River Global Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.79M | Sell |
11,619
-8,981
| -44% | -$2.09M | 0.54% | 33 |
|
|
2024
Q3 | $4.34M | Buy |
20,600
+740
| +4% | +$156K | 0.93% | 24 |
|
|
2024
Q2 | $4.02M | Sell |
19,860
-266
| -1% | -$52K | 1.1% | 21 |
|
|
2024
Q1 | $4.03M | Sell |
20,126
-230
| -1% | -$41.5K | 1.01% | 18 |
|
|
2023
Q4 | $3.47M | Sell |
20,356
-203
| -1% | -$30.8K | 0.66% | 46 |
|
|
2023
Q3 | $2.98M | Sell |
20,559
-2,781
| -12% | -$417K | 0.7% | 40 |
|
|
2023
Q2 | $3.39M | Sell |
23,340
-310
| -1% | -$42.6K | 0.67% | 41 |
|
|
2023
Q1 | $3.08M | Sell |
23,650
-780
| -3% | -$107K | 0.63% | 42 |
|
|
2022
Q4 | $3.28M | Buy |
24,430
+316
| +1% | +$40K | 0.7% | 41 |
|
|
2022
Q3 | $2.52M | Buy |
24,114
+1,830
| +8% | +$210K | 0.48% | 74 |
|
|
2022
Q2 | $2.51M | Sell |
22,284
-21,363
| -49% | -$2.65M | 0.44% | 76 |
|
|
2022
Q1 | $5.95M | Sell |
43,647
-53,240
| -55% | -$7.86M | 0.78% | 42 |
|
|
2021
Q4 | $15.3M | Buy |
96,887
+10,503
| +12% | +$1.72M | 1.2% | 10 |
|
|
2021
Q3 | $14.1M | Sell |
86,384
-38,052
| -31% | -$5.97M | 1.1% | 11 |
|
|
2021
Q2 | $19.3M | Sell |
124,436
-11,353
| -8% | -$1.78M | 1.25% | 11 |
|
|
2021
Q1 | $20.7M | Sell |
135,789
-7,069
| -5% | -$1.02M | 1.24% | 12 |
|
|
2020
Q4 | $18.1M | Buy |
142,858
+38,546
| +37% | +$4.31M | 1.04% | 14 |
|
|
2020
Q3 | $10M | Sell |
104,312
-4,070
| -4% | -$400K | 0.74% | 24 |
|
|
2020
Q2 | $10.2M | Sell |
108,382
-3,701
| -3% | -$351K | 0.74% | 22 |
|
|
2020
Q1 | $10.1M | Sell |
112,083
-18,724
| -14% | -$2.27M | 0.92% | 20 |
|
|
2019
Q4 | $18.2M | Buy |
130,807
+10,972
| +9% | +$1.41M | 1.01% | 16 |
|
|
2019
Q3 | $14.1M | Sell |
119,835
-2,730
| -2% | -$309K | 0.99% | 23 |
|
|
2019
Q2 | $13.7M | Sell |
122,565
-10,380
| -8% | -$1.14M | 0.96% | 19 |
|
|
2019
Q1 | $13.5M | Sell |
132,945
-16,500
| -11% | -$1.7M | 0.94% | 19 |
|
|
2018
Q4 | $14.6M | Buy |
149,445
+31,335
| +27% | +$3.34M | 1.27% | 10 |
|
|
2018
Q3 | $13.3M | Buy |
118,110
+10,714
| +10% | +$1.22M | 1.21% | 12 |
|
|
2018
Q2 | $11.2M | Buy |
107,396
+3,944
| +4% | +$433K | 1.16% | 15 |
|
|
2018
Q1 | $11.4M | Sell |
103,452
-2,489
| -2% | -$282K | 1.33% | 13 |
|
|
2017
Q4 | $11.4M | Buy |
105,941
+20,298
| +24% | +$2.06M | 1.27% | 17 |
|
|
2017
Q3 | $8.18M | Buy |
85,643
+5,000
| +6% | +$461K | 1.21% | 13 |
|
|
2017
Q2 | $7.37M | Buy |
80,643
+4,523
| +6% | +$390K | 1.37% | 14 |
|
|
2017
Q1 | $6.69M | Buy |
+76,120
| New | +$6.72M | 1.49% | 14 |
|
|
2015
Q2 | – | Sell |
-167,083
| Closed | -$10.1M | – | 98 |
|
|
2015
Q1 | $10.1M | Sell |
167,083
-95,983
| -36% | -$5.68M | 3.83% | 12 |
|
|
2014
Q4 | $16.5M | Buy |
263,066
+175,789
| +201% | +$10.6M | 4.06% | 13 |
|
|
2014
Q3 | $5.26M | Buy |
87,277
+43,114
| +98% | +$2.52M | 1.03% | 16 |
|
|
2014
Q2 | $2.54M | Buy |
44,163
+18,163
| +70% | +$1.02M | 0.66% | 28 |
|
|
2014
Q1 | $1.58M | Buy |
+26,000
| New | +$1.5M | 0.37% | 35 |
|
Other funds holding JPM
River Global Investors's JPM Position: Q4 2024 in Review
River Global Investors reduced its JPMorgan Chase (JPM) stake by 44% in Q4 2024, selling an estimated $2.09M and leaving 11,619 shares worth $2.79M. The position accounts for 0.54% of the portfolio, ranked #33.
River Global Investors first reported a position in JPM in Q1 2014 and has held it in 37 quarters since. The position peaked at $20.7M in Q1 2021. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.
- River Global Investors held 11,619 shares of JPMorgan Chase worth $2.79M as of Q4 2024.
- River Global Investors sold 8,981 JPMorgan Chase shares in Q4 2024, an estimated $2.09M.
- JPMorgan Chase made up 0.54% of River Global Investors's portfolio in Q4 2024, its #33 holding.
- River Global Investors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 37 quarters since.
- River Global Investors's JPMorgan Chase position peaked at $20.7M in Q1 2021.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.
Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.