Schroder Investment Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.43B | Sell |
5,903,964
-234,844
| -4% | -$57M | 1.45% | 10 |
|
|
2024
Q4 | $1.47B | Buy |
6,138,808
+390,413
| +7% | +$93.4M | 1.41% | 10 |
|
|
2024
Q3 | $1.21B | Buy |
5,748,395
+39,754
| +0.7% | +$8.37M | 1.24% | 11 |
|
|
2024
Q2 | $1.15B | Buy |
5,708,641
+461,494
| +9% | +$93.3M | 1.27% | 11 |
|
|
2024
Q1 | $1.05B | Buy |
5,247,147
+142,816
| +3% | +$28.6M | 1.24% | 12 |
|
|
2023
Q4 | $868M | Buy |
5,104,331
+124,811
| +3% | +$21.2M | 1.13% | 15 |
|
|
2023
Q3 | $722M | Buy |
4,979,520
+426,452
| +9% | +$61.8M | 1.07% | 14 |
|
|
2023
Q2 | $662M | Buy |
4,553,068
+42,355
| +0.9% | +$6.16M | 0.95% | 15 |
|
|
2023
Q1 | $588M | Sell |
4,510,713
-1,135,353
| -20% | -$148M | 0.87% | 19 |
|
|
2022
Q4 | $757M | Buy |
5,646,066
+339,850
| +6% | +$45.6M | 1.2% | 11 |
|
|
2022
Q3 | $555M | Sell |
5,306,216
-269,796
| -5% | -$28.2M | 0.92% | 18 |
|
|
2022
Q2 | $643M | Sell |
5,576,012
-244,792
| -4% | -$28.2M | 0.98% | 12 |
|
|
2022
Q1 | $818M | Buy |
5,820,804
+427,338
| +8% | +$60.1M | 1.08% | 11 |
|
|
2021
Q4 | $854M | Buy |
5,393,466
+952,346
| +21% | +$151M | 1.12% | 13 |
|
|
2021
Q3 | $727M | Sell |
4,441,120
-1,200,248
| -21% | -$196M | 1.12% | 12 |
|
|
2021
Q2 | $877M | Buy |
5,641,368
+509,277
| +10% | +$79.2M | 1.1% | 12 |
|
|
2021
Q1 | $781M | Sell |
5,132,091
-182,733
| -3% | -$27.8M | 1.01% | 17 |
|
|
2020
Q4 | $675M | Buy |
5,314,824
+617,847
| +13% | +$78.5M | 0.95% | 19 |
|
|
2020
Q3 | $460M | Buy |
4,696,977
+414,502
| +10% | +$40.6M | 0.74% | 22 |
|
|
2020
Q2 | $403M | Sell |
4,282,475
-472,380
| -10% | -$44.4M | 0.73% | 23 |
|
|
2020
Q1 | $425M | Sell |
4,754,855
-522,310
| -10% | -$46.7M | 0.91% | 17 |
|
|
2019
Q4 | $736M | Sell |
5,277,165
-609,001
| -10% | -$84.9M | 1.2% | 7 |
|
|
2019
Q3 | $693M | Sell |
5,886,166
-633,446
| -10% | -$74.6M | 1.22% | 5 |
|
|
2019
Q2 | $729M | Sell |
6,519,612
-443,249
| -6% | -$49.6M | 1.33% | 4 |
|
|
2019
Q1 | $705M | Buy |
6,962,861
+587,158
| +9% | +$59.4M | 1.25% | 6 |
|
|
2018
Q4 | $622K | Buy |
6,375,703
+927,142
| +17% | +$90.5K | 1.13% | 8 |
|
|
2018
Q3 | $615M | Sell |
5,448,561
-628,192
| -10% | -$70.9M | 1.06% | 12 |
|
|
2018
Q2 | $638M | Sell |
6,076,753
-291,830
| -5% | -$30.6M | 1.12% | 8 |
|
|
2018
Q1 | $700M | Sell |
6,368,583
-544,617
| -8% | -$59.9M | 1.21% | 4 |
|
|
2017
Q4 | $739M | Sell |
6,913,200
-428,140
| -6% | -$45.8M | 1.21% | 5 |
|
|
2017
Q3 | $700M | Sell |
7,341,340
-796,353
| -10% | -$76M | 1.22% | 4 |
|
|
2017
Q2 | $742M | Buy |
8,137,693
+135,939
| +2% | +$12.4M | 1.34% | 4 |
|
|
2017
Q1 | $712M | Sell |
8,001,754
-6,174
| -0.1% | -$550K | 1.28% | 6 |
|
|
2016
Q4 | $691M | Sell |
8,007,928
-2,653,924
| -25% | -$229M | 1.32% | 6 |
|
|
2016
Q3 | $710M | Sell |
10,661,852
-82,541
| -0.8% | -$5.5M | 1.33% | 4 |
|
|
2016
Q2 | $668M | Buy |
10,744,393
+78,223
| +0.7% | +$4.86M | 1.34% | 3 |
|
|
2016
Q1 | $637M | Sell |
10,666,170
-592,104
| -5% | -$35.4M | 1.32% | 6 |
|
|
2015
Q4 | $743M | Sell |
11,258,274
-404,192
| -3% | -$26.7M | 1.53% | 4 |
|
|
2015
Q3 | $711M | Sell |
11,662,466
-161,943
| -1% | -$9.87M | 1.5% | 4 |
|
|
2015
Q2 | $795M | Sell |
11,824,409
-639,096
| -5% | -$42.9M | 1.56% | 3 |
|
|
2015
Q1 | $742M | Buy |
12,463,505
+1,017,993
| +9% | +$60.6M | 1.45% | 3 |
|
|
2014
Q4 | $716M | Buy |
11,445,512
+1,722,464
| +18% | +$108M | 1.41% | 2 |
|
|
2014
Q3 | $586M | Sell |
9,723,048
-363,859
| -4% | -$21.9M | 0.78% | 22 |
|
|
2014
Q2 | $581M | Buy |
10,086,907
+1,315,550
| +15% | +$75.8M | 0.72% | 22 |
|
|
2014
Q1 | $533M | Buy |
8,771,357
+1,045,410
| +14% | +$63.5M | 0.6% | 34 |
|
|
2013
Q4 | $452M | Sell |
7,725,947
-1,288,385
| -14% | -$75.3M | 0.56% | 32 |
|
|
2013
Q3 | $466M | Buy |
9,014,332
+1,305,712
| +17% | +$67.5M | 1.13% | 6 |
|
|
2013
Q2 | $407M | Buy |
+7,708,620
| New | +$407M | 1.08% | 8 |
|