SEI Investments’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
Q3 | $284M | Buy |
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|
2025
Q2 | $248M | Buy |
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|
2025
Q1 | $205M | Buy |
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|
2024
Q4 | $190M | Sell |
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|
2024
Q3 | $169M | Buy |
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|
2024
Q2 | $156M | Buy |
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|
2024
Q1 | $152M | Buy |
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|
2023
Q4 | $126M | Buy |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $92.9M | Buy |
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|
2022
Q4 | $57.7M | Sell |
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|
2022
Q3 | $68.6M | Buy |
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|
2022
Q2 | $71.7M | Buy |
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|
2022
Q1 | $52.8M | Sell |
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|
2021
Q4 | $67M | Sell |
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|
2021
Q3 | $88.3M | Sell |
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|
2021
Q2 | $101M | Sell |
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|
2021
Q1 | $106M | Sell |
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|
2020
Q4 | $100M | Buy |
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|
2020
Q3 | $74.6M | Sell |
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|
2020
Q2 | $76.4M | Sell |
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|
2020
Q1 | $78M | Sell |
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|
2019
Q4 | $149M | Sell |
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|
2019
Q3 | $220M | Sell |
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|
2019
Q2 | $137M | Buy |
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|
2019
Q1 | $116M | Sell |
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|
2018
Q4 | $159M | Buy |
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|
2018
Q3 | $142M | Sell |
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|
2018
Q2 | $166M | Buy |
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|
2018
Q1 | $170M | Sell |
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|
2017
Q4 | $217M | Sell |
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|
2017
Q3 | $200M | Buy |
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|
2017
Q2 | $185M | Buy |
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|
2017
Q1 | $172M | Buy |
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|
2016
Q4 | $161M | Buy |
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|
2016
Q3 | $105M | Buy |
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|
2016
Q2 | $83.5M | Buy |
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|
2016
Q1 | $74.8M | Sell |
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|
2015
Q4 | $90.5M | Buy |
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|
2015
Q3 | $39.1M | Buy |
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|
2015
Q2 | $36.5M | Buy |
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|
2015
Q1 | $30.3M | Sell |
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|
2014
Q4 | $31.3M | Buy |
|