Mawer Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360M | Buy |
1,241,969
+809,976
| +187% | +$235M | 1.83% | 14 |
|
|
2025
Q1 | $106M | Sell |
431,993
-10,884
| -2% | -$2.67M | 0.51% | 43 |
|
|
2024
Q4 | $106M | Sell |
442,877
-19,087
| -4% | -$4.58M | 0.48% | 46 |
|
|
2024
Q3 | $97.4M | Sell |
461,964
-26,962
| -6% | -$5.69M | 0.44% | 49 |
|
|
2024
Q2 | $98.9M | Sell |
488,926
-76,613
| -14% | -$15.5M | 0.47% | 46 |
|
|
2024
Q1 | $113M | Sell |
565,539
-25,299
| -4% | -$5.07M | 0.53% | 41 |
|
|
2023
Q4 | $101M | Sell |
590,838
-67,528
| -10% | -$11.5M | 0.51% | 43 |
|
|
2023
Q3 | $95.5M | Sell |
658,366
-54,878
| -8% | -$7.96M | 0.51% | 46 |
|
|
2023
Q2 | $104M | Sell |
713,244
-154,314
| -18% | -$22.4M | 0.54% | 44 |
|
|
2023
Q1 | $113M | Sell |
867,558
-136,977
| -14% | -$17.8M | 0.62% | 38 |
|
|
2022
Q4 | $135M | Sell |
1,004,535
-40,685
| -4% | -$5.46M | 0.76% | 36 |
|
|
2022
Q3 | $109M | Sell |
1,045,220
-9,908
| -0.9% | -$1.04M | 0.66% | 36 |
|
|
2022
Q2 | $119M | Sell |
1,055,128
-1,037,284
| -50% | -$117M | 0.67% | 34 |
|
|
2022
Q1 | $285M | Sell |
2,092,412
-134,264
| -6% | -$18.3M | 1.35% | 22 |
|
|
2021
Q4 | $353M | Buy |
2,226,676
+72,197
| +3% | +$11.4M | 1.59% | 20 |
|
|
2021
Q3 | $353M | Sell |
2,154,479
-113,682
| -5% | -$18.6M | 1.69% | 20 |
|
|
2021
Q2 | $353M | Buy |
2,268,161
+53,087
| +2% | +$8.26M | 1.75% | 22 |
|
|
2021
Q1 | $337M | Sell |
2,215,074
-635,224
| -22% | -$96.7M | 1.83% | 20 |
|
|
2020
Q4 | $362M | Buy |
2,850,298
+169,346
| +6% | +$21.5M | 2.13% | 18 |
|
|
2020
Q3 | $255M | Sell |
2,680,952
-30,443
| -1% | -$2.89M | 1.66% | 23 |
|
|
2020
Q2 | $255M | Sell |
2,711,395
-85,381
| -3% | -$8.03M | 1.88% | 18 |
|
|
2020
Q1 | $253M | Sell |
2,796,776
-1,597,888
| -36% | -$144M | 2.33% | 15 |
|
|
2019
Q4 | $613M | Buy |
4,394,664
+141,598
| +3% | +$19.7M | 4.96% | 2 |
|
|
2019
Q3 | $501M | Buy |
4,253,066
+29,947
| +0.7% | +$3.52M | 4.58% | 3 |
|
|
2019
Q2 | $472M | Buy |
4,223,119
+216,479
| +5% | +$24.2M | 3.05% | 5 |
|
|
2019
Q1 | $406M | Buy |
4,006,640
+176,103
| +5% | +$17.8M | 2.89% | 8 |
|
|
2018
Q4 | $374M | Buy |
3,830,537
+63,503
| +2% | +$6.2M | 3.1% | 6 |
|
|
2018
Q3 | $425M | Buy |
3,767,034
+55,353
| +1% | +$6.25M | 3.19% | 5 |
|
|
2018
Q2 | $387M | Buy |
3,711,681
+690,308
| +23% | +$71.9M | 3.12% | 5 |
|
|
2018
Q1 | $332M | Buy |
3,021,373
+97,354
| +3% | +$10.7M | 2.78% | 8 |
|
|
2017
Q4 | $313M | Buy |
2,924,019
+351,438
| +14% | +$37.6M | 2.59% | 8 |
|
|
2017
Q3 | $246M | Buy |
2,572,581
+145,135
| +6% | +$13.9M | 2.1% | 13 |
|
|
2017
Q2 | $222M | Sell |
2,427,446
-179,825
| -7% | -$16.4M | 2.05% | 13 |
|
|
2017
Q1 | $229M | Sell |
2,607,271
-47,009
| -2% | -$4.13M | 2.21% | 13 |
|
|
2016
Q4 | $229M | Sell |
2,654,280
-110,594
| -4% | -$9.54M | 2.34% | 11 |
|
|
2016
Q3 | $183M | Sell |
2,764,874
-73,833
| -3% | -$4.88M | 1.92% | 15 |
|
|
2016
Q2 | $176M | Buy |
2,838,707
+145,389
| +5% | +$9.03M | 2.49% | 10 |
|
|
2016
Q1 | $159M | Buy |
2,693,318
+238,444
| +10% | +$14.1M | 1.85% | 15 |
|
|
2015
Q4 | $162M | Buy |
2,454,874
+144,240
| +6% | +$9.52M | 2.08% | 13 |
|
|
2015
Q3 | $141M | Buy |
2,310,634
+91,648
| +4% | +$5.59M | 1.93% | 15 |
|
|
2015
Q2 | $150M | Buy |
2,218,986
+179,299
| +9% | +$12.2M | 1.92% | 16 |
|
|
2015
Q1 | $129M | Buy |
2,039,687
+58,190
| +3% | +$3.67M | 1.64% | 18 |
|
|
2014
Q4 | $130M | Sell |
1,981,497
-96,609
| -5% | -$6.32M | 1.68% | 19 |
|
|
2014
Q3 | $125M | Buy |
2,078,106
+104,698
| +5% | +$6.31M | 1.68% | 18 |
|
|
2014
Q2 | $114M | Buy |
1,973,408
+215,413
| +12% | +$12.4M | 1.51% | 23 |
|
|
2014
Q1 | $107M | Buy |
1,757,995
+131,585
| +8% | +$7.99M | 1.52% | 22 |
|
|
2013
Q4 | $95M | Buy |
1,626,410
+150,049
| +10% | +$8.76M | 1.39% | 25 |
|
|
2013
Q3 | $76.3M | Buy |
1,476,361
+173,575
| +13% | +$8.97M | 1.23% | 28 |
|
|
2013
Q2 | $68.8M | Buy |
+1,302,786
| New | +$68.8M | 2.56% | 9 |
|