O'Shaughnessy Asset Management’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
Q2 | $187M | Buy |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $129M | Buy |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $95.7M | Buy |
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|
2024
Q1 | $85.6M | Buy |
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|
2023
Q4 | $63.5M | Buy |
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|
2023
Q3 | $37.6M | Buy |
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|
2023
Q2 | $30.5M | Buy |
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|
2023
Q1 | $25.1M | Buy |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $16.5M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $19.4M | Sell |
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|
2021
Q2 | $30.6M | Sell |
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|
2021
Q1 | $41.7M | Sell |
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|
2020
Q4 | $35M | Buy |
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|
2020
Q3 | $23.4M | Buy |
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|
2020
Q2 | $22.4M | Buy |
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|
2020
Q1 | $13.7M | Buy |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $989K | Sell |
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|
2019
Q1 | $2.74M | Sell |
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|
2018
Q4 | $9.39M | Sell |
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|
2018
Q3 | $21.7M | Sell |
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|
2018
Q2 | $20.6M | Buy |
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|
2018
Q1 | $21M | Buy |
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|
2017
Q4 | $19.5M | Buy |
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|
2017
Q3 | $9.37M | Buy |
|
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|
2017
Q2 | $6.63M | Buy |
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|
2017
Q1 | $4.94M | Buy |
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|
2016
Q4 | $442K | Buy |
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|
2016
Q3 | $7K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $13K | Sell |
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|
2015
Q4 | $26K | Buy |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $9K | Buy |
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|
2015
Q1 | $7K | Buy |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Sell |
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|
2014
Q2 | $3K | Sell |
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|
2014
Q1 | $13K | Buy |
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|
2013
Q4 | $12K | Sell |
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|
2013
Q3 | $17K | Sell |
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|
2013
Q2 | $32K | Buy |
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