Mizuho Securities USA’s JPMorgan Chase JPM Stock Holding History

Mizuho Securities USA’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$55.7M	Sell	192,066 -31,818	-14%	-$9.22M	1.19%	13
2025 Q1	$54.9M	Sell	223,884 -42,946	-16%	-$10.5M	1.18%	12
2024 Q4	$64M	Buy	266,830 +82,336	+45%	+$19.7M	1.16%	12
2024 Q3	$38.9M	Sell	184,494 -36,919	-17%	-$7.78M	0.84%	13
2024 Q2	$44.8M	Buy	+221,413	New	+$44.8M	0.99%	13
2022 Q3	–	Sell	-3,584	Closed	-$404K	–	241
2022 Q2	$404K	Hold	3,584	–	–	0.06%	111
2022 Q1	$489K	Sell	3,584 -8,778	-71%	-$1.2M	0.07%	158
2021 Q4	$1.96M	Sell	12,362 -1,218	-9%	-$193K	0.18%	129
2021 Q3	$2.22M	Sell	13,580 -1,227	-8%	-$201K	0.23%	115
2021 Q2	$2.3M	Sell	14,807 -9,039	-38%	-$1.41M	0.19%	94
2021 Q1	$3.63M	Buy	+23,846	New	+$3.63M	0.35%	60
2020 Q1	–	Sell	-5,270	Closed	-$735K	–	139
2019 Q4	$735K	Sell	5,270 -9,030	-63%	-$1.26M	0.04%	116
2019 Q3	$1.68M	Buy	+14,300	New	+$1.68M	0.1%	79
2018 Q3	–	Sell	-77,600	Closed	-$8.09M	–	164
2018 Q2	$8.09M	Buy	77,600 +68,795	+781%	+$7.17M	0.83%	21
2018 Q1	$968K	Sell	8,805 -9,701	-52%	-$1.07M	0.06%	70
2017 Q4	$1.98M	Buy	18,506 +3,199	+21%	+$342K	0.1%	55
2017 Q3	$1.46M	Buy	+15,307	New	+$1.46M	0.08%	74
2017 Q1	–	Sell	-9,439	Closed	-$814K	–	161
2016 Q4	$814K	Sell	9,439 -21,375	-69%	-$1.84M	0.03%	123
2016 Q3	$2.05M	Buy	30,814 +24,829	+415%	+$1.65M	0.17%	84
2016 Q2	$372K	Buy	+5,985	New	+$372K	0.06%	113
2015 Q3	–	Sell	-13,358	Closed	-$905K	–	108
2015 Q2	$905K	Sell	13,358 -74,082	-85%	-$5.02M	0.11%	86
2015 Q1	$5.3M	Sell	87,440 -27,530	-24%	-$1.67M	0.68%	35
2014 Q4	$7.2M	Sell	114,970 -59,023	-34%	-$3.69M	0.71%	33
2014 Q3	$10.5M	Buy	+173,993	New	+$10.5M	1.23%	23
2014 Q1	–	Sell	-113,771	Closed	-$6.65M	–	64
2013 Q4	$6.65M	Sell	113,771 -39,131	-26%	-$2.29M	0.55%	44
2013 Q3	$7.9M	Buy	152,902 +5,968	+4%	+$309K	0.5%	34
2013 Q2	$7.76M	Buy	+146,934	New	+$7.76M	0.38%	33