Smead 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
Q3 | $190M | Sell |
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|
2025
Q2 | $188M | Sell |
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|
2025
Q1 | $242M | Sell |
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|
2024
Q4 | $259M | Sell |
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|
2024
Q3 | $297M | Buy |
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|
2024
Q2 | $275M | Sell |
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|
2024
Q1 | $291M | Buy |
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|
2023
Q4 | $237M | Buy |
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|
2023
Q3 | $200M | Sell |
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|
2023
Q2 | $207M | Sell |
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|
2023
Q1 | $188M | Buy |
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|
2022
Q4 | $188M | Buy |
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|
2022
Q3 | $134M | Buy |
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|
2022
Q2 | $142M | Buy |
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|
2022
Q1 | $160M | Buy |
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|
2021
Q4 | $158M | Buy |
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|
2021
Q3 | $134M | Buy |
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|
2021
Q2 | $124M | Buy |
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|
2021
Q1 | $107M | Buy |
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|
2020
Q4 | $82.1M | Sell |
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|
2020
Q3 | $64.6M | Sell |
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|
2020
Q2 | $69.3M | Sell |
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|
2020
Q1 | $71.4M | Sell |
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|
2019
Q4 | $114M | Buy |
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|
2019
Q3 | $95M | Sell |
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|
2019
Q2 | $92.9M | Sell |
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|
2019
Q1 | $86.6M | Sell |
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|
2018
Q4 | $85.7M | Sell |
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|
2018
Q3 | $104M | Sell |
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|
2018
Q2 | $98.5M | Sell |
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|
2018
Q1 | $106M | Sell |
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|
2017
Q4 | $125M | Sell |
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|
2017
Q3 | $118M | Sell |
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|
2017
Q2 | $115M | Sell |
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|
2017
Q1 | $114M | Sell |
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|
2016
Q4 | $126M | Sell |
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|
2016
Q3 | $110M | Sell |
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|
2016
Q2 | $109M | Sell |
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|
2016
Q1 | $111M | Sell |
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|
2015
Q4 | $113M | Buy |
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|
2015
Q3 | $93.8M | Buy |
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|
2015
Q2 | $84.3M | Buy |
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|
2015
Q1 | $69.5M | Buy |
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|
2014
Q4 | $45.6M | Buy |
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|
2014
Q3 | $39.8M | Sell |
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|
2014
Q2 | $38.1M | Buy |
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|
2014
Q1 | $38.3M | Buy |
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|
2013
Q4 | $32.3M | Buy |
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|
2013
Q3 | $26.2M | Buy |
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|
2013
Q2 | $22.6M | Buy |
|