Natixis Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678M | Buy |
2,337,343
+143,203
| +7% | +$41.5M | 1.08% | 12 |
|
|
2025
Q1 | $538M | Sell |
2,194,140
-17,710
| -0.8% | -$4.34M | 0.99% | 10 |
|
|
2024
Q4 | $530M | Sell |
2,211,850
-13,860
| -0.6% | -$3.32M | 0.99% | 13 |
|
|
2024
Q3 | $469M | Sell |
2,225,710
-45,531
| -2% | -$9.6M | 0.92% | 12 |
|
|
2024
Q2 | $459M | Buy |
2,271,241
+113,825
| +5% | +$23M | 1% | 11 |
|
|
2024
Q1 | $432M | Buy |
2,157,416
+206,717
| +11% | +$41.4M | 0.99% | 10 |
|
|
2023
Q4 | $332M | Buy |
1,950,699
+247,891
| +15% | +$42.2M | 0.87% | 12 |
|
|
2023
Q3 | $247M | Buy |
1,702,808
+92,804
| +6% | +$13.5M | 0.76% | 16 |
|
|
2023
Q2 | $234M | Buy |
1,610,004
+88,469
| +6% | +$12.9M | 0.72% | 20 |
|
|
2023
Q1 | $198M | Buy |
1,521,535
+80,126
| +6% | +$10.4M | 0.68% | 21 |
|
|
2022
Q4 | $193M | Buy |
1,441,409
+65,778
| +5% | +$8.82M | 0.73% | 13 |
|
|
2022
Q3 | $144M | Buy |
1,375,631
+162,988
| +13% | +$17M | 0.61% | 20 |
|
|
2022
Q2 | $137M | Buy |
1,212,643
+80,487
| +7% | +$9.06M | 0.6% | 18 |
|
|
2022
Q1 | $154M | Sell |
1,132,156
-56,299
| -5% | -$7.67M | 0.59% | 23 |
|
|
2021
Q4 | $188M | Buy |
1,188,455
+55,744
| +5% | +$8.83M | 0.72% | 16 |
|
|
2021
Q3 | $185M | Buy |
1,132,711
+10,574
| +0.9% | +$1.73M | 0.76% | 16 |
|
|
2021
Q2 | $175M | Buy |
1,122,137
+13,594
| +1% | +$2.11M | 0.81% | 13 |
|
|
2021
Q1 | $169M | Buy |
1,108,543
+24,193
| +2% | +$3.68M | 0.88% | 12 |
|
|
2020
Q4 | $138M | Buy |
1,084,350
+55,078
| +5% | +$7M | 0.79% | 13 |
|
|
2020
Q3 | $99.1M | Sell |
1,029,272
-3,919
| -0.4% | -$377K | 0.62% | 26 |
|
|
2020
Q2 | $97.2M | Sell |
1,033,191
-60,968
| -6% | -$5.73M | 0.65% | 25 |
|
|
2020
Q1 | $98.5M | Buy |
1,094,159
+46,742
| +4% | +$4.21M | 0.8% | 20 |
|
|
2019
Q4 | $146M | Buy |
1,047,417
+61,870
| +6% | +$8.62M | 1.03% | 9 |
|
|
2019
Q3 | $116M | Buy |
985,547
+49,410
| +5% | +$5.82M | 0.92% | 13 |
|
|
2019
Q2 | $105M | Buy |
936,137
+67,239
| +8% | +$7.52M | 0.85% | 14 |
|
|
2019
Q1 | $88M | Buy |
868,898
+13,003
| +2% | +$1.32M | 0.77% | 16 |
|
|
2018
Q4 | $83.6M | Sell |
855,895
-53,463
| -6% | -$5.22M | 0.82% | 19 |
|
|
2018
Q3 | $103M | Buy |
909,358
+14,528
| +2% | +$1.64M | 0.9% | 13 |
|
|
2018
Q2 | $93.2M | Buy |
894,830
+16,306
| +2% | +$1.7M | 0.89% | 14 |
|
|
2018
Q1 | $96.6M | Sell |
878,524
-5,196
| -0.6% | -$571K | 0.95% | 12 |
|
|
2017
Q4 | $94.5M | Sell |
883,720
-11,059
| -1% | -$1.18M | 0.96% | 13 |
|
|
2017
Q3 | $85.5M | Buy |
894,779
+1,785
| +0.2% | +$170K | 0.9% | 13 |
|
|
2017
Q2 | $81.6M | Sell |
892,994
-183,617
| -17% | -$16.8M | 0.88% | 15 |
|
|
2017
Q1 | $94.6M | Sell |
1,076,611
-99,116
| -8% | -$8.71M | 1.05% | 11 |
|
|
2016
Q4 | $101M | Sell |
1,175,727
-74,589
| -6% | -$6.44M | 1.22% | 6 |
|
|
2016
Q3 | $83.3M | Sell |
1,250,316
-22,359
| -2% | -$1.49M | 1.08% | 8 |
|
|
2016
Q2 | $79.1M | Buy |
1,272,675
+16,960
| +1% | +$1.05M | 1.09% | 7 |
|
|
2016
Q1 | $74.4M | Buy |
1,255,715
+349,535
| +39% | +$20.7M | 1.11% | 7 |
|
|
2015
Q4 | $59.8M | Buy |
906,180
+44,253
| +5% | +$2.92M | 0.98% | 8 |
|
|
2015
Q3 | $52.6M | Buy |
861,927
+20,722
| +2% | +$1.26M | 0.91% | 10 |
|
|
2015
Q2 | $57M | Buy |
841,205
+61,813
| +8% | +$4.19M | 0.97% | 6 |
|
|
2015
Q1 | $47.2M | Buy |
779,392
+81,899
| +12% | +$4.96M | 0.83% | 9 |
|
|
2014
Q4 | $43.6M | Buy |
697,493
+6,854
| +1% | +$429K | 0.82% | 6 |
|
|
2014
Q3 | $41.6M | Sell |
690,639
-110,375
| -14% | -$6.65M | 0.83% | 5 |
|
|
2014
Q2 | $46.2M | Sell |
801,014
-53,872
| -6% | -$3.1M | 0.66% | 10 |
|
|
2014
Q1 | $51.9M | Buy |
854,886
+66,967
| +8% | +$4.07M | 0.8% | 6 |
|
|
2013
Q4 | $46.1M | Buy |
787,919
+105,928
| +16% | +$6.19M | 0.75% | 8 |
|
|
2013
Q3 | $35.3M | Buy |
681,991
+48,224
| +8% | +$2.49M | 0.65% | 10 |
|
|
2013
Q2 | $33.5M | Buy |
+633,767
| New | +$33.5M | 0.67% | 10 |
|