Mackenzie Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735M | Sell |
2,535,489
-65,162
| -3% | -$18.9M | 0.95% | 20 |
|
|
2025
Q1 | $638M | Sell |
2,600,651
-46,312
| -2% | -$11.4M | 0.91% | 23 |
|
|
2024
Q4 | $635M | Sell |
2,646,963
-182,180
| -6% | -$43.7M | 0.86% | 24 |
|
|
2024
Q3 | $597M | Sell |
2,829,143
-40,906
| -1% | -$8.63M | 0.83% | 29 |
|
|
2024
Q2 | $580M | Sell |
2,870,049
-36,732
| -1% | -$7.43M | 0.86% | 28 |
|
|
2024
Q1 | $582M | Sell |
2,906,781
-13,039
| -0.4% | -$2.61M | 0.84% | 32 |
|
|
2023
Q4 | $497M | Sell |
2,919,820
-60,598
| -2% | -$10.3M | 0.75% | 33 |
|
|
2023
Q3 | $425M | Buy |
2,980,418
+97,039
| +3% | +$13.8M | 0.72% | 37 |
|
|
2023
Q2 | $423M | Buy |
2,883,379
+24,379
| +0.9% | +$3.57M | 0.64% | 39 |
|
|
2023
Q1 | $373M | Sell |
2,859,000
-27,247
| -0.9% | -$3.55M | 0.58% | 42 |
|
|
2022
Q4 | $387M | Buy |
2,886,247
+41,380
| +1% | +$5.55M | 0.65% | 35 |
|
|
2022
Q3 | $297M | Sell |
2,844,867
-30,381
| -1% | -$3.17M | 0.51% | 44 |
|
|
2022
Q2 | $324M | Sell |
2,875,248
-36,352
| -1% | -$4.09M | 0.52% | 46 |
|
|
2022
Q1 | $397M | Sell |
2,911,600
-901,596
| -24% | -$123M | 0.53% | 44 |
|
|
2021
Q4 | $604M | Sell |
3,813,196
-502,333
| -12% | -$79.5M | 0.81% | 28 |
|
|
2021
Q3 | $706M | Sell |
4,315,529
-347,816
| -7% | -$56.9M | 1% | 22 |
|
|
2021
Q2 | $725M | Buy |
4,663,345
+73,838
| +2% | +$11.5M | 1.01% | 21 |
|
|
2021
Q1 | $699M | Buy |
4,589,507
+729,854
| +19% | +$111M | 1.06% | 16 |
|
|
2020
Q4 | $490M | Buy |
3,859,653
+346,169
| +10% | +$44M | 1.06% | 19 |
|
|
2020
Q3 | $338M | Sell |
3,513,484
-108,278
| -3% | -$10.4M | 0.84% | 28 |
|
|
2020
Q2 | $341M | Buy |
3,621,762
+292,288
| +9% | +$27.5M | 0.91% | 24 |
|
|
2020
Q1 | $300M | Buy |
3,329,474
+688,195
| +26% | +$62M | 0.96% | 26 |
|
|
2019
Q4 | $368M | Buy |
2,641,279
+84,349
| +3% | +$11.8M | 0.9% | 22 |
|
|
2019
Q3 | $301M | Sell |
2,556,930
-206,969
| -7% | -$24.4M | 0.79% | 29 |
|
|
2019
Q2 | $309M | Sell |
2,763,899
-18,620
| -0.7% | -$2.08M | 0.8% | 30 |
|
|
2019
Q1 | $282M | Sell |
2,782,519
-340,865
| -11% | -$34.5M | 0.68% | 35 |
|
|
2018
Q4 | $305M | Sell |
3,123,384
-144,950
| -4% | -$14.2M | 0.8% | 27 |
|
|
2018
Q3 | $369M | Sell |
3,268,334
-150,891
| -4% | -$17M | 0.9% | 24 |
|
|
2018
Q2 | $356M | Buy |
3,419,225
+307,378
| +10% | +$32M | 0.91% | 24 |
|
|
2018
Q1 | $342M | Sell |
3,111,847
-316,017
| -9% | -$34.8M | 0.87% | 29 |
|
|
2017
Q4 | $367M | Buy |
3,427,864
+2,769,926
| +421% | +$296M | 0.88% | 25 |
|
|
2017
Q3 | $62.8M | Sell |
657,938
-219,590
| -25% | -$21M | 0.34% | 81 |
|
|
2017
Q2 | $80.2M | Sell |
877,528
-15,610
| -2% | -$1.43M | 0.45% | 55 |
|
|
2017
Q1 | $78.5M | Buy |
893,138
+29,441
| +3% | +$2.59M | 0.46% | 60 |
|
|
2016
Q4 | $74.5M | Buy |
863,697
+817,703
| +1,778% | +$70.6M | 0.45% | 61 |
|
|
2016
Q3 | $3.06M | Sell |
45,994
-721,666
| -94% | -$48.1M | 0.02% | 294 |
|
|
2016
Q2 | $47.7M | Sell |
767,660
-39,989
| -5% | -$2.48M | 0.27% | 97 |
|
|
2016
Q1 | $47.8M | Buy |
807,649
+98,517
| +14% | +$5.83M | 0.43% | 53 |
|
|
2015
Q4 | $46.8M | Buy |
709,132
+33,757
| +5% | +$2.23M | 0.29% | 86 |
|
|
2015
Q3 | $41.2M | Buy |
675,375
+219,418
| +48% | +$13.4M | 0.25% | 90 |
|
|
2015
Q2 | $30.9M | Buy |
455,957
+157,894
| +53% | +$10.7M | 0.17% | 143 |
|
|
2015
Q1 | $18.1M | Sell |
298,063
-142,233
| -32% | -$8.62M | 0.1% | 195 |
|
|
2014
Q4 | $27.6M | Buy |
440,296
+27,350
| +7% | +$1.71M | 0.14% | 142 |
|
|
2014
Q3 | $24.9M | Buy |
412,946
+21,138
| +5% | +$1.27M | 0.12% | 156 |
|
|
2014
Q2 | $22.6M | Sell |
391,808
-220,486
| -36% | -$12.7M | 0.11% | 178 |
|
|
2014
Q1 | $37.2M | Sell |
612,294
-246,635
| -29% | -$15M | 0.18% | 121 |
|
|
2013
Q4 | $50.2M | Sell |
858,929
-979,460
| -53% | -$57.3M | 0.25% | 90 |
|
|
2013
Q3 | $95M | Buy |
1,838,389
+241,575
| +15% | +$12.5M | 0.48% | 53 |
|
|
2013
Q2 | $84.3M | Buy |
+1,596,814
| New | +$84.3M | 0.4% | 68 |
|