Rafferty 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 | $268M | Buy |
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|
2025
Q1 | $225M | Sell |
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|
2024
Q4 | $238M | Buy |
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|
2024
Q3 | $203M | Sell |
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|
2024
Q2 | $204M | Sell |
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|
2024
Q1 | $204M | Sell |
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|
2023
Q4 | $174M | Buy |
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|
2023
Q3 | $141M | Buy |
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|
2023
Q2 | $136M | Sell |
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|
2023
Q1 | $129M | Sell |
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|
2022
Q4 | $151M | Buy |
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|
2022
Q3 | $105M | Buy |
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|
2022
Q2 | $80.5M | Sell |
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|
2022
Q1 | $150M | Sell |
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|
2021
Q4 | $246M | Buy |
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|
2021
Q3 | $234M | Sell |
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|
2021
Q2 | $266M | Buy |
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|
2021
Q1 | $233M | Buy |
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|
2020
Q4 | $160M | Buy |
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|
2020
Q3 | $101M | Buy |
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|
2020
Q2 | $59.1M | Buy |
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|
2020
Q1 | $12.5M | Sell |
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|
2019
Q4 | $71.8M | Buy |
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|
2019
Q3 | $56.6M | Sell |
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|
2019
Q2 | $64.1M | Sell |
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|
2019
Q1 | $67.8M | Buy |
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|
2018
Q4 | $56.2M | Sell |
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|
2018
Q3 | $89M | Sell |
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|
2018
Q2 | $93.4M | Buy |
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|
2018
Q1 | $97.9M | Buy |
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|
2017
Q4 | $80.8M | Buy |
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|
2017
Q3 | $56.5M | Buy |
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|
2017
Q2 | $48M | Sell |
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|
2017
Q1 | $58.6M | Buy |
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|
2016
Q4 | $16.6M | Sell |
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|
2016
Q3 | $15.6M | Sell |
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|
2016
Q2 | $24.5M | Sell |
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|
2016
Q1 | $29M | Buy |
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|
2015
Q4 | $22.7M | Sell |
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|
2015
Q3 | $21.5M | Buy |
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|
2015
Q2 | $11.7M | Sell |
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|
2015
Q1 | $14M | Buy |
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|
2014
Q4 | $7.03M | Sell |
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|
2014
Q3 | $8.16M | Sell |
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|
2014
Q2 | $10.6M | Buy |
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|
2014
Q1 | $2.72M | Sell |
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|
2013
Q4 | $4.36M | Sell |
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|
2013
Q3 | $5.49M | Sell |
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|
2013
Q2 | $8.43M | Buy |
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