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Putnam Investments’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$619M Buy
3,638,999
+69,723
+2% +$11.9M 0.82% 39
2023
Q3
$518M Buy
3,569,276
+223,046
+7% +$32.3M 0.79% 39
2023
Q2
$487M Buy
3,346,230
+175,056
+6% +$25.5M 0.72% 44
2023
Q1
$413M Buy
3,171,174
+441,399
+16% +$57.5M 0.66% 54
2022
Q4
$366M Buy
2,729,775
+19,082
+0.7% +$2.56M 0.64% 55
2022
Q3
$283M Sell
2,710,693
-71,894
-3% -$7.51M 0.54% 63
2022
Q2
$313M Sell
2,782,587
-3,366,513
-55% -$379M 0.56% 61
2022
Q1
$838M Buy
6,149,100
+54,687
+0.9% +$7.45M 1.27% 10
2021
Q4
$965M Buy
6,094,413
+30,368
+0.5% +$4.81M 1.38% 9
2021
Q3
$993M Sell
6,064,045
-15,716
-0.3% -$2.57M 1.54% 7
2021
Q2
$946M Buy
6,079,761
+6,082
+0.1% +$946K 1.47% 7
2021
Q1
$925M Buy
6,073,679
+204,686
+3% +$31.2M 1.54% 7
2020
Q4
$746M Sell
5,868,993
-514,152
-8% -$65.3M 1.32% 12
2020
Q3
$615M Buy
6,383,145
+2,634
+0% +$254K 1.21% 14
2020
Q2
$600M Sell
6,380,511
-104,578
-2% -$9.84M 1.28% 12
2020
Q1
$584M Sell
6,485,089
-1,471,605
-18% -$132M 1.53% 8
2019
Q4
$1.11B Sell
7,956,694
-35,954
-0.4% -$5.01M 2.28% 4
2019
Q3
$941M Buy
7,992,648
+77,590
+1% +$9.13M 2.09% 4
2019
Q2
$885M Sell
7,915,058
-102,483
-1% -$11.5M 1.97% 4
2019
Q1
$812M Sell
8,017,541
-4,027
-0.1% -$408K 1.89% 5
2018
Q4
$783M Buy
8,021,568
+86,623
+1% +$8.46M 2.07% 3
2018
Q3
$895M Buy
7,934,945
+11,307
+0.1% +$1.28M 1.93% 5
2018
Q2
$826M Sell
7,923,638
-37,024
-0.5% -$3.86M 1.88% 7
2018
Q1
$875M Buy
7,960,662
+5,203
+0.1% +$572K 2.04% 5
2017
Q4
$851M Sell
7,955,459
-136,825
-2% -$14.6M 1.9% 8
2017
Q3
$773M Sell
8,092,284
-322,364
-4% -$30.8M 1.78% 8
2017
Q2
$769M Sell
8,414,648
-10,116
-0.1% -$925K 1.8% 7
2017
Q1
$740M Sell
8,424,764
-15,845
-0.2% -$1.39M 1.74% 8
2016
Q4
$728M Sell
8,440,609
-76,757
-0.9% -$6.62M 1.76% 7
2016
Q3
$567M Buy
8,517,366
+1,903
+0% +$127K 1.37% 8
2016
Q2
$529M Sell
8,515,463
-476,169
-5% -$29.6M 1.29% 8
2016
Q1
$532M Buy
8,991,632
+240,660
+3% +$14.3M 1.26% 11
2015
Q4
$578M Buy
8,750,972
+145,649
+2% +$9.62M 1.31% 10
2015
Q3
$525M Buy
8,605,323
+276,631
+3% +$16.9M 1.17% 12
2015
Q2
$564M Buy
8,328,692
+674,021
+9% +$45.7M 1.13% 12
2015
Q1
$464M Buy
7,654,671
+920,823
+14% +$55.8M 0.92% 15
2014
Q4
$421M Sell
6,733,848
-3,552,155
-35% -$222M 0.86% 18
2014
Q3
$620M Sell
10,286,003
-2,647,187
-20% -$159M 1.31% 8
2014
Q2
$745M Buy
12,933,190
+694,798
+6% +$40M 1.6% 7
2014
Q1
$743M Buy
12,238,392
+1,827,540
+18% +$111M 1.68% 5
2013
Q4
$609M Sell
10,410,852
-2,438,037
-19% -$143M 1.46% 5
2013
Q3
$664M Buy
12,848,889
+949,610
+8% +$49.1M 1.77% 3
2013
Q2
$628M Buy
+11,899,279
New +$628M 1.83% 3