.01% | 1394 |
|
2017
Q1 | $16.2M | Buy |
320,687
+78,158
| +32% | +$3.94M | ﹤0.01% | 1411 |
|
2016
Q4 | $12M | Sell |
242,529
-58,737
| -19% | -$2.9M | ﹤0.01% | 1584 |
|
2016
Q3 | $13.7M | Sell |
301,266
-155,981
| -34% | -$7.11M | ﹤0.01% | 1418 |
|
2016
Q2 | $22M | Sell |
457,247
-129,286
| -22% | -$6.22M | 0.01% | 1179 |
|
2016
Q1 | $25.3M | Buy |
586,533
+241,599
| +70% | +$10.4M | 0.01% | 1075 |
|
2015
Q4 | $18.1M | Sell |
344,934
-16,510
| -5% | -$865K | ﹤0.01% | 1250 |
|
2015
Q3 | $17.4M | Sell |
361,444
-116,515
| -24% | -$5.62M | ﹤0.01% | 1236 |
|
2015
Q2 | $23.4M | Buy |
477,959
+30,287
| +7% | +$1.49M | 0.01% | 1180 |
|
2015
Q1 | $19.7M | Buy |
447,672
+62,082
| +16% | +$2.74M | ﹤0.01% | 1321 |
|
2014
Q4 | $15.4M | Sell |
385,590
-34,384
| -8% | -$1.38M | ﹤0.01% | 1423 |
|
2014
Q3 | $15.2M | Sell |
419,974
-48,027
| -10% | -$1.74M | ﹤0.01% | 1424 |
|
2014
Q2 | $15.3M | Buy |
468,001
+69,683
| +17% | +$2.28M | ﹤0.01% | 1469 |
|
2014
Q1 | $13.4M | Buy |
398,318
+7,803
| +2% | +$262K | ﹤0.01% | 1530 |
|
2013
Q4 | $13.6M | Sell |
390,515
-30,993
| -7% | -$1.08M | ﹤0.01% | 1485 |
|
2013
Q3 | $13M | Buy |
421,508
+9,273
| +2% | +$287K | ﹤0.01% | 1501 |
|
2013
Q2 | $11.7M | Buy |
+412,235
| New | +$11.7M | ﹤0.01% | 1466 |
|