Rockefeller Capital 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 | $626M | Buy |
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|
2025
Q1 | $475M | Buy |
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|
2024
Q4 | $452M | Buy |
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|
2024
Q3 | $362M | Sell |
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|
2024
Q2 | $368M | Sell |
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|
2024
Q1 | $367M | Buy |
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|
2023
Q4 | $304M | Sell |
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|
2023
Q3 | $266M | Buy |
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|
2023
Q2 | $254M | Buy |
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|
2023
Q1 | $210M | Sell |
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|
2022
Q4 | $230M | Buy |
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|
2022
Q3 | $142M | Buy |
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|
2022
Q2 | $132M | Buy |
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|
2022
Q1 | $155M | Buy |
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|
2021
Q4 | $164M | Buy |
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|
2021
Q3 | $158M | Buy |
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|
2021
Q2 | $134M | Buy |
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|
2021
Q1 | $108M | Buy |
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|
2020
Q4 | $83.6M | Buy |
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|
2020
Q3 | $58.8M | Sell |
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|
2020
Q2 | $65.2M | Buy |
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|
2020
Q1 | $57.6M | Buy |
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|
2019
Q4 | $51M | Sell |
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|
2019
Q3 | $45.9M | Sell |
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|
2019
Q2 | $210M | Buy |
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|
2019
Q1 | $153M | Sell |
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|
2018
Q4 | $166M | Buy |
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|
2018
Q3 | $189M | Buy |
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|
2018
Q2 | $166M | Sell |
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|
2018
Q1 | $181M | Buy |
|