Mercer Global Advisors’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 | $170M | Buy |
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|
2025
Q1 | $141M | Buy |
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|
2024
Q4 | $135M | Sell |
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|
2024
Q3 | $147M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $123M | Buy |
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|
2023
Q4 | $84.8M | Buy |
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|
2023
Q3 | $57.9M | Buy |
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|
2023
Q2 | $57M | Buy |
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|
2023
Q1 | $44.7M | Buy |
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|
2022
Q4 | $45.1M | Buy |
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|
2022
Q3 | $31.6M | Buy |
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|
2022
Q2 | $33.5M | Buy |
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|
2022
Q1 | $39M | Buy |
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|
2021
Q4 | $42.5M | Buy |
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|
2021
Q3 | $40.6M | Buy |
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|
2021
Q2 | $37.4M | Buy |
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|
2021
Q1 | $34.8M | Buy |
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|
2020
Q4 | $23.5M | Sell |
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|
2020
Q3 | $19.2M | Buy |
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|
2020
Q2 | $18M | Buy |
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|
2020
Q1 | $16.4M | Buy |
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|
2019
Q4 | $17.7M | Buy |
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|
2019
Q3 | $14.1M | Buy |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $8.9M | Buy |
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