RhumbLine Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44B | Sell |
4,960,424
-153,381
| -3% | -$44.5M | 1.23% | 11 |
|
|
2025
Q1 | $1.25B | Sell |
5,113,805
-58,452
| -1% | -$14.3M | 1.17% | 11 |
|
|
2024
Q4 | $1.24B | Sell |
5,172,257
-130,407
| -2% | -$31.3M | 1.11% | 11 |
|
|
2024
Q3 | $1.12B | Sell |
5,302,664
-114,809
| -2% | -$24.2M | 1.01% | 12 |
|
|
2024
Q2 | $1.1B | Sell |
5,417,473
-88,662
| -2% | -$17.9M | 1.03% | 11 |
|
|
2024
Q1 | $1.1B | Sell |
5,506,135
-76,501
| -1% | -$15.3M | 1.06% | 11 |
|
|
2023
Q4 | $950M | Sell |
5,582,636
-77,889
| -1% | -$13.2M | 1% | 11 |
|
|
2023
Q3 | $821M | Sell |
5,660,525
-86,915
| -2% | -$12.6M | 0.95% | 13 |
|
|
2023
Q2 | $836M | Buy |
5,747,440
+141,959
| +3% | +$20.6M | 0.94% | 11 |
|
|
2023
Q1 | $730M | Buy |
5,605,481
+21,352
| +0.4% | +$2.78M | 0.9% | 13 |
|
|
2022
Q4 | $749M | Buy |
5,584,129
+227,179
| +4% | +$30.5M | 1.01% | 10 |
|
|
2022
Q3 | $560M | Buy |
5,356,950
+171,404
| +3% | +$17.9M | 0.83% | 12 |
|
|
2022
Q2 | $584M | Buy |
5,185,546
+198,644
| +4% | +$22.4M | 0.85% | 14 |
|
|
2022
Q1 | $680M | Buy |
4,986,902
+96,788
| +2% | +$13.2M | 0.88% | 12 |
|
|
2021
Q4 | $774M | Sell |
4,890,114
-3,339
| -0.1% | -$529K | 0.95% | 10 |
|
|
2021
Q3 | $801M | Sell |
4,893,453
-96,500
| -2% | -$15.8M | 1.08% | 10 |
|
|
2021
Q2 | $776M | Sell |
4,989,953
-298,420
| -6% | -$46.4M | 1.02% | 10 |
|
|
2021
Q1 | $805M | Sell |
5,288,373
-392,993
| -7% | -$59.8M | 1.09% | 9 |
|
|
2020
Q4 | $722M | Buy |
5,681,366
+18,364
| +0.3% | +$2.33M | 1% | 9 |
|
|
2020
Q3 | $545M | Sell |
5,663,002
-55,523
| -1% | -$5.35M | 0.85% | 14 |
|
|
2020
Q2 | $538M | Buy |
5,718,525
+94,839
| +2% | +$8.92M | 0.9% | 10 |
|
|
2020
Q1 | $506M | Buy |
5,623,686
+12,840
| +0.2% | +$1.16M | 1.06% | 9 |
|
|
2019
Q4 | $782M | Sell |
5,610,846
-40,638
| -0.7% | -$5.66M | 1.31% | 6 |
|
|
2019
Q3 | $665M | Buy |
5,651,484
+82,768
| +1% | +$9.74M | 1.22% | 7 |
|
|
2019
Q2 | $623M | Sell |
5,568,716
-165,250
| -3% | -$18.5M | 1.17% | 6 |
|
|
2019
Q1 | $580M | Sell |
5,733,966
-136,238
| -2% | -$13.8M | 1.12% | 10 |
|
|
2018
Q4 | $573M | Buy |
5,870,204
+31,681
| +0.5% | +$3.09M | 1.25% | 5 |
|
|
2018
Q3 | $659M | Sell |
5,838,523
-166,480
| -3% | -$18.8M | 1.27% | 5 |
|
|
2018
Q2 | $626M | Sell |
6,005,003
-93,500
| -2% | -$9.74M | 1.26% | 7 |
|
|
2018
Q1 | $671M | Sell |
6,098,503
-70,068
| -1% | -$7.71M | 1.4% | 5 |
|
|
2017
Q4 | $660M | Buy |
6,168,571
+50,394
| +0.8% | +$5.39M | 1.34% | 6 |
|
|
2017
Q3 | $584M | Buy |
6,118,177
+21,612
| +0.4% | +$2.06M | 1.27% | 7 |
|
|
2017
Q2 | $557M | Sell |
6,096,565
-110,661
| -2% | -$10.1M | 1.27% | 8 |
|
|
2017
Q1 | $545M | Buy |
6,207,226
+166,254
| +3% | +$14.6M | 1.27% | 6 |
|
|
2016
Q4 | $521M | Buy |
6,040,972
+195,158
| +3% | +$16.8M | 1.32% | 4 |
|
|
2016
Q3 | $389M | Buy |
5,845,814
+228,993
| +4% | +$15.2M | 1.07% | 11 |
|
|
2016
Q2 | $349M | Buy |
5,616,821
+342,064
| +6% | +$21.3M | 1.03% | 12 |
|
|
2016
Q1 | $312M | Buy |
5,274,757
+232,760
| +5% | +$13.8M | 0.97% | 14 |
|
|
2015
Q4 | $333M | Sell |
5,041,997
-6,487
| -0.1% | -$428K | 1.07% | 9 |
|
|
2015
Q3 | $308M | Buy |
5,048,484
+77,639
| +2% | +$4.73M | 1.05% | 8 |
|
|
2015
Q2 | $337M | Sell |
4,970,845
-859,894
| -15% | -$58.3M | 1.07% | 7 |
|
|
2015
Q1 | $353M | Sell |
5,830,739
-91,817
| -2% | -$5.56M | 1.02% | 10 |
|
|
2014
Q4 | $371M | Sell |
5,922,556
-85,778
| -1% | -$5.37M | 1.08% | 9 |
|
|
2014
Q3 | $362M | Sell |
6,008,334
-79,612
| -1% | -$4.8M | 1.09% | 11 |
|
|
2014
Q2 | $351M | Sell |
6,087,946
-178,805
| -3% | -$10.3M | 1.03% | 12 |
|
|
2014
Q1 | $380M | Sell |
6,266,751
-65,953
| -1% | -$4M | 1.13% | 9 |
|
|
2013
Q4 | $370M | Sell |
6,332,704
-227,415
| -3% | -$13.3M | 1.09% | 10 |
|
|
2013
Q3 | $339M | Sell |
6,560,119
-102,594
| -2% | -$5.3M | 1.05% | 12 |
|
|
2013
Q2 | $352M | Buy |
+6,662,713
| New | +$352M | 1.13% | 13 |
|