Nexus Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.2M | Sell |
197,419
-1,203
| -0.6% | -$349K | 8.55% | 2 |
|
|
2025
Q1 | $70.1M | Sell |
198,622
-285
| -0.1% | -$101K | 7.93% | 1 |
|
|
2024
Q4 | $47.7M | Sell |
198,907
-14,380
| -7% | -$3.45M | 4.77% | 2 |
|
|
2024
Q3 | $45M | Sell |
213,287
-29,910
| -12% | -$6.31M | 4.41% | 4 |
|
|
2024
Q2 | $49.2M | Sell |
243,197
-17,690
| -7% | -$3.58M | 5.17% | 2 |
|
|
2024
Q1 | $52.3M | Sell |
260,887
-910
| -0.3% | -$182K | 5.04% | 1 |
|
|
2023
Q4 | $44.5M | Sell |
261,797
-2,285
| -0.9% | -$389K | 4.65% | 3 |
|
|
2023
Q3 | $38.3M | Sell |
264,082
-1,015
| -0.4% | -$147K | 4.32% | 4 |
|
|
2023
Q2 | $38.6M | Buy |
265,097
+925
| +0.4% | +$135K | 4.2% | 4 |
|
|
2023
Q1 | $34.4M | Sell |
264,172
-1,200
| -0.5% | -$156K | 3.8% | 5 |
|
|
2022
Q4 | $35.6M | Sell |
265,372
-700
| -0.3% | -$93.9K | 4.02% | 6 |
|
|
2022
Q3 | $27.8M | Buy |
266,072
+14,100
| +6% | +$1.47M | 3.46% | 9 |
|
|
2022
Q2 | $28.4M | Sell |
251,972
-7,100
| -3% | -$800K | 3.26% | 12 |
|
|
2022
Q1 | $35.3M | Buy |
259,072
+585
| +0.2% | +$79.7K | 3.71% | 11 |
|
|
2021
Q4 | $40.9M | Sell |
258,487
-4,010
| -2% | -$635K | 4.16% | 5 |
|
|
2021
Q3 | $43M | Sell |
262,497
-17,973
| -6% | -$2.94M | 4.64% | 3 |
|
|
2021
Q2 | $43.6M | Sell |
280,470
-11,095
| -4% | -$1.73M | 4.51% | 3 |
|
|
2021
Q1 | $44.4M | Sell |
291,565
-13,590
| -4% | -$2.07M | 5.06% | 3 |
|
|
2020
Q4 | $38M | Sell |
305,155
-4,515
| -1% | -$562K | 4.9% | 3 |
|
|
2020
Q3 | $29.8M | Buy |
309,670
+2,100
| +0.7% | +$202K | 4.51% | 8 |
|
|
2020
Q2 | $28.9M | Buy |
307,570
+2,950
| +1% | +$277K | 4.45% | 7 |
|
|
2020
Q1 | $27.4M | Buy |
304,620
+1,830
| +0.6% | +$165K | 4.84% | 4 |
|
|
2019
Q4 | $42.2M | Sell |
302,790
-850
| -0.3% | -$118K | 5.78% | 2 |
|
|
2019
Q3 | $35.7M | Sell |
303,640
-2,420
| -0.8% | -$285K | 5.08% | 3 |
|
|
2019
Q2 | $34.2M | Sell |
306,060
-2,540
| -0.8% | -$284K | 4.74% | 4 |
|
|
2019
Q1 | $31.2M | Sell |
308,600
-1,630
| -0.5% | -$165K | 4.62% | 4 |
|
|
2018
Q4 | $30.3M | Sell |
310,230
-4,072
| -1% | -$398K | 5.29% | 3 |
|
|
2018
Q3 | $35.5M | Sell |
314,302
-5,085
| -2% | -$574K | 5.07% | 3 |
|
|
2018
Q2 | $33.3M | Sell |
319,387
-2,341
| -0.7% | -$244K | 4.93% | 3 |
|
|
2018
Q1 | $35.4M | Sell |
321,728
-5,147
| -2% | -$566K | 5.43% | 3 |
|
|
2017
Q4 | $35M | Sell |
326,875
-1,175
| -0.4% | -$126K | 5.18% | 5 |
|
|
2017
Q3 | $31.3M | Buy |
328,050
+380
| +0.1% | +$36.3K | 4.9% | 5 |
|
|
2017
Q2 | $29.9M | Sell |
327,670
-10,725
| -3% | -$980K | 4.88% | 4 |
|
|
2017
Q1 | $29.7M | Buy |
338,395
+6,445
| +2% | +$566K | 5.07% | 4 |
|
|
2016
Q4 | $28.6M | Buy |
331,950
+9,750
| +3% | +$841K | 4.86% | 4 |
|
|
2016
Q3 | $21.5M | Sell |
322,200
-205
| -0.1% | -$13.7K | 3.91% | 7 |
|
|
2016
Q2 | $20M | Buy |
322,405
+675
| +0.2% | +$41.9K | 3.82% | 8 |
|
|
2016
Q1 | $19.1M | Buy |
321,730
+1,000
| +0.3% | +$59.2K | 3.6% | 7 |
|
|
2015
Q4 | $21.2M | Buy |
320,730
+3,050
| +1% | +$201K | 4.25% | 5 |
|
|
2015
Q3 | $19.4M | Buy |
317,680
+3,260
| +1% | +$199K | 4.05% | 7 |
|
|
2015
Q2 | $21.3M | Sell |
314,420
-1,550
| -0.5% | -$105K | 4.14% | 6 |
|
|
2015
Q1 | $19.1M | Buy |
315,970
+15,525
| +5% | +$941K | 3.76% | 7 |
|
|
2014
Q4 | $18.8M | Sell |
300,445
-1,800
| -0.6% | -$113K | 3.52% | 10 |
|
|
2014
Q3 | $18.2M | Buy |
302,245
+10,600
| +4% | +$639K | 3.43% | 8 |
|
|
2014
Q2 | $16.8M | Buy |
291,645
+24,375
| +9% | +$1.4M | 3.12% | 12 |
|
|
2014
Q1 | $16.2M | Buy |
267,270
+8,800
| +3% | +$534K | 3.17% | 9 |
|
|
2013
Q4 | $15.1M | Sell |
258,470
-300
| -0.1% | -$17.5K | 3.04% | 11 |
|
|
2013
Q3 | $13.4M | Buy |
258,770
+4,500
| +2% | +$233K | 2.85% | 14 |
|
|
2013
Q2 | $14M | Buy |
+254,270
| New | +$14M | 3.14% | 12 |
|