Lord, Abbett & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520M | Sell |
1,794,359
-1,725
| -0.1% | -$500K | 1.67% | 5 |
|
|
2025
Q1 | $441M | Sell |
1,796,084
-192,658
| -10% | -$47.3M | 1.57% | 5 |
|
|
2024
Q4 | $477M | Sell |
1,988,742
-116,928
| -6% | -$28M | 1.51% | 4 |
|
|
2024
Q3 | $444M | Sell |
2,105,670
-318,357
| -13% | -$67.1M | 1.41% | 4 |
|
|
2024
Q2 | $490M | Buy |
2,424,027
+589,356
| +32% | +$119M | 1.6% | 4 |
|
|
2024
Q1 | $367M | Sell |
1,834,671
-420,787
| -19% | -$84.3M | 1.19% | 5 |
|
|
2023
Q4 | $384M | Sell |
2,255,458
-100,049
| -4% | -$17M | 1.35% | 3 |
|
|
2023
Q3 | $342M | Sell |
2,355,507
-9,733
| -0.4% | -$1.41M | 1.27% | 5 |
|
|
2023
Q2 | $344M | Sell |
2,365,240
-344,968
| -13% | -$50.2M | 1.18% | 5 |
|
|
2023
Q1 | $353M | Sell |
2,710,208
-34,596
| -1% | -$4.51M | 1.27% | 4 |
|
|
2022
Q4 | $368M | Buy |
2,744,804
+1,201,765
| +78% | +$161M | 1.32% | 5 |
|
|
2022
Q3 | $161M | Buy |
1,543,039
+735,897
| +91% | +$76.9M | 0.59% | 33 |
|
|
2022
Q2 | $90.9M | Sell |
807,142
-567,000
| -41% | -$63.8M | 0.32% | 83 |
|
|
2022
Q1 | $187M | Sell |
1,374,142
-550,300
| -29% | -$75M | 0.5% | 42 |
|
|
2021
Q4 | $305M | Sell |
1,924,442
-52,300
| -3% | -$8.28M | 0.69% | 16 |
|
|
2021
Q3 | $324M | Sell |
1,976,742
-110,100
| -5% | -$18M | 0.77% | 8 |
|
|
2021
Q2 | $325M | Sell |
2,086,842
-1,366,579
| -40% | -$213M | 0.78% | 8 |
|
|
2021
Q1 | $526M | Buy |
3,453,421
+374,988
| +12% | +$57.1M | 1.34% | 3 |
|
|
2020
Q4 | $391M | Buy |
3,078,433
+416,831
| +16% | +$53M | 1.03% | 5 |
|
|
2020
Q3 | $256M | Buy |
2,661,602
+55,800
| +2% | +$5.37M | 0.82% | 7 |
|
|
2020
Q2 | $245M | Buy |
2,605,802
+3,912
| +0.2% | +$368K | 0.86% | 6 |
|
|
2020
Q1 | $234M | Buy |
2,601,890
+80,703
| +3% | +$7.27M | 1.04% | 5 |
|
|
2019
Q4 | $351M | Buy |
2,521,187
+336,773
| +15% | +$46.9M | 1.17% | 3 |
|
|
2019
Q3 | $257M | Sell |
2,184,414
-228,097
| -9% | -$26.8M | 0.88% | 6 |
|
|
2019
Q2 | $270M | Sell |
2,412,511
-583,761
| -19% | -$65.3M | 0.88% | 4 |
|
|
2019
Q1 | $303M | Sell |
2,996,272
-163,664
| -5% | -$16.6M | 1.01% | 4 |
|
|
2018
Q4 | $308M | Sell |
3,159,936
-204,706
| -6% | -$20M | 1.13% | 5 |
|
|
2018
Q3 | $380M | Sell |
3,364,642
-116,978
| -3% | -$13.2M | 1.05% | 3 |
|
|
2018
Q2 | $363M | Sell |
3,481,620
-373,838
| -10% | -$39M | 1.06% | 3 |
|
|
2018
Q1 | $424M | Sell |
3,855,458
-366,553
| -9% | -$40.3M | 1.26% | 2 |
|
|
2017
Q4 | $452M | Sell |
4,222,011
-79,556
| -2% | -$8.51M | 1.28% | 2 |
|
|
2017
Q3 | $411M | Sell |
4,301,567
-638,225
| -13% | -$61M | 1.2% | 2 |
|
|
2017
Q2 | $451M | Sell |
4,939,792
-568,669
| -10% | -$52M | 1.34% | 1 |
|
|
2017
Q1 | $484M | Sell |
5,508,461
-177,968
| -3% | -$15.6M | 1.45% | 1 |
|
|
2016
Q4 | $491M | Sell |
5,686,429
-618,676
| -10% | -$53.4M | 1.49% | 1 |
|
|
2016
Q3 | $420M | Sell |
6,305,105
-84,942
| -1% | -$5.66M | 1.28% | 1 |
|
|
2016
Q2 | $397M | Sell |
6,390,047
-347,218
| -5% | -$21.6M | 1.24% | 3 |
|
|
2016
Q1 | $399M | Sell |
6,737,265
-978,104
| -13% | -$57.9M | 1.25% | 2 |
|
|
2015
Q4 | $509M | Sell |
7,715,369
-24,234
| -0.3% | -$1.6M | 1.53% | 2 |
|
|
2015
Q3 | $472M | Sell |
7,739,603
-964,015
| -11% | -$58.8M | 1.42% | 2 |
|
|
2015
Q2 | $590M | Sell |
8,703,618
-430,782
| -5% | -$29.2M | 1.56% | 1 |
|
|
2015
Q1 | $553M | Sell |
9,134,400
-1,252,448
| -12% | -$75.9M | 1.4% | 3 |
|
|
2014
Q4 | $650M | Sell |
10,386,848
-1,158,020
| -10% | -$72.5M | 1.65% | 2 |
|
|
2014
Q3 | $695M | Buy |
11,544,868
+33,057
| +0.3% | +$1.99M | 1.74% | 2 |
|
|
2014
Q2 | $663M | Sell |
11,511,811
-351,827
| -3% | -$20.3M | 1.51% | 1 |
|
|
2014
Q1 | $720M | Sell |
11,863,638
-377,512
| -3% | -$22.9M | 1.64% | 1 |
|
|
2013
Q4 | $716M | Sell |
12,241,150
-174,832
| -1% | -$10.2M | 1.59% | 1 |
|
|
2013
Q3 | $641M | Sell |
12,415,982
-1,110,449
| -8% | -$57.3M | 1.48% | 1 |
|
|
2013
Q2 | $714M | Buy |
+13,526,431
| New | +$714M | 1.65% | 1 |
|