Morningstar Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.21M | Sell |
29,387
-31,503
| -52% | -$7.73M | 1.32% | 15 |
|
|
2024
Q4 | $14.6M | Sell |
60,890
-514,573
| -89% | -$123M | 1.33% | 15 |
|
|
2024
Q3 | $121M | Sell |
575,463
-2,682
| -0.5% | -$565K | 1.24% | 21 |
|
|
2024
Q2 | $115M | Sell |
578,145
-3,989
| -0.7% | -$794K | 1.25% | 20 |
|
|
2024
Q1 | $116M | Sell |
582,134
-632,685
| -52% | -$126M | 1.28% | 21 |
|
|
2023
Q4 | $207M | Buy |
1,214,819
+600,580
| +98% | +$102M | 1.17% | 24 |
|
|
2023
Q3 | $90.7M | Sell |
614,239
-5,027
| -0.8% | -$742K | 1.16% | 22 |
|
|
2023
Q2 | $88.2M | Sell |
619,266
-6,898
| -1% | -$982K | 1.13% | 23 |
|
|
2023
Q1 | $80.7M | Buy |
626,164
+7,465
| +1% | +$962K | 1.08% | 24 |
|
|
2022
Q4 | $84.2M | Sell |
618,699
-1,899
| -0.3% | -$258K | 1.15% | 21 |
|
|
2022
Q3 | $77.3M | Buy |
620,598
+16,470
| +3% | +$2.05M | 1.09% | 23 |
|
|
2022
Q2 | $69.7M | Buy |
604,128
+423,931
| +235% | +$48.9M | 0.93% | 31 |
|
|
2022
Q1 | $25.4M | Sell |
180,197
-279
| -0.2% | -$39.3K | 0.28% | 85 |
|
|
2021
Q4 | $28.6M | Sell |
180,476
-2,045
| -1% | -$324K | 0.32% | 79 |
|
|
2021
Q3 | $30.3M | Sell |
182,521
-2,237
| -1% | -$371K | 0.36% | 73 |
|
|
2021
Q2 | $28.5M | Sell |
184,758
-459
| -0.2% | -$70.8K | 0.34% | 79 |
|
|
2021
Q1 | $28.6M | Sell |
185,217
-14,574
| -7% | -$2.25M | 0.37% | 80 |
|
|
2020
Q4 | $25.4M | Sell |
199,791
-8,668
| -4% | -$1.1M | 0.35% | 78 |
|
|
2020
Q3 | $19.9M | Sell |
208,459
-4,617
| -2% | -$441K | 0.31% | 83 |
|
|
2020
Q2 | $19.8M | Sell |
213,076
-8,496
| -4% | -$790K | 0.33% | 81 |
|
|
2020
Q1 | $20.7M | Buy |
221,572
+894
| +0.4% | +$83.6K | 0.38% | 75 |
|
|
2019
Q4 | $30.8M | Sell |
220,678
-7,446
| -3% | -$1.04M | 0.48% | 68 |
|
|
2019
Q3 | $26.8M | Sell |
228,124
-5,265
| -2% | -$620K | 0.45% | 70 |
|
|
2019
Q2 | $26.1M | Sell |
233,389
-3,508
| -1% | -$392K | 0.43% | 76 |
|
|
2019
Q1 | $24M | Buy |
236,897
+225,268
| +1,937% | +$22.8M | 0.41% | 77 |
|
|
2018
Q4 | $1.14M | Buy |
11,629
+572
| +5% | +$55.8K | 0.02% | 135 |
|
|
2018
Q3 | $1.25M | Sell |
11,057
-274
| -2% | -$30.9K | 0.02% | 136 |
|
|
2018
Q2 | $1.18M | Buy |
11,331
+466
| +4% | +$48.6K | 0.02% | 136 |
|
|
2018
Q1 | $1.2M | Buy |
10,865
+906
| +9% | +$99.6K | 0.02% | 137 |
|
|
2017
Q4 | $1.07M | Sell |
9,959
-1,071
| -10% | -$115K | 0.02% | 139 |
|
|
2017
Q3 | $1.05M | Buy |
11,030
+748
| +7% | +$71.4K | 0.02% | 137 |
|
|
2017
Q2 | $940K | Sell |
10,282
-833
| -7% | -$76.2K | 0.02% | 135 |
|
|
2017
Q1 | $976K | Sell |
11,115
-23,524
| -68% | -$2.07M | 0.02% | 133 |
|
|
2016
Q4 | $2.99M | Buy |
34,639
+24,127
| +230% | +$2.08M | 0.1% | 116 |
|
|
2016
Q3 | $700K | Hold |
10,512
| – | – | 0.02% | 174 |
|
|
2016
Q2 | $644K | Sell |
10,512
-1,506
| -13% | -$92.3K | 0.02% | 175 |
|
|
2016
Q1 | $712K | Sell |
12,018
-2,826
| -19% | -$167K | 0.02% | 174 |
|
|
2015
Q4 | $980K | Buy |
14,844
+190
| +1% | +$12.5K | 0.04% | 159 |
|
|
2015
Q3 | $893K | Buy |
14,654
+3,066
| +26% | +$187K | 0.04% | 165 |
|
|
2015
Q2 | $785K | Sell |
11,588
-1,886
| -14% | -$128K | 0.03% | 164 |
|
|
2015
Q1 | $816K | Buy |
13,474
+5,921
| +78% | +$359K | 0.04% | 161 |
|
|
2014
Q4 | $473K | Buy |
7,553
+168
| +2% | +$10.5K | 0.02% | 184 |
|
|
2014
Q3 | $445K | Buy |
7,385
+1,459
| +25% | +$87.9K | 0.02% | 183 |
|
|
2014
Q2 | $341K | Buy |
5,926
+350
| +6% | +$20.1K | 0.02% | 179 |
|
|
2014
Q1 | $339K | Sell |
5,576
-42,124
| -88% | -$2.56M | 0.02% | 180 |
|
|
2013
Q4 | $2.79M | Buy |
47,700
+4,411
| +10% | +$258K | 0.21% | 98 |
|
|
2013
Q3 | $2.26M | Buy |
43,289
+4,887
| +13% | +$255K | 0.2% | 100 |
|
|
2013
Q2 | $2.03M | Buy |
+38,402
| New | +$2.03M | 0.21% | 88 |
|