Mercer Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170M | Buy |
587,767
+12,293
| +2% | +$3.56M | 0.35% | 35 |
|
|
2025
Q1 | $141M | Buy |
575,474
+11,930
| +2% | +$2.93M | 0.32% | 45 |
|
|
2024
Q4 | $135M | Sell |
563,544
-143,307
| -20% | -$34.4M | 0.33% | 46 |
|
|
2024
Q3 | $147M | Buy |
706,851
+66,363
| +10% | +$13.8M | 0.34% | 49 |
|
|
2024
Q2 | $112M | Buy |
640,488
+24,952
| +4% | +$4.35M | 0.3% | 53 |
|
|
2024
Q1 | $123M | Buy |
615,536
+117,301
| +24% | +$23.5M | 0.35% | 52 |
|
|
2023
Q4 | $84.8M | Buy |
498,235
+99,210
| +25% | +$16.9M | 0.25% | 70 |
|
|
2023
Q3 | $57.9M | Buy |
399,025
+7,189
| +2% | +$1.04M | 0.22% | 67 |
|
|
2023
Q2 | $57M | Buy |
391,836
+49,081
| +14% | +$7.14M | 0.23% | 68 |
|
|
2023
Q1 | $44.7M | Buy |
342,755
+6,233
| +2% | +$812K | 0.2% | 78 |
|
|
2022
Q4 | $45.1M | Buy |
336,522
+34,068
| +11% | +$4.57M | 0.23% | 72 |
|
|
2022
Q3 | $31.6M | Buy |
302,454
+4,733
| +2% | +$495K | 0.19% | 85 |
|
|
2022
Q2 | $33.5M | Buy |
297,721
+11,380
| +4% | +$1.28M | 0.21% | 75 |
|
|
2022
Q1 | $39M | Buy |
286,341
+18,110
| +7% | +$2.47M | 0.23% | 67 |
|
|
2021
Q4 | $42.5M | Buy |
268,231
+20,099
| +8% | +$3.18M | 0.26% | 63 |
|
|
2021
Q3 | $40.6M | Buy |
248,132
+7,712
| +3% | +$1.26M | 0.28% | 60 |
|
|
2021
Q2 | $37.4M | Buy |
240,420
+11,691
| +5% | +$1.82M | 0.29% | 64 |
|
|
2021
Q1 | $34.8M | Buy |
228,729
+43,904
| +24% | +$6.68M | 0.32% | 57 |
|
|
2020
Q4 | $23.5M | Sell |
184,825
-14,663
| -7% | -$1.86M | 0.29% | 60 |
|
|
2020
Q3 | $19.2M | Buy |
199,488
+8,506
| +4% | +$819K | 0.29% | 61 |
|
|
2020
Q2 | $18M | Buy |
190,982
+9,366
| +5% | +$881K | 0.33% | 52 |
|
|
2020
Q1 | $16.4M | Buy |
181,616
+54,721
| +43% | +$4.93M | 0.36% | 54 |
|
|
2019
Q4 | $17.7M | Buy |
126,895
+7,405
| +6% | +$1.03M | 0.35% | 59 |
|
|
2019
Q3 | $14.1M | Buy |
119,490
+24,879
| +26% | +$2.93M | 0.33% | 64 |
|
|
2019
Q2 | $10.6M | Buy |
94,611
+6,653
| +8% | +$744K | 0.28% | 72 |
|
|
2019
Q1 | $8.9M | Buy |
+87,958
| New | +$8.9M | 0.32% | 61 |
|