Putnam Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $619M | Buy |
3,638,999
+69,723
| +2% | +$10.6M | 0.82% | 39 |
|
|
2023
Q3 | $518M | Buy |
3,569,276
+223,046
| +7% | +$33.4M | 0.79% | 39 |
|
|
2023
Q2 | $487M | Buy |
3,346,230
+175,056
| +6% | +$24.1M | 0.72% | 44 |
|
|
2023
Q1 | $413M | Buy |
3,171,174
+441,399
| +16% | +$60.5M | 0.66% | 54 |
|
|
2022
Q4 | $366M | Buy |
2,729,775
+19,082
| +0.7% | +$2.42M | 0.64% | 55 |
|
|
2022
Q3 | $283M | Sell |
2,710,693
-71,894
| -3% | -$8.25M | 0.54% | 63 |
|
|
2022
Q2 | $313M | Sell |
2,782,587
-3,366,513
| -55% | -$417M | 0.56% | 61 |
|
|
2022
Q1 | $838M | Buy |
6,149,100
+54,687
| +0.9% | +$8.07M | 1.27% | 10 |
|
|
2021
Q4 | $965M | Buy |
6,094,413
+30,368
| +0.5% | +$4.99M | 1.38% | 9 |
|
|
2021
Q3 | $993M | Sell |
6,064,045
-15,716
| -0.3% | -$2.46M | 1.54% | 7 |
|
|
2021
Q2 | $946M | Buy |
6,079,761
+6,082
| +0.1% | +$955K | 1.47% | 7 |
|
|
2021
Q1 | $925M | Buy |
6,073,679
+204,686
| +3% | +$29.4M | 1.54% | 7 |
|
|
2020
Q4 | $746M | Sell |
5,868,993
-514,152
| -8% | -$57.5M | 1.32% | 12 |
|
|
2020
Q3 | $615M | Buy |
6,383,145
+2,634
| +0% | +$259K | 1.21% | 14 |
|
|
2020
Q2 | $600M | Sell |
6,380,511
-104,578
| -2% | -$9.92M | 1.28% | 12 |
|
|
2020
Q1 | $584M | Sell |
6,485,089
-1,471,605
| -18% | -$179M | 1.53% | 8 |
|
|
2019
Q4 | $1.11B | Sell |
7,956,694
-35,954
| -0.4% | -$4.61M | 2.28% | 4 |
|
|
2019
Q3 | $941M | Buy |
7,992,648
+77,590
| +1% | +$8.78M | 2.09% | 4 |
|
|
2019
Q2 | $885M | Sell |
7,915,058
-102,483
| -1% | -$11.3M | 1.97% | 4 |
|
|
2019
Q1 | $812M | Sell |
8,017,541
-4,027
| -0.1% | -$415K | 1.89% | 5 |
|
|
2018
Q4 | $783M | Buy |
8,021,568
+86,623
| +1% | +$9.23M | 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% | -$4.06M | 1.88% | 7 |
|
|
2018
Q1 | $875M | Buy |
7,960,662
+5,203
| +0.1% | +$589K | 2.04% | 5 |
|
|
2017
Q4 | $851M | Sell |
7,955,459
-136,825
| -2% | -$13.9M | 1.9% | 8 |
|
|
2017
Q3 | $773M | Sell |
8,092,284
-322,364
| -4% | -$29.7M | 1.78% | 8 |
|
|
2017
Q2 | $769M | Sell |
8,414,648
-10,116
| -0.1% | -$873K | 1.8% | 7 |
|
|
2017
Q1 | $740M | Sell |
8,424,764
-15,845
| -0.2% | -$1.4M | 1.74% | 8 |
|
|
2016
Q4 | $728M | Sell |
8,440,609
-76,757
| -0.9% | -$5.85M | 1.76% | 7 |
|
|
2016
Q3 | $567M | Buy |
8,517,366
+1,903
| +0% | +$124K | 1.37% | 8 |
|
|
2016
Q2 | $529M | Sell |
8,515,463
-476,169
| -5% | -$29.7M | 1.29% | 8 |
|
|
2016
Q1 | $532M | Buy |
8,991,632
+240,660
| +3% | +$14.1M | 1.26% | 11 |
|
|
2015
Q4 | $578M | Buy |
8,750,972
+145,649
| +2% | +$9.48M | 1.31% | 10 |
|
|
2015
Q3 | $525M | Buy |
8,605,323
+276,631
| +3% | +$18.1M | 1.17% | 12 |
|
|
2015
Q2 | $564M | Buy |
8,328,692
+674,021
| +9% | +$44M | 1.13% | 12 |
|
|
2015
Q1 | $464M | Buy |
7,654,671
+920,823
| +14% | +$54.5M | 0.92% | 15 |
|
|
2014
Q4 | $421M | Sell |
6,733,848
-3,552,155
| -35% | -$214M | 0.86% | 18 |
|
|
2014
Q3 | $620M | Sell |
10,286,003
-2,647,187
| -20% | -$155M | 1.31% | 8 |
|
|
2014
Q2 | $745M | Buy |
12,933,190
+694,798
| +6% | +$39.1M | 1.6% | 7 |
|
|
2014
Q1 | $743M | Buy |
12,238,392
+1,827,540
| +18% | +$106M | 1.68% | 5 |
|
|
2013
Q4 | $609M | Sell |
10,410,852
-2,438,037
| -19% | -$134M | 1.46% | 5 |
|
|
2013
Q3 | $664M | Buy |
12,848,889
+949,610
| +8% | +$50.9M | 1.77% | 3 |
|
|
2013
Q2 | $628M | Buy |
+11,899,279
| New | +$605M | 1.83% | 3 |
|
Other funds holding JPM
Putnam Investments's JPM Position: Q4 2023 in Review
Putnam Investments increased its JPMorgan Chase (JPM) stake by 2% in Q4 2023, buying an estimated $10.6M and bringing the position to 3,638,999 shares worth $619M. The position accounts for 0.82% of the portfolio, ranked #39.
Putnam Investments first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.11B in Q4 2019. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- Putnam Investments held 3,638,999 shares of JPMorgan Chase worth $619M as of Q4 2023.
- Putnam Investments bought 69,723 JPMorgan Chase shares in Q4 2023, an estimated $10.6M.
- JPMorgan Chase made up 0.82% of Putnam Investments's portfolio in Q4 2023, its #39 holding.
- Putnam Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
- Putnam Investments's JPMorgan Chase position peaked at $1.11B in Q4 2019.
- 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.