LSV Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200M | Sell |
689,700
-20,836
| -3% | -$6.04M | 0.47% | 71 |
|
|
2025
Q1 | $174M | Sell |
710,536
-29,332
| -4% | -$7.2M | 0.42% | 79 |
|
|
2024
Q4 | $177M | Sell |
739,868
-35,032
| -5% | -$8.4M | 0.41% | 84 |
|
|
2024
Q3 | $163M | Sell |
774,900
-55,600
| -7% | -$11.7M | 0.35% | 98 |
|
|
2024
Q2 | $168M | Sell |
830,500
-25,400
| -3% | -$5.14M | 0.37% | 88 |
|
|
2024
Q1 | $171M | Sell |
855,900
-5,600
| -0.7% | -$1.12M | 0.35% | 92 |
|
|
2023
Q4 | $147M | Buy |
861,500
+44,700
| +5% | +$7.6M | 0.32% | 101 |
|
|
2023
Q3 | $118M | Sell |
816,800
-33,500
| -4% | -$4.86M | 0.28% | 115 |
|
|
2023
Q2 | $124M | Sell |
850,300
-1,270
| -0.1% | -$185K | 0.27% | 115 |
|
|
2023
Q1 | $111M | Buy |
851,570
+16,320
| +2% | +$2.13M | 0.25% | 126 |
|
|
2022
Q4 | $112M | Buy |
835,250
+797,950
| +2,139% | +$107M | 0.25% | 131 |
|
|
2022
Q3 | $3.9M | Hold |
37,300
| – | – | 0.01% | 539 |
|
|
2022
Q2 | $4.2M | Hold |
37,300
| – | – | 0.01% | 533 |
|
|
2022
Q1 | $5.09M | Buy |
37,300
+9,800
| +36% | +$1.34M | 0.01% | 524 |
|
|
2021
Q4 | $4.36M | Sell |
27,500
-35,660
| -56% | -$5.65M | 0.01% | 559 |
|
|
2021
Q3 | $10.3M | Sell |
63,160
-600
| -0.9% | -$98.2K | 0.02% | 453 |
|
|
2021
Q2 | $9.92M | Sell |
63,760
-31,240
| -33% | -$4.86M | 0.02% | 462 |
|
|
2021
Q1 | $14.5M | Sell |
95,000
-3,749,466
| -98% | -$571M | 0.02% | 428 |
|
|
2020
Q4 | $489M | Sell |
3,844,466
-757,000
| -16% | -$96.2M | 0.89% | 18 |
|
|
2020
Q3 | $443M | Sell |
4,601,466
-1,835,783
| -29% | -$177M | 0.91% | 20 |
|
|
2020
Q2 | $605M | Sell |
6,437,249
-1,948,164
| -23% | -$183M | 1.26% | 10 |
|
|
2020
Q1 | $755M | Sell |
8,385,413
-477,650
| -5% | -$43M | 1.82% | 4 |
|
|
2019
Q4 | $1.24B | Sell |
8,863,063
-502,163
| -5% | -$70M | 1.93% | 2 |
|
|
2019
Q3 | $1.1B | Sell |
9,365,226
-544,070
| -5% | -$64M | 1.82% | 4 |
|
|
2019
Q2 | $1.11B | Sell |
9,909,296
-339,527
| -3% | -$38M | 1.78% | 4 |
|
|
2019
Q1 | $1.04B | Sell |
10,248,823
-355,032
| -3% | -$35.9M | 1.66% | 5 |
|
|
2018
Q4 | $1.04B | Sell |
10,603,855
-188,840
| -2% | -$18.4M | 1.84% | 4 |
|
|
2018
Q3 | $1.22B | Sell |
10,792,695
-641,580
| -6% | -$72.4M | 1.82% | 3 |
|
|
2018
Q2 | $1.19B | Sell |
11,434,275
-266,965
| -2% | -$27.8M | 1.86% | 3 |
|
|
2018
Q1 | $1.29B | Sell |
11,701,240
-102,626
| -0.9% | -$11.3M | 2.04% | 2 |
|
|
2017
Q4 | $1.26B | Sell |
11,803,866
-541,502
| -4% | -$57.9M | 1.99% | 2 |
|
|
2017
Q3 | $1.18B | Sell |
12,345,368
-23,383
| -0.2% | -$2.23M | 1.94% | 3 |
|
|
2017
Q2 | $1.13B | Buy |
12,368,751
+15,857
| +0.1% | +$1.45M | 2.01% | 2 |
|
|
2017
Q1 | $1.09B | Sell |
12,352,894
-638,870
| -5% | -$56.1M | 1.98% | 3 |
|
|
2016
Q4 | $1.12B | Sell |
12,991,764
-853,637
| -6% | -$73.7M | 2.06% | 2 |
|
|
2016
Q3 | $922M | Sell |
13,845,401
-126,375
| -0.9% | -$8.42M | 1.81% | 5 |
|
|
2016
Q2 | $868M | Sell |
13,971,776
-270,647
| -2% | -$16.8M | 1.78% | 5 |
|
|
2016
Q1 | $843M | Buy |
14,242,423
+62,129
| +0.4% | +$3.68M | 1.77% | 4 |
|
|
2015
Q4 | $936M | Sell |
14,180,294
-107,733
| -0.8% | -$7.11M | 2.03% | 3 |
|
|
2015
Q3 | $871M | Sell |
14,288,027
-408,680
| -3% | -$24.9M | 1.95% | 4 |
|
|
2015
Q2 | $996M | Sell |
14,696,707
-4,390
| -0% | -$297K | 2.06% | 2 |
|
|
2015
Q1 | $891M | Sell |
14,701,097
-155,648
| -1% | -$9.43M | 1.85% | 2 |
|
|
2014
Q4 | $930M | Sell |
14,856,745
-90,985
| -0.6% | -$5.69M | 1.93% | 2 |
|
|
2014
Q3 | $900M | Buy |
14,947,730
+404,050
| +3% | +$24.3M | 1.97% | 4 |
|
|
2014
Q2 | $838M | Sell |
14,543,680
-81,720
| -0.6% | -$4.71M | 1.86% | 5 |
|
|
2014
Q1 | $888M | Sell |
14,625,400
-647,079
| -4% | -$39.3M | 2.07% | 4 |
|
|
2013
Q4 | $893M | Sell |
15,272,479
-363,921
| -2% | -$21.3M | 2.1% | 3 |
|
|
2013
Q3 | $808M | Sell |
15,636,400
-318,148
| -2% | -$16.4M | 2.07% | 3 |
|
|
2013
Q2 | $842M | Buy |
+15,954,548
| New | +$842M | 2.25% | 3 |
|