SEI Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248M | Buy |
853,970
+18,922
| +2% | +$5.49M | 0.29% | 57 |
|
|
2025
Q1 | $205M | Buy |
835,048
+42,382
| +5% | +$10.4M | 0.26% | 62 |
|
|
2024
Q4 | $190M | Sell |
792,666
-10,822
| -1% | -$2.59M | 0.24% | 67 |
|
|
2024
Q3 | $169M | Buy |
803,488
+30,905
| +4% | +$6.52M | 0.22% | 82 |
|
|
2024
Q2 | $156M | Buy |
772,583
+12,633
| +2% | +$2.56M | 0.22% | 82 |
|
|
2024
Q1 | $152M | Buy |
759,950
+20,078
| +3% | +$4.02M | 0.22% | 84 |
|
|
2023
Q4 | $126M | Buy |
739,872
+19,646
| +3% | +$3.34M | 0.2% | 90 |
|
|
2023
Q3 | $104M | Buy |
720,226
+2,338
| +0.3% | +$339K | 0.19% | 94 |
|
|
2023
Q2 | $104M | Buy |
717,888
+4,564
| +0.6% | +$664K | 0.18% | 98 |
|
|
2023
Q1 | $92.9M | Buy |
713,324
+282,963
| +66% | +$36.9M | 0.17% | 103 |
|
|
2022
Q4 | $57.7M | Sell |
430,361
-226,052
| -34% | -$30.3M | 0.13% | 152 |
|
|
2022
Q3 | $68.6M | Buy |
656,413
+19,165
| +3% | +$2M | 0.15% | 112 |
|
|
2022
Q2 | $71.7M | Buy |
637,248
+250,914
| +65% | +$28.2M | 0.15% | 115 |
|
|
2022
Q1 | $52.8M | Sell |
386,334
-37,168
| -9% | -$5.08M | 0.11% | 189 |
|
|
2021
Q4 | $67M | Sell |
423,502
-116,549
| -22% | -$18.4M | 0.13% | 165 |
|
|
2021
Q3 | $88.3M | Sell |
540,051
-108,733
| -17% | -$17.8M | 0.19% | 105 |
|
|
2021
Q2 | $101M | Sell |
648,784
-78,537
| -11% | -$12.2M | 0.22% | 72 |
|
|
2021
Q1 | $106M | Sell |
727,321
-61,762
| -8% | -$9M | 0.27% | 57 |
|
|
2020
Q4 | $100M | Buy |
789,083
+14,727
| +2% | +$1.87M | 0.26% | 64 |
|
|
2020
Q3 | $74.6M | Sell |
774,356
-37,020
| -5% | -$3.57M | 0.22% | 81 |
|
|
2020
Q2 | $76.4M | Sell |
811,376
-54,001
| -6% | -$5.09M | 0.24% | 71 |
|
|
2020
Q1 | $78M | Sell |
865,377
-199,972
| -19% | -$18M | 0.29% | 61 |
|
|
2019
Q4 | $149M | Sell |
1,065,349
-23,413
| -2% | -$3.26M | 0.44% | 37 |
|
|
2019
Q3 | $220M | Sell |
1,088,762
-137,939
| -11% | -$27.8M | 0.56% | 28 |
|
|
2019
Q2 | $137M | Buy |
1,226,701
+81,656
| +7% | +$9.12M | 0.45% | 35 |
|
|
2019
Q1 | $116M | Sell |
1,145,045
-330,380
| -22% | -$33.5M | 0.39% | 43 |
|
|
2018
Q4 | $159M | Buy |
1,475,425
+217,411
| +17% | +$23.5M | 0.57% | 25 |
|
|
2018
Q3 | $142M | Sell |
1,258,014
-336,373
| -21% | -$38M | 0.51% | 32 |
|
|
2018
Q2 | $166M | Buy |
1,594,387
+46,983
| +3% | +$4.9M | 0.56% | 26 |
|
|
2018
Q1 | $170M | Sell |
1,547,404
-483,155
| -24% | -$53.1M | 0.65% | 18 |
|
|
2017
Q4 | $217M | Sell |
2,030,559
-58,355
| -3% | -$6.24M | 0.75% | 13 |
|
|
2017
Q3 | $200M | Buy |
2,088,914
+68,418
| +3% | +$6.53M | 0.71% | 14 |
|
|
2017
Q2 | $185M | Buy |
2,020,496
+66,071
| +3% | +$6.04M | 0.74% | 14 |
|
|
2017
Q1 | $172M | Buy |
1,954,425
+85,862
| +5% | +$7.54M | 0.75% | 14 |
|
|
2016
Q4 | $161M | Buy |
1,868,563
+288,697
| +18% | +$24.9M | 0.78% | 11 |
|
|
2016
Q3 | $105M | Buy |
1,579,866
+236,901
| +18% | +$15.8M | 0.53% | 21 |
|
|
2016
Q2 | $83.5M | Buy |
1,342,965
+80,550
| +6% | +$5.01M | 0.5% | 22 |
|
|
2016
Q1 | $74.8M | Sell |
1,262,415
-108,717
| -8% | -$6.44M | 0.47% | 26 |
|
|
2015
Q4 | $90.5M | Buy |
1,371,132
+730,383
| +114% | +$48.2M | 0.55% | 20 |
|
|
2015
Q3 | $39.1M | Buy |
640,749
+101,486
| +19% | +$6.19M | 0.36% | 54 |
|
|
2015
Q2 | $36.5M | Buy |
539,263
+39,356
| +8% | +$2.67M | 0.33% | 72 |
|
|
2015
Q1 | $30.3M | Sell |
499,907
-297
| -0.1% | -$18K | 0.26% | 90 |
|
|
2014
Q4 | $31.3M | Buy |
+500,204
| New | +$31.3M | 0.28% | 89 |
|