Principal Financial Group’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 | $1.54B | Sell |
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|
2025
Q1 | $1.33B | Sell |
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|
2024
Q4 | $1.34B | Sell |
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|
2024
Q3 | $1.23B | Buy |
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|
2024
Q2 | $1.14B | Sell |
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|
2024
Q1 | $1.18B | Sell |
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|
2023
Q4 | $1.04B | Sell |
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|
2023
Q3 | $892M | Sell |
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|
2023
Q2 | $900M | Sell |
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|
2023
Q1 | $820M | Buy |
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|
2022
Q4 | $798M | Sell |
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|
2022
Q3 | $661M | Sell |
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|
2022
Q2 | $729M | Buy |
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|
2022
Q1 | $863M | Buy |
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|
2021
Q4 | $933M | Sell |
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|
2021
Q3 | $1.01B | Sell |
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|
2021
Q2 | $975M | Sell |
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|
2021
Q1 | $1.02B | Sell |
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|
2020
Q4 | $925M | Buy |
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|
2020
Q3 | $686M | Sell |
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|
2020
Q2 | $698M | Buy |
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|
2020
Q1 | $660M | Sell |
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|
2019
Q4 | $1.03B | Sell |
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|
2019
Q3 | $909M | Sell |
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|
2019
Q2 | $874M | Sell |
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|
2019
Q1 | $802M | Sell |
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|
2018
Q4 | $794M | Sell |
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|
2018
Q3 | $973M | Sell |
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|
2018
Q2 | $924M | Sell |
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|
2018
Q1 | $993M | Sell |
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|
2017
Q4 | $993M | Sell |
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|
2017
Q3 | $911M | Sell |
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|
2017
Q2 | $985M | Buy |
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|
2017
Q1 | $745M | Buy |
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|
2016
Q4 | $728M | Sell |
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|
2016
Q3 | $602M | Sell |
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|
2016
Q2 | $567M | Buy |
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|
2016
Q1 | $504M | Buy |
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|
2015
Q4 | $560M | Buy |
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|
2015
Q3 | $502M | Sell |
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|
2015
Q2 | $578M | Sell |
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|
2015
Q1 | $528M | Buy |
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|
2014
Q4 | $454M | Buy |
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|
2014
Q3 | $344M | Buy |
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|
2014
Q2 | $325M | Sell |
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|
2014
Q1 | $420M | Sell |
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|
2013
Q4 | $423M | Sell |
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|
2013
Q3 | $422M | Sell |
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|
2013
Q2 | $466M | Buy |
|