Massachusetts Financial Services’s JPMorgan Chase JPM Stock Holding History

Massachusetts Financial Services’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.03B	Sell	17,366,071 -830,999	-5%	-$241M	1.6%	6
2025 Q1	$4.46B	Sell	18,197,070 -3,634,020	-17%	-$891M	1.48%	7
2024 Q4	$5.23B	Sell	21,831,090 -3,109,822	-12%	-$745M	1.65%	7
2024 Q3	$5.26B	Sell	24,940,912 -3,015,421	-11%	-$636M	1.57%	7
2024 Q2	$5.65B	Sell	27,956,333 -874,861	-3%	-$177M	1.74%	6
2024 Q1	$5.77B	Sell	28,831,194 -667,379	-2%	-$134M	1.73%	4
2023 Q4	$5.02B	Sell	29,498,573 -1,074,640	-4%	-$183M	1.62%	5
2023 Q3	$4.43B	Sell	30,573,213 -829,184	-3%	-$120M	1.55%	5
2023 Q2	$4.57B	Sell	31,402,397 -439,429	-1%	-$63.9M	1.5%	7
2023 Q1	$4.15B	Sell	31,841,826 -375,481	-1%	-$48.9M	1.42%	9
2022 Q4	$4.32B	Sell	32,217,307 -653,960	-2%	-$87.7M	1.51%	6
2022 Q3	$3.44B	Sell	32,871,267 -29,832	-0.1%	-$3.12M	1.28%	10
2022 Q2	$3.7B	Sell	32,901,099 -469,854	-1%	-$52.9M	1.28%	11
2022 Q1	$4.55B	Sell	33,370,953 -13,747	-0%	-$1.87M	1.35%	12
2021 Q4	$5.29B	Sell	33,384,700 -160,190	-0.5%	-$25.4M	1.45%	9
2021 Q3	$5.49B	Buy	33,544,890 +1,622,530	+5%	+$266M	1.61%	8
2021 Q2	$4.97B	Sell	31,922,360 -949,057	-3%	-$148M	1.45%	9
2021 Q1	$5B	Sell	32,871,417 -1,917,942	-6%	-$292M	1.54%	9
2020 Q4	$4.42B	Sell	34,789,359 -2,733	-0%	-$347K	1.42%	11
2020 Q3	$3.35B	Buy	34,792,092 +83,138	+0.2%	+$8M	1.21%	14
2020 Q2	$3.26B	Buy	34,708,954 +835,261	+2%	+$78.6M	1.29%	13
2020 Q1	$3.05B	Sell	33,873,693 -94,289	-0.3%	-$8.49M	1.45%	12
2019 Q4	$4.74B	Sell	33,967,982 -2,274,376	-6%	-$317M	1.78%	7
2019 Q3	$4.27B	Sell	36,242,358 -403,946	-1%	-$47.5M	1.71%	7
2019 Q2	$4.1B	Sell	36,646,304 -741,431	-2%	-$82.9M	1.67%	9
2019 Q1	$3.78B	Sell	37,387,735 -446,104	-1%	-$45.2M	1.6%	10
2018 Q4	$3.69B	Sell	37,833,839 -1,413,886	-4%	-$138M	1.77%	7
2018 Q3	$4.43B	Sell	39,247,725 -2,145,602	-5%	-$242M	1.82%	6
2018 Q2	$4.31B	Sell	41,393,327 -434,997	-1%	-$45.3M	1.85%	5
2018 Q1	$4.6B	Sell	41,828,324 -3,753,175	-8%	-$413M	1.97%	5
2017 Q4	$4.87B	Sell	45,581,499 -798,103	-2%	-$85.3M	2.04%	3
2017 Q3	$4.43B	Buy	46,379,602 +594,049	+1%	+$56.7M	1.92%	4
2017 Q2	$4.18B	Sell	45,785,553 -584,188	-1%	-$53.4M	1.86%	4
2017 Q1	$4.07B	Sell	46,369,741 -1,994,761	-4%	-$175M	1.91%	4
2016 Q4	$4.17B	Sell	48,364,502 -6,471,399	-12%	-$558M	2.04%	2
2016 Q3	$3.65B	Sell	54,835,901 -5,680,564	-9%	-$378M	1.78%	6
2016 Q2	$3.76B	Buy	60,516,465 +1,331,994	+2%	+$82.8M	1.89%	5
2016 Q1	$3.5B	Buy	59,184,471 +1,027,735	+2%	+$60.9M	1.82%	6
2015 Q4	$3.84B	Sell	58,156,736 -473,904	-0.8%	-$31.3M	2.05%	3
2015 Q3	$3.57B	Sell	58,630,640 -1,199,202	-2%	-$73.1M	2%	4
2015 Q2	$4.05B	Sell	59,829,842 -1,008,191	-2%	-$68.3M	2.06%	3
2015 Q1	$3.69B	Buy	60,838,033 +1,062,802	+2%	+$64.4M	1.86%	5
2014 Q4	$3.74B	Sell	59,775,231 -1,639,730	-3%	-$103M	1.9%	6
2014 Q3	$3.7B	Sell	61,414,961 -253,917	-0.4%	-$15.3M	1.96%	6
2014 Q2	$3.55B	Buy	61,668,878 +2,687,956	+5%	+$155M	1.86%	6
2014 Q1	$3.58B	Buy	58,980,922 +355,063	+0.6%	+$21.6M	1.96%	6
2013 Q4	$3.43B	Buy	58,625,859 +3,116,692	+6%	+$182M	1.92%	6
2013 Q3	$2.87B	Buy	55,509,167 +4,135,342	+8%	+$214M	1.78%	7
2013 Q2	$2.71B	Buy	+51,373,825	New	+$2.71B	1.83%	7