Mawer Investment Management’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 | $360M | Buy |
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|
2025
Q1 | $106M | Sell |
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|
2024
Q4 | $106M | Sell |
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|
2024
Q3 | $97.4M | Sell |
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|
2024
Q2 | $98.9M | Sell |
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|
2024
Q1 | $113M | Sell |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $95.5M | Sell |
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|
2023
Q2 | $104M | Sell |
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|
2023
Q1 | $113M | Sell |
|
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|
2022
Q4 | $135M | Sell |
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|
2022
Q3 | $109M | Sell |
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|
2022
Q2 | $119M | Sell |
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|
2022
Q1 | $285M | Sell |
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|
2021
Q4 | $353M | Buy |
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|
2021
Q3 | $353M | Sell |
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|
2021
Q2 | $353M | Buy |
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|
2021
Q1 | $337M | Sell |
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|
2020
Q4 | $362M | Buy |
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|
2020
Q3 | $255M | Sell |
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|
2020
Q2 | $255M | Sell |
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|
2020
Q1 | $253M | Sell |
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|
2019
Q4 | $613M | Buy |
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|
2019
Q3 | $501M | Buy |
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|
2019
Q2 | $472M | Buy |
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|
2019
Q1 | $406M | Buy |
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|
2018
Q4 | $374M | Buy |
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|
2018
Q3 | $425M | Buy |
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|
2018
Q2 | $387M | Buy |
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|
2018
Q1 | $332M | Buy |
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|
2017
Q4 | $313M | Buy |
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|
2017
Q3 | $246M | Buy |
|
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|
2017
Q2 | $222M | Sell |
|
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|
2017
Q1 | $229M | Sell |
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|
2016
Q4 | $229M | Sell |
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|
2016
Q3 | $183M | Sell |
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|
2016
Q2 | $176M | Buy |
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|
2016
Q1 | $159M | Buy |
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|
2015
Q4 | $162M | Buy |
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|
2015
Q3 | $141M | Buy |
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|
2015
Q2 | $150M | Buy |
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|
2015
Q1 | $129M | Buy |
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|
2014
Q4 | $130M | Sell |
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|
2014
Q3 | $125M | Buy |
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|
2014
Q2 | $114M | Buy |
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|
2014
Q1 | $107M | Buy |
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|
2013
Q4 | $95M | Buy |
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|
2013
Q3 | $76.3M | Buy |
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|
2013
Q2 | $68.8M | Buy |
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