Mackenzie Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735M | Sell |
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|
2025
Q1 | $638M | Sell |
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|
2024
Q4 | $635M | Sell |
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|
2024
Q3 | $597M | Sell |
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|
2024
Q2 | $580M | Sell |
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|
2024
Q1 | $582M | Sell |
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|
2023
Q4 | $497M | Sell |
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|
2023
Q3 | $425M | Buy |
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|
2023
Q2 | $423M | Buy |
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|
2023
Q1 | $373M | Sell |
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|
2022
Q4 | $387M | Buy |
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|
2022
Q3 | $297M | Sell |
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|
2022
Q2 | $324M | Sell |
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|
2022
Q1 | $397M | Sell |
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|
2021
Q4 | $604M | Sell |
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|
2021
Q3 | $706M | Sell |
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|
2021
Q2 | $725M | Buy |
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|
2021
Q1 | $699M | Buy |
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|
2020
Q4 | $490M | Buy |
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|
2020
Q3 | $338M | Sell |
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|
2020
Q2 | $341M | Buy |
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|
2020
Q1 | $300M | Buy |
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|
2019
Q4 | $368M | Buy |
|
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|
2019
Q3 | $301M | Sell |
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|
2019
Q2 | $309M | Sell |
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|
2019
Q1 | $282M | Sell |
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|
2018
Q4 | $305M | Sell |
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|
2018
Q3 | $369M | Sell |
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|
2018
Q2 | $356M | Buy |
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|
2018
Q1 | $342M | Sell |
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|
2017
Q4 | $367M | Buy |
|
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|
2017
Q3 | $62.8M | Sell |
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|
2017
Q2 | $80.2M | Sell |
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|
2017
Q1 | $78.5M | Buy |
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|
2016
Q4 | $74.5M | Buy |
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|
2016
Q3 | $3.06M | Sell |
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|
2016
Q2 | $47.7M | Sell |
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|
2016
Q1 | $47.8M | Buy |
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|
2015
Q4 | $46.8M | Buy |
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|
2015
Q3 | $41.2M | Buy |
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|
2015
Q2 | $30.9M | Buy |
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|
2015
Q1 | $18.1M | Sell |
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|
2014
Q4 | $27.6M | Buy |
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|
2014
Q3 | $24.9M | Buy |
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|
2014
Q2 | $22.6M | Sell |
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|
2014
Q1 | $37.2M | Sell |
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|
2013
Q4 | $50.2M | Sell |
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|
2013
Q3 | $95M | Buy |
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|
2013
Q2 | $84.3M | Buy |
|