Principal Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54B | Sell |
5,325,094
-93,404
| -2% | -$27.1M | 0.82% | 20 |
|
|
2025
Q1 | $1.33B | Sell |
5,418,498
-160,088
| -3% | -$39.3M | 0.75% | 29 |
|
|
2024
Q4 | $1.34B | Sell |
5,578,586
-245,703
| -4% | -$58.9M | 0.73% | 26 |
|
|
2024
Q3 | $1.23B | Buy |
5,824,289
+182,648
| +3% | +$38.5M | 0.67% | 28 |
|
|
2024
Q2 | $1.14B | Sell |
5,641,641
-247,227
| -4% | -$50M | 0.68% | 26 |
|
|
2024
Q1 | $1.18B | Sell |
5,888,868
-210,399
| -3% | -$42.1M | 0.69% | 25 |
|
|
2023
Q4 | $1.04B | Sell |
6,099,267
-54,423
| -0.9% | -$9.26M | 0.66% | 27 |
|
|
2023
Q3 | $892M | Sell |
6,153,690
-34,210
| -0.6% | -$4.96M | 0.64% | 27 |
|
|
2023
Q2 | $900M | Sell |
6,187,900
-107,678
| -2% | -$15.7M | 0.62% | 27 |
|
|
2023
Q1 | $820M | Buy |
6,295,578
+345,383
| +6% | +$45M | 0.59% | 26 |
|
|
2022
Q4 | $798M | Sell |
5,950,195
-373,577
| -6% | -$50.1M | 0.6% | 26 |
|
|
2022
Q3 | $661M | Sell |
6,323,772
-151,715
| -2% | -$15.9M | 0.53% | 36 |
|
|
2022
Q2 | $729M | Buy |
6,475,487
+146,535
| +2% | +$16.5M | 0.54% | 37 |
|
|
2022
Q1 | $863M | Buy |
6,328,952
+435,363
| +7% | +$59.3M | 0.54% | 33 |
|
|
2021
Q4 | $933M | Sell |
5,893,589
-299,678
| -5% | -$47.5M | 0.56% | 36 |
|
|
2021
Q3 | $1.01B | Sell |
6,193,267
-72,276
| -1% | -$11.8M | 0.66% | 24 |
|
|
2021
Q2 | $975M | Sell |
6,265,543
-442,825
| -7% | -$68.9M | 0.63% | 26 |
|
|
2021
Q1 | $1.02B | Sell |
6,708,368
-571,681
| -8% | -$87M | 0.72% | 16 |
|
|
2020
Q4 | $925M | Buy |
7,280,049
+151,642
| +2% | +$19.3M | 0.69% | 18 |
|
|
2020
Q3 | $686M | Sell |
7,128,407
-289,928
| -4% | -$27.9M | 0.58% | 29 |
|
|
2020
Q2 | $698M | Buy |
7,418,335
+85,840
| +1% | +$8.07M | 0.61% | 27 |
|
|
2020
Q1 | $660M | Sell |
7,332,495
-91,833
| -1% | -$8.27M | 0.73% | 16 |
|
|
2019
Q4 | $1.03B | Sell |
7,424,328
-296,265
| -4% | -$41.3M | 0.86% | 7 |
|
|
2019
Q3 | $909M | Sell |
7,720,593
-93,068
| -1% | -$11M | 0.8% | 9 |
|
|
2019
Q2 | $874M | Sell |
7,813,661
-108,673
| -1% | -$12.1M | 0.79% | 11 |
|
|
2019
Q1 | $802M | Sell |
7,922,334
-216,226
| -3% | -$21.9M | 0.75% | 15 |
|
|
2018
Q4 | $794M | Sell |
8,138,560
-488,306
| -6% | -$47.7M | 0.85% | 8 |
|
|
2018
Q3 | $973M | Sell |
8,626,866
-238,624
| -3% | -$26.9M | 0.86% | 7 |
|
|
2018
Q2 | $924M | Sell |
8,865,490
-160,264
| -2% | -$16.7M | 0.85% | 9 |
|
|
2018
Q1 | $993M | Sell |
9,025,754
-256,837
| -3% | -$28.2M | 0.95% | 5 |
|
|
2017
Q4 | $993M | Sell |
9,282,591
-254,670
| -3% | -$27.2M | 0.91% | 6 |
|
|
2017
Q3 | $911M | Sell |
9,537,261
-1,235,632
| -11% | -$118M | 0.88% | 5 |
|
|
2017
Q2 | $985M | Buy |
10,772,893
+2,296,713
| +27% | +$210M | 0.99% | 5 |
|
|
2017
Q1 | $745M | Buy |
8,476,180
+38,234
| +0.5% | +$3.36M | 0.9% | 6 |
|
|
2016
Q4 | $728M | Sell |
8,437,946
-608,363
| -7% | -$52.5M | 0.92% | 5 |
|
|
2016
Q3 | $602M | Sell |
9,046,309
-77,567
| -0.9% | -$5.17M | 0.79% | 10 |
|
|
2016
Q2 | $567M | Buy |
9,123,876
+614,985
| +7% | +$38.2M | 0.79% | 8 |
|
|
2016
Q1 | $504M | Buy |
8,508,891
+28,429
| +0.3% | +$1.68M | 0.73% | 9 |
|
|
2015
Q4 | $560M | Buy |
8,480,462
+240,151
| +3% | +$15.9M | 0.83% | 9 |
|
|
2015
Q3 | $502M | Sell |
8,240,311
-287,287
| -3% | -$17.5M | 0.79% | 10 |
|
|
2015
Q2 | $578M | Sell |
8,527,598
-189,473
| -2% | -$12.8M | 0.86% | 7 |
|
|
2015
Q1 | $528M | Buy |
8,717,071
+1,456,286
| +20% | +$88.2M | 0.79% | 10 |
|
|
2014
Q4 | $454M | Buy |
7,260,785
+1,550,533
| +27% | +$97M | 0.71% | 10 |
|
|
2014
Q3 | $344M | Buy |
5,710,252
+71,267
| +1% | +$4.29M | 0.58% | 14 |
|
|
2014
Q2 | $325M | Sell |
5,638,985
-1,277,379
| -18% | -$73.6M | 0.55% | 20 |
|
|
2014
Q1 | $420M | Sell |
6,916,364
-317,909
| -4% | -$19.3M | 0.75% | 10 |
|
|
2013
Q4 | $423M | Sell |
7,234,273
-938,609
| -11% | -$54.9M | 0.79% | 7 |
|
|
2013
Q3 | $422M | Sell |
8,172,882
-661,988
| -7% | -$34.2M | 0.87% | 5 |
|
|
2013
Q2 | $466M | Buy |
+8,834,870
| New | +$466M | 1.03% | 4 |
|