Ninety One (UK)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660M | Buy |
2,278,247
+258,967
| +13% | +$75.1M | 1.55% | 18 |
|
|
2025
Q1 | $495M | Buy |
2,019,280
+86,663
| +4% | +$21.3M | 1.38% | 25 |
|
|
2024
Q4 | $463M | Buy |
1,932,617
+400,769
| +26% | +$96.1M | 1.24% | 27 |
|
|
2024
Q3 | $323M | Buy |
+1,531,848
| New | +$323M | 0.86% | 34 |
|
|
2024
Q2 | – | Sell |
-154,666
| Closed | -$31M | – | 196 |
|
|
2024
Q1 | $31M | Sell |
154,666
-133,820
| -46% | -$26.8M | 0.09% | 117 |
|
|
2023
Q4 | $49.1M | Sell |
288,486
-72,544
| -20% | -$12.3M | 0.15% | 87 |
|
|
2023
Q3 | $52.4M | Sell |
361,030
-41,533
| -10% | -$6.02M | 0.17% | 88 |
|
|
2023
Q2 | $58.5M | Buy |
402,563
+56,456
| +16% | +$8.21M | 0.17% | 91 |
|
|
2023
Q1 | $45.1M | Sell |
346,107
-92,793
| -21% | -$12.1M | 0.14% | 100 |
|
|
2022
Q4 | $58.9M | Sell |
438,900
-74,371
| -14% | -$9.97M | 0.19% | 89 |
|
|
2022
Q3 | $53.6M | Sell |
513,271
-216,478
| -30% | -$22.6M | 0.18% | 92 |
|
|
2022
Q2 | $82.2M | Buy |
729,749
+413,469
| +131% | +$46.6M | 0.24% | 84 |
|
|
2022
Q1 | $43.1M | Buy |
316,280
+129,542
| +69% | +$17.7M | 0.11% | 120 |
|
|
2021
Q4 | $29.6M | Sell |
186,738
-138,283
| -43% | -$21.9M | 0.07% | 134 |
|
|
2021
Q3 | $53.2M | Buy |
325,021
+118,342
| +57% | +$19.4M | 0.14% | 112 |
|
|
2021
Q2 | $32.1M | Sell |
206,679
-218,062
| -51% | -$33.9M | 0.08% | 140 |
|
|
2021
Q1 | $64.7M | Sell |
424,741
-356,856
| -46% | -$54.3M | 0.18% | 115 |
|
|
2020
Q4 | $99.3M | Buy |
781,597
+559,689
| +252% | +$71.1M | 0.31% | 87 |
|
|
2020
Q3 | $21.4M | Buy |
221,908
+148,251
| +201% | +$14.3M | 0.08% | 137 |
|
|
2020
Q2 | $6.93M | Sell |
73,657
-199,108
| -73% | -$18.7M | 0.02% | 179 |
|
|
2020
Q1 | $24.6M | Buy |
272,765
+69,661
| +34% | +$6.27M | 0.1% | 124 |
|
|
2019
Q4 | $28.3M | Buy |
+203,104
| New | +$28.3M | 0.09% | 133 |
|
|
2019
Q1 | – | Sell |
-123,434
| Closed | -$12.1M | – | 286 |
|
|
2018
Q4 | $12.1M | Buy |
+123,434
| New | +$12.1M | 0.05% | 183 |
|
|
2018
Q3 | – | Sell |
-97,487
| Closed | -$10.2M | – | 287 |
|
|
2018
Q2 | $10.2M | Buy |
+97,487
| New | +$10.2M | 0.05% | 168 |
|
|
2018
Q1 | – | Sell |
-95,300
| Closed | -$10.2M | – | 280 |
|
|
2017
Q4 | $10.2M | Buy |
+95,300
| New | +$10.2M | 0.04% | 186 |
|
|
2016
Q2 | – | Sell |
-211,127
| Closed | -$12.5M | – | 306 |
|
|
2016
Q1 | $12.5M | Sell |
211,127
-118,159
| -36% | -$7M | 0.07% | 177 |
|
|
2015
Q4 | $21.7M | Buy |
329,286
+2,692
| +0.8% | +$178K | 0.12% | 131 |
|
|
2015
Q3 | $19.9M | Buy |
+326,594
| New | +$19.9M | 0.12% | 128 |
|
|
2014
Q4 | – | Sell |
-178,518
| Closed | -$10.8M | – | 280 |
|
|
2014
Q3 | $10.8M | Sell |
178,518
-5,254,101
| -97% | -$317M | 0.06% | 176 |
|
|
2014
Q2 | $313M | Buy |
5,432,619
+409,968
| +8% | +$23.6M | 1.82% | 4 |
|
|
2014
Q1 | $305M | Sell |
5,022,651
-167,515
| -3% | -$10.2M | 2.03% | 3 |
|
|
2013
Q4 | $304M | Sell |
5,190,166
-121,836
| -2% | -$7.12M | 2.12% | 4 |
|
|
2013
Q3 | $275M | Buy |
5,312,002
+59,808
| +1% | +$3.09M | 2.02% | 5 |
|
|
2013
Q2 | $277M | Buy |
+5,252,194
| New | +$277M | 2.13% | 5 |
|