Morningstar Investment Services’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
Q1 | $7.21M | Sell |
|
|||||
|
2024
Q4 | $14.6M | Sell |
|
|||||
|
2024
Q3 | $121M | Sell |
|
|||||
|
2024
Q2 | $115M | Sell |
|
|||||
|
2024
Q1 | $116M | Sell |
|
|||||
|
2023
Q4 | $207M | Buy |
|
|||||
|
2023
Q3 | $90.7M | Sell |
|
|||||
|
2023
Q2 | $88.2M | Sell |
|
|||||
|
2023
Q1 | $80.7M | Buy |
|
|||||
|
2022
Q4 | $84.2M | Sell |
|
|||||
|
2022
Q3 | $77.3M | Buy |
|
|||||
|
2022
Q2 | $69.7M | Buy |
|
|||||
|
2022
Q1 | $25.4M | Sell |
|
|||||
|
2021
Q4 | $28.6M | Sell |
|
|||||
|
2021
Q3 | $30.3M | Sell |
|
|||||
|
2021
Q2 | $28.5M | Sell |
|
|||||
|
2021
Q1 | $28.6M | Sell |
|
|||||
|
2020
Q4 | $25.4M | Sell |
|
|||||
|
2020
Q3 | $19.9M | Sell |
|
|||||
|
2020
Q2 | $19.8M | Sell |
|
|||||
|
2020
Q1 | $20.7M | Buy |
|
|||||
|
2019
Q4 | $30.8M | Sell |
|
|||||
|
2019
Q3 | $26.8M | Sell |
|
|||||
|
2019
Q2 | $26.1M | Sell |
|
|||||
|
2019
Q1 | $24M | Buy |
|
|||||
|
2018
Q4 | $1.14M | Buy |
|
|||||
|
2018
Q3 | $1.25M | Sell |
|
|||||
|
2018
Q2 | $1.18M | Buy |
|
|||||
|
2018
Q1 | $1.2M | Buy |
|
|||||
|
2017
Q4 | $1.06M | Sell |
|
|||||
|
2017
Q3 | $1.05M | Buy |
|
|||||
|
2017
Q2 | $940K | Sell |
|
|||||
|
2017
Q1 | $976K | Sell |
|
|||||
|
2016
Q4 | $2.99M | Buy |
|
|||||
|
2016
Q3 | $700K | Hold |
|
|||||
|
2016
Q2 | $644K | Sell |
|
|||||
|
2016
Q1 | $712K | Sell |
|
|||||
|
2015
Q4 | $980K | Buy |
|
|||||
|
2015
Q3 | $893K | Buy |
|
|||||
|
2015
Q2 | $785K | Sell |
|
|||||
|
2015
Q1 | $816K | Buy |
|
|||||
|
2014
Q4 | $473K | Buy |
|
|||||
|
2014
Q3 | $445K | Buy |
|
|||||
|
2014
Q2 | $341K | Buy |
|
|||||
|
2014
Q1 | $339K | Sell |
|
|||||
|
2013
Q4 | $2.79M | Buy |
|
|||||
|
2013
Q3 | $2.25M | Buy |
|
|||||
|
2013
Q2 | $2.03M | Buy |
|