SC
Scotia Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467M | Buy |
1,611,715
+41,062
| +3% | +$11.9M | 2.21% | 10 |
|
|
2025
Q1 | $385M | Buy |
1,570,653
+41,659
| +3% | +$10.2M | 2.07% | 11 |
|
|
2024
Q4 | $367M | Buy |
1,528,994
+122,331
| +9% | +$29.3M | 1.93% | 14 |
|
|
2024
Q3 | $297M | Buy |
1,406,663
+28,212
| +2% | +$5.95M | 1.59% | 19 |
|
|
2024
Q2 | $279M | Buy |
1,378,451
+15,970
| +1% | +$3.23M | 1.63% | 18 |
|
|
2024
Q1 | $273M | Sell |
1,362,481
-14,338
| -1% | -$2.87M | 1.62% | 19 |
|
|
2023
Q4 | $234M | Sell |
1,376,819
-8,465
| -0.6% | -$1.44M | 1.51% | 19 |
|
|
2023
Q3 | $201M | Sell |
1,385,284
-10,352
| -0.7% | -$1.5M | 1.45% | 20 |
|
|
2023
Q2 | $203M | Buy |
1,395,636
+50,168
| +4% | +$7.3M | 1.39% | 20 |
|
|
2023
Q1 | $175M | Sell |
1,345,468
-77,827
| -5% | -$10.1M | 1.28% | 22 |
|
|
2022
Q4 | $191M | Sell |
1,423,295
-29,359
| -2% | -$3.94M | 1.47% | 16 |
|
|
2022
Q3 | $152M | Buy |
1,452,654
+35,315
| +2% | +$3.69M | 1.23% | 23 |
|
|
2022
Q2 | $160M | Buy |
1,417,339
+122,739
| +9% | +$13.8M | 1.19% | 26 |
|
|
2022
Q1 | $176M | Buy |
1,294,600
+94,612
| +8% | +$12.9M | 1.12% | 25 |
|
|
2021
Q4 | $190M | Buy |
1,199,988
+52,613
| +5% | +$8.33M | 1.25% | 19 |
|
|
2021
Q3 | $188M | Buy |
1,147,375
+55,987
| +5% | +$9.16M | 1.37% | 19 |
|
|
2021
Q2 | $170M | Buy |
1,091,388
+24,975
| +2% | +$3.88M | 1.24% | 19 |
|
|
2021
Q1 | $162M | Buy |
1,066,413
+67,617
| +7% | +$10.3M | 1.32% | 19 |
|
|
2020
Q4 | $127M | Sell |
998,796
-12,568
| -1% | -$1.6M | 1.17% | 20 |
|
|
2020
Q3 | $97.4M | Buy |
1,011,364
+36,301
| +4% | +$3.49M | 1.05% | 23 |
|
|
2020
Q2 | $91.9M | Buy |
975,063
+44,747
| +5% | +$4.22M | 1.29% | 18 |
|
|
2020
Q1 | $83.8M | Sell |
930,316
-34,349
| -4% | -$3.09M | 1.17% | 22 |
|
|
2019
Q4 | $134M | Sell |
964,665
-1,827
| -0.2% | -$255K | 1.5% | 17 |
|
|
2019
Q3 | $114M | Sell |
966,492
-32,074
| -3% | -$3.77M | 1.34% | 20 |
|
|
2019
Q2 | $112M | Buy |
998,566
+863
| +0.1% | +$96.5K | 1.36% | 18 |
|
|
2019
Q1 | $101M | Buy |
997,703
+80,359
| +9% | +$8.13M | 1.3% | 18 |
|
|
2018
Q4 | $89.5M | Buy |
917,344
+46,798
| +5% | +$4.57M | 1.32% | 17 |
|
|
2018
Q3 | $98.2M | Buy |
870,546
+26,093
| +3% | +$2.94M | 1.24% | 19 |
|
|
2018
Q2 | $92.2M | Buy |
844,453
+12,156
| +1% | +$1.33M | 1.28% | 17 |
|
|
2018
Q1 | $91.5M | Buy |
832,297
+16,716
| +2% | +$1.84M | 1.26% | 17 |
|
|
2017
Q4 | $87.2M | Buy |
815,581
+9,234
| +1% | +$988K | 1.16% | 19 |
|
|
2017
Q3 | $77M | Buy |
806,347
+115,465
| +17% | +$11M | 1.1% | 21 |
|
|
2017
Q2 | $63.1M | Buy |
690,882
+56,946
| +9% | +$5.2M | 1.07% | 22 |
|
|
2017
Q1 | $55.7M | Sell |
633,936
-50,634
| -7% | -$4.45M | 0.95% | 24 |
|
|
2016
Q4 | $59.1M | Buy |
684,570
+37,690
| +6% | +$3.26M | 0.94% | 24 |
|
|
2016
Q3 | $43.1M | Sell |
646,880
-21,987
| -3% | -$1.46M | 0.79% | 27 |
|
|
2016
Q2 | $41.6M | Buy |
668,867
+36,005
| +6% | +$2.24M | 0.85% | 26 |
|
|
2016
Q1 | $37.5M | Buy |
632,862
+131,732
| +26% | +$7.81M | 0.82% | 26 |
|
|
2015
Q4 | $33.1M | Buy |
501,130
+18,521
| +4% | +$1.22M | 0.75% | 23 |
|
|
2015
Q3 | $29.5M | Buy |
482,609
+50,567
| +12% | +$3.09M | 0.67% | 29 |
|
|
2015
Q2 | $28.9M | Buy |
432,042
+17,778
| +4% | +$1.19M | 0.58% | 29 |
|
|
2015
Q1 | $25.1M | Buy |
414,264
+25,475
| +7% | +$1.54M | 0.65% | 33 |
|
|
2014
Q4 | $24.3M | Buy |
388,789
+13,812
| +4% | +$863K | 0.64% | 32 |
|
|
2014
Q3 | $22.6M | Buy |
374,977
+3,533
| +1% | +$213K | 0.48% | 41 |
|
|
2014
Q2 | $21.4M | Sell |
371,444
-2,559
| -0.7% | -$148K | 0.46% | 43 |
|
|
2014
Q1 | $22.7M | Buy |
374,003
+94,831
| +34% | +$5.75M | 0.5% | 41 |
|
|
2013
Q4 | $16.3M | Buy |
279,172
+87,537
| +46% | +$5.12M | 0.39% | 48 |
|
|
2013
Q3 | $9.91M | Sell |
191,635
-21,139
| -10% | -$1.09M | 0.27% | 62 |
|
|
2013
Q2 | $11.2M | Buy |
+212,774
| New | +$11.2M | 0.43% | 51 |
|