Marshall Wace’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
62,516
+44,816
| +253% | +$13M | 0.02% | 566 |
|
|
2025
Q1 | $4.34M | Buy |
+17,700
| New | +$4.34M | 0.01% | 1053 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2598 |
|
|
2024
Q2 | – | Sell |
-498,724
| Closed | -$99.9M | – | 2485 |
|
|
2024
Q1 | $99.9M | Sell |
498,724
-1,401,633
| -74% | -$281M | 0.15% | 115 |
|
|
2023
Q4 | $323M | Sell |
1,900,357
-802,458
| -30% | -$136M | 0.55% | 23 |
|
|
2023
Q3 | $392M | Buy |
2,702,815
+759,476
| +39% | +$110M | 0.79% | 16 |
|
|
2023
Q2 | $283M | Buy |
1,943,339
+1,128,112
| +138% | +$164M | 0.55% | 20 |
|
|
2023
Q1 | $106M | Sell |
815,227
-636,996
| -44% | -$83M | 0.23% | 88 |
|
|
2022
Q4 | $195M | Sell |
1,452,223
-2,247,728
| -61% | -$301M | 0.44% | 32 |
|
|
2022
Q3 | $387M | Buy |
3,699,951
+3,069,265
| +487% | +$321M | 0.85% | 6 |
|
|
2022
Q2 | $71M | Buy |
630,686
+539,236
| +590% | +$60.7M | 0.15% | 132 |
|
|
2022
Q1 | $12.5M | Sell |
91,450
-1,439,304
| -94% | -$196M | 0.02% | 675 |
|
|
2021
Q4 | $242M | Buy |
1,530,754
+1,435,816
| +1,512% | +$227M | 0.45% | 31 |
|
|
2021
Q3 | $15.5M | Buy |
94,938
+20,425
| +27% | +$3.34M | 0.06% | 300 |
|
|
2021
Q2 | $11.6M | Buy |
74,513
+773
| +1% | +$120K | 0.05% | 373 |
|
|
2021
Q1 | $11.2M | Sell |
73,740
-388,647
| -84% | -$59.2M | 0.05% | 362 |
|
|
2020
Q4 | $58.8M | Sell |
462,387
-362,647
| -44% | -$46.1M | 0.32% | 48 |
|
|
2020
Q3 | $79.4M | Buy |
825,034
+41,679
| +5% | +$4.01M | 0.51% | 29 |
|
|
2020
Q2 | $73.7M | Buy |
+783,355
| New | +$73.7M | 0.52% | 28 |
|
|
2019
Q3 | – | Sell |
-1,893
| Closed | -$212K | – | 1749 |
|
|
2019
Q2 | $212K | Sell |
1,893
-66,565
| -97% | -$7.45M | ﹤0.01% | 1203 |
|
|
2019
Q1 | $6.93M | Buy |
68,458
+19,900
| +41% | +$2.01M | 0.07% | 361 |
|
|
2018
Q4 | $4.74M | Sell |
48,558
-10,385
| -18% | -$1.01M | 0.05% | 455 |
|
|
2018
Q3 | $6.65M | Buy |
+58,943
| New | +$6.65M | 0.06% | 391 |
|
|
2018
Q2 | – | Sell |
-91,260
| Closed | -$10M | – | 764 |
|
|
2018
Q1 | $10M | Sell |
91,260
-107,597
| -54% | -$11.8M | 0.42% | 68 |
|
|
2017
Q4 | $21.3M | Buy |
198,857
+177,892
| +849% | +$19M | 0.89% | 25 |
|
|
2017
Q3 | $2.01M | Sell |
20,965
-34,052
| -62% | -$3.27M | 0.09% | 161 |
|
|
2017
Q2 | $5.01M | Sell |
55,017
-113,465
| -67% | -$10.3M | 0.22% | 90 |
|
|
2017
Q1 | $14.8M | Sell |
168,482
-193,558
| -53% | -$17M | 0.72% | 39 |
|
|
2016
Q4 | $31.2M | Buy |
+362,040
| New | +$31.2M | 0.21% | 131 |
|
|
2016
Q2 | – | Sell |
-220,956
| Closed | -$13.1M | – | 1054 |
|
|
2016
Q1 | $13.1M | Buy |
220,956
+5,961
| +3% | +$353K | 0.13% | 166 |
|
|
2015
Q4 | $14.2M | Sell |
214,995
-753,413
| -78% | -$49.7M | 0.13% | 181 |
|
|
2015
Q3 | $59M | Buy |
968,408
+172,361
| +22% | +$10.5M | 0.73% | 27 |
|
|
2015
Q2 | $53.9M | Buy |
796,047
+163,545
| +26% | +$11.1M | 0.7% | 23 |
|
|
2015
Q1 | $38.3M | Buy |
+632,502
| New | +$38.3M | 0.5% | 47 |
|
|
2014
Q2 | – | Sell |
-6,468
| Closed | -$393K | – | 996 |
|
|
2014
Q1 | $393K | Buy |
+6,468
| New | +$393K | 0.01% | 631 |
|