Kovitz Investment Group Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184M | Buy |
633,623
+101,177
| +19% | +$29.3M | 0.79% | 27 |
|
|
2025
Q1 | $131M | Sell |
532,446
-317,541
| -37% | -$77.9M | 0.66% | 39 |
|
|
2024
Q4 | $204M | Buy |
849,987
+39,178
| +5% | +$9.39M | 1% | 21 |
|
|
2024
Q3 | $161M | Sell |
810,809
-114,644
| -12% | -$22.8M | 1.15% | 14 |
|
|
2024
Q2 | $187M | Buy |
925,453
+76,559
| +9% | +$15.5M | 1.6% | 10 |
|
|
2024
Q1 | $170M | Buy |
848,894
+18,027
| +2% | +$3.61M | 2.16% | 6 |
|
|
2023
Q4 | $141M | Sell |
830,867
-10,811
| -1% | -$1.84M | 2.34% | 10 |
|
|
2023
Q3 | $122M | Sell |
841,678
-200,701
| -19% | -$29.1M | 2.19% | 12 |
|
|
2023
Q2 | $152M | Buy |
1,042,379
+32,462
| +3% | +$4.72M | 2.22% | 11 |
|
|
2023
Q1 | $132M | Buy |
1,009,917
+35,377
| +4% | +$4.61M | 2.28% | 5 |
|
|
2022
Q4 | $131M | Sell |
974,540
-19,990
| -2% | -$2.68M | 2.58% | 5 |
|
|
2022
Q3 | $104M | Buy |
994,530
+350,726
| +54% | +$36.7M | 2.4% | 7 |
|
|
2022
Q2 | $72.5M | Buy |
643,804
+29,185
| +5% | +$3.29M | 1.61% | 18 |
|
|
2022
Q1 | $83.8M | Buy |
614,619
+10,260
| +2% | +$1.4M | 1.6% | 17 |
|
|
2021
Q4 | $79.1M | Buy |
604,359
+9,641
| +2% | +$1.26M | 1.86% | 15 |
|
|
2021
Q3 | $97.3M | Sell |
594,718
-2,231
| -0.4% | -$365K | 1.94% | 14 |
|
|
2021
Q2 | $92.8M | Buy |
596,949
+47,069
| +9% | +$7.32M | 1.83% | 16 |
|
|
2021
Q1 | $83.7M | Sell |
549,880
-52,089
| -9% | -$7.93M | 1.95% | 13 |
|
|
2020
Q4 | $76.5M | Sell |
601,969
-6,669
| -1% | -$847K | 1.86% | 17 |
|
|
2020
Q3 | $58.6M | Buy |
608,638
+124,866
| +26% | +$12M | 1.64% | 20 |
|
|
2020
Q2 | $45.5M | Buy |
483,772
+5,487
| +1% | +$516K | 1.41% | 25 |
|
|
2020
Q1 | $43.1M | Buy |
478,285
+8,532
| +2% | +$768K | 1.55% | 19 |
|
|
2019
Q4 | $65.5M | Sell |
469,753
-2,323
| -0.5% | -$324K | 1.91% | 15 |
|
|
2019
Q3 | $55.6M | Sell |
472,076
-181,682
| -28% | -$21.4M | 1.77% | 15 |
|
|
2019
Q2 | $73.1M | Sell |
653,758
-83,401
| -11% | -$9.32M | 2.31% | 12 |
|
|
2019
Q1 | $74.6M | Buy |
737,159
+25,759
| +4% | +$2.61M | 2.36% | 10 |
|
|
2018
Q4 | $69.4M | Buy |
711,400
+108,399
| +18% | +$10.6M | 2.75% | 8 |
|
|
2018
Q3 | $68M | Sell |
603,001
-10,872
| -2% | -$1.23M | 3.09% | 9 |
|
|
2018
Q2 | $64M | Sell |
613,873
-46,354
| -7% | -$4.83M | 2.98% | 13 |
|
|
2018
Q1 | $72.6M | Sell |
660,227
-188,738
| -22% | -$20.8M | 3.5% | 5 |
|
|
2017
Q4 | $90.8K | Sell |
848,965
-57,464
| -6% | -$6.15K | 3.89% | 5 |
|
|
2017
Q3 | $86.6M | Sell |
906,429
-23,146
| -2% | -$2.21M | 4.31% | 4 |
|
|
2017
Q2 | $85M | Sell |
929,575
-9,033
| -1% | -$826K | 4.52% | 4 |
|
|
2017
Q1 | $82.4M | Buy |
938,608
+2,444
| +0.3% | +$215K | 4.53% | 4 |
|
|
2016
Q4 | $80.8M | Sell |
936,164
-18,031
| -2% | -$1.56M | 4.7% | 4 |
|
|
2016
Q3 | $63.5M | Sell |
954,195
-18,509
| -2% | -$1.23M | 3.91% | 6 |
|
|
2016
Q2 | $56M | Sell |
972,704
-63,053
| -6% | -$3.63M | 3.89% | 5 |
|
|
2016
Q1 | $61.3M | Buy |
+1,035,757
| New | +$61.3M | 3.62% | 7 |
|