Main Street Research’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 | $65M | Buy |
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|
2025
Q1 | $53.6M | Buy |
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|
2024
Q4 | $51.5M | Buy |
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|
2024
Q3 | $44.4M | Buy |
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|
2024
Q2 | $41.4M | Buy |
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|
2024
Q1 | $38.8M | Buy |
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|
2023
Q4 | $30.6M | Buy |
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|
2023
Q3 | $21.7M | Buy |
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|
2023
Q2 | $12.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $30.6M | Buy |
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|
2021
Q3 | $30M | Buy |
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|
2021
Q2 | $27.5M | Buy |
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|
2021
Q1 | $25.5M | Buy |
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|
2020
Q4 | $20.4M | Buy |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15.9M | Sell |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $19.4M | Buy |
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|
2018
Q2 | $17.2M | Sell |
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|
2018
Q1 | $18.4M | Buy |
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|
2017
Q4 | $17.2M | Buy |
|
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|
2017
Q3 | $15.1M | Sell |
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|
2017
Q2 | $14.5M | Buy |
|
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|
2017
Q1 | $13.2M | Buy |
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|
2016
Q4 | $12.6M | Buy |
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|
2016
Q3 | $9.71M | Buy |
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|
2016
Q2 | $4.56M | Buy |
|
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|
2016
Q1 | $4.28M | Sell |
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|
2015
Q4 | $9.72M | Buy |
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|
2015
Q3 | $9.41M | Buy |
|
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|
2015
Q2 | $390K | Buy |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $268K | Buy |
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|
2014
Q3 | $214K | Sell |
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|
2014
Q2 | $212K | Buy |
|