Loomis, Sayles & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224M | Buy |
772,736
+83,856
| +12% | +$24.3M | 0.28% | 45 |
|
|
2025
Q1 | $169M | Sell |
688,880
-351,246
| -34% | -$86.2M | 0.24% | 54 |
|
|
2024
Q4 | $249M | Sell |
1,040,126
-42,841
| -4% | -$10.3M | 0.31% | 51 |
|
|
2024
Q3 | $228M | Sell |
1,082,967
-75,033
| -6% | -$15.8M | 0.3% | 52 |
|
|
2024
Q2 | $234M | Sell |
1,158,000
-18,811
| -2% | -$3.8M | 0.32% | 47 |
|
|
2024
Q1 | $236M | Sell |
1,176,811
-85,623
| -7% | -$17.2M | 0.34% | 49 |
|
|
2023
Q4 | $215M | Buy |
1,262,434
+288
| +0% | +$49K | 0.33% | 49 |
|
|
2023
Q3 | $183M | Sell |
1,262,146
-6,210
| -0.5% | -$901K | 0.31% | 50 |
|
|
2023
Q2 | $184M | Sell |
1,268,356
-31,838
| -2% | -$4.63M | 0.3% | 48 |
|
|
2023
Q1 | $169M | Sell |
1,300,194
-12,152
| -0.9% | -$1.58M | 0.29% | 49 |
|
|
2022
Q4 | $176M | Sell |
1,312,346
-70,263
| -5% | -$9.42M | 0.35% | 50 |
|
|
2022
Q3 | $144M | Sell |
1,382,609
-21,076
| -2% | -$2.2M | 0.29% | 56 |
|
|
2022
Q2 | $158M | Buy |
1,403,685
+1,396,724
| +20,065% | +$157M | 0.29% | 55 |
|
|
2022
Q1 | $948K | Sell |
6,961
-3,261
| -32% | -$444K | ﹤0.01% | 467 |
|
|
2021
Q4 | $1.62M | Sell |
10,222
-1,696
| -14% | -$268K | ﹤0.01% | 483 |
|
|
2021
Q3 | $1.95M | Sell |
11,918
-944
| -7% | -$155K | ﹤0.01% | 452 |
|
|
2021
Q2 | $2M | Buy |
12,862
+8,139
| +172% | +$1.27M | ﹤0.01% | 443 |
|
|
2021
Q1 | $719K | Buy |
4,723
+2,777
| +143% | +$423K | ﹤0.01% | 488 |
|
|
2020
Q4 | $247K | Buy |
1,946
+1,453
| +295% | +$184K | ﹤0.01% | 496 |
|
|
2020
Q3 | $47K | Sell |
493
-547
| -53% | -$52.1K | ﹤0.01% | 556 |
|
|
2020
Q2 | $98K | Sell |
1,040
-56
| -5% | -$5.28K | ﹤0.01% | 528 |
|
|
2020
Q1 | $99K | Sell |
1,096
-3,890
| -78% | -$351K | ﹤0.01% | 534 |
|
|
2019
Q4 | $695K | Buy |
4,986
+71
| +1% | +$9.9K | ﹤0.01% | 485 |
|
|
2019
Q3 | $578K | Sell |
4,915
-32,236
| -87% | -$3.79M | ﹤0.01% | 492 |
|
|
2019
Q2 | $4.15M | Buy |
37,151
+11,476
| +45% | +$1.28M | 0.01% | 438 |
|
|
2019
Q1 | $2.6M | Sell |
25,675
-37,634
| -59% | -$3.81M | 0.01% | 483 |
|
|
2018
Q4 | $6.18M | Sell |
63,309
-128,741
| -67% | -$12.6M | 0.01% | 391 |
|
|
2018
Q3 | $21.7M | Sell |
192,050
-402,930
| -68% | -$45.5M | 0.04% | 206 |
|
|
2018
Q2 | $62M | Sell |
594,980
-241,220
| -29% | -$25.1M | 0.13% | 72 |
|
|
2018
Q1 | $92M | Sell |
836,200
-147,099
| -15% | -$16.2M | 0.2% | 53 |
|
|
2017
Q4 | $105M | Sell |
983,299
-381,473
| -28% | -$40.8M | 0.22% | 48 |
|
|
2017
Q3 | $130M | Sell |
1,364,772
-115,205
| -8% | -$11M | 0.28% | 41 |
|
|
2017
Q2 | $135M | Sell |
1,479,977
-174,100
| -11% | -$15.9M | 0.32% | 39 |
|
|
2017
Q1 | $145M | Sell |
1,654,077
-83,912
| -5% | -$7.37M | 0.36% | 40 |
|
|
2016
Q4 | $150M | Sell |
1,737,989
-216,058
| -11% | -$18.6M | 0.37% | 42 |
|
|
2016
Q3 | $130M | Sell |
1,954,047
-110,425
| -5% | -$7.35M | 0.33% | 42 |
|
|
2016
Q2 | $128M | Sell |
2,064,472
-165,980
| -7% | -$10.3M | 0.35% | 41 |
|
|
2016
Q1 | $132M | Sell |
2,230,452
-157,087
| -7% | -$9.3M | 0.38% | 42 |
|
|
2015
Q4 | $158M | Buy |
2,387,539
+103,706
| +5% | +$6.85M | 0.44% | 41 |
|
|
2015
Q3 | $139M | Sell |
2,283,833
-130,655
| -5% | -$7.97M | 0.41% | 47 |
|
|
2015
Q2 | $164M | Sell |
2,414,488
-79,906
| -3% | -$5.41M | 0.45% | 46 |
|
|
2015
Q1 | $151M | Sell |
2,494,394
-284,313
| -10% | -$17.2M | 0.42% | 46 |
|
|
2014
Q4 | $174M | Sell |
2,778,707
-378,855
| -12% | -$23.7M | 0.48% | 45 |
|
|
2014
Q3 | $190M | Sell |
3,157,562
-151,447
| -5% | -$9.12M | 0.56% | 40 |
|
|
2014
Q2 | $191M | Sell |
3,309,009
-343,090
| -9% | -$19.8M | 0.54% | 38 |
|
|
2014
Q1 | $222M | Buy |
3,652,099
+26,057
| +0.7% | +$1.58M | 0.63% | 36 |
|
|
2013
Q4 | $212M | Sell |
3,626,042
-135,385
| -4% | -$7.92M | 0.64% | 27 |
|
|
2013
Q3 | $194M | Sell |
3,761,427
-7,451
| -0.2% | -$385K | 0.63% | 30 |
|
|
2013
Q2 | $199K | Buy |
+3,768,878
| New | +$199K | 0.71% | 20 |
|