State Street’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3B | Sell |
125,287,735
-2,230,688
| -2% | -$647M | 1.36% | 8 |
|
|
2025
Q1 | $31.3B | Buy |
127,518,423
+232,965
| +0.2% | +$57.1M | 1.29% | 8 |
|
|
2024
Q4 | $30.5B | Buy |
127,285,458
+1,206,096
| +1% | +$289M | 1.2% | 11 |
|
|
2024
Q3 | $26.6B | Buy |
126,079,362
+191,765
| +0.2% | +$40.4M | 1.08% | 13 |
|
|
2024
Q2 | $25.5B | Buy |
125,887,597
+38,184
| +0% | +$7.72M | 1.11% | 12 |
|
|
2024
Q1 | $25.2B | Buy |
125,849,413
+689,942
| +0.6% | +$138M | 1.13% | 10 |
|
|
2023
Q4 | $21.3B | Buy |
125,159,471
+3,192,375
| +3% | +$543M | 1.04% | 12 |
|
|
2023
Q3 | $17.7B | Sell |
121,967,096
-4,276,851
| -3% | -$620M | 0.98% | 15 |
|
|
2023
Q2 | $18.4B | Buy |
126,243,947
+2,384,901
| +2% | +$347M | 0.96% | 14 |
|
|
2023
Q1 | $16.1B | Sell |
123,859,046
-5,878,759
| -5% | -$766M | 0.91% | 16 |
|
|
2022
Q4 | $17.4B | Buy |
129,737,805
+825,193
| +0.6% | +$111M | 1.02% | 11 |
|
|
2022
Q3 | $13.5B | Sell |
128,912,612
-1,213,926
| -0.9% | -$127M | 0.85% | 13 |
|
|
2022
Q2 | $14.7B | Sell |
130,126,538
-10,634,258
| -8% | -$1.2B | 0.88% | 16 |
|
|
2022
Q1 | $19.2B | Sell |
140,760,796
-959,294
| -0.7% | -$131M | 0.95% | 14 |
|
|
2021
Q4 | $22.4B | Buy |
141,720,090
+2,277,065
| +2% | +$361M | 1.06% | 12 |
|
|
2021
Q3 | $22.8B | Sell |
139,443,025
-2,304,320
| -2% | -$377M | 1.21% | 9 |
|
|
2021
Q2 | $22B | Sell |
141,747,345
-155,844
| -0.1% | -$24.2M | 1.16% | 8 |
|
|
2021
Q1 | $21.6B | Buy |
141,903,189
+6,547,114
| +5% | +$997M | 1.24% | 8 |
|
|
2020
Q4 | $17.2B | Buy |
135,356,075
+222,433
| +0.2% | +$28.3M | 1.05% | 10 |
|
|
2020
Q3 | $13B | Sell |
135,133,642
-2,265,439
| -2% | -$218M | 0.89% | 15 |
|
|
2020
Q2 | $12.9B | Sell |
137,399,081
-3,487,691
| -2% | -$328M | 0.94% | 14 |
|
|
2020
Q1 | $12.7B | Sell |
140,886,772
-3,757,994
| -3% | -$338M | 1.11% | 11 |
|
|
2019
Q4 | $20.2B | Sell |
144,644,766
-1,702,061
| -1% | -$237M | 1.38% | 5 |
|
|
2019
Q3 | $17.2B | Sell |
146,346,827
-3,184,593
| -2% | -$375M | 1.28% | 5 |
|
|
2019
Q2 | $16.7B | Sell |
149,531,420
-672,964
| -0.4% | -$75.2M | 1.25% | 7 |
|
|
2019
Q1 | $15.2B | Sell |
150,204,384
-250,676
| -0.2% | -$25.4M | 1.19% | 8 |
|
|
2018
Q4 | $14.7B | Sell |
150,455,060
-6,315,221
| -4% | -$616M | 1.34% | 6 |
|
|
2018
Q3 | $17.7B | Buy |
156,770,281
+2,370,968
| +2% | +$268M | 1.36% | 6 |
|
|
2018
Q2 | $16.1B | Sell |
154,399,313
-2,889,614
| -2% | -$301M | 1.34% | 7 |
|
|
2018
Q1 | $17.3B | Sell |
157,288,927
-10,563,671
| -6% | -$1.16B | 1.47% | 5 |
|
|
2017
Q4 | $18B | Buy |
167,852,598
+3,040,671
| +2% | +$325M | 1.44% | 5 |
|
|
2017
Q3 | $15.7B | Sell |
164,811,927
-1,824,710
| -1% | -$174M | 1.36% | 5 |
|
|
2017
Q2 | $15.2B | Sell |
166,636,637
-3,898,123
| -2% | -$356M | 1.35% | 6 |
|
|
2017
Q1 | $15B | Buy |
170,534,760
+1,357,194
| +0.8% | +$119M | 1.34% | 5 |
|
|
2016
Q4 | $14.6B | Buy |
169,177,566
+11,844,085
| +8% | +$1.02B | 1.37% | 5 |
|
|
2016
Q3 | $10.5B | Buy |
157,333,481
+6,674,415
| +4% | +$444M | 1.06% | 12 |
|
|
2016
Q2 | $9.36B | Sell |
150,659,066
-4,407,035
| -3% | -$274M | 1.01% | 15 |
|
|
2016
Q1 | $9.18B | Sell |
155,066,101
-2,104,760
| -1% | -$125M | 0.99% | 14 |
|
|
2015
Q4 | $10.4B | Buy |
157,170,861
+2,887,150
| +2% | +$191M | 1.13% | 8 |
|
|
2015
Q3 | $9.41B | Sell |
154,283,711
-1,962,203
| -1% | -$120M | 1.1% | 10 |
|
|
2015
Q2 | $10.6B | Sell |
156,245,914
-7,581,190
| -5% | -$514M | 1.13% | 8 |
|
|
2015
Q1 | $9.92B | Sell |
163,827,104
-10,890,054
| -6% | -$660M | 1.02% | 12 |
|
|
2014
Q4 | $10.9B | Buy |
174,717,158
+6,399,608
| +4% | +$400M | 1.09% | 11 |
|
|
2014
Q3 | $10.1B | Buy |
168,317,550
+1,271,619
| +0.8% | +$76.6M | 1.09% | 11 |
|
|
2014
Q2 | $9.63B | Sell |
167,045,931
-170,655
| -0.1% | -$9.83M | 1.04% | 12 |
|
|
2014
Q1 | $10.2B | Sell |
167,216,586
-4,134,156
| -2% | -$251M | 1.15% | 11 |
|
|
2013
Q4 | $10B | Buy |
171,350,742
+3,615,192
| +2% | +$211M | 1.11% | 10 |
|
|
2013
Q3 | $8.67B | Sell |
167,735,550
-3,778,717
| -2% | -$195M | 1.07% | 11 |
|
|
2013
Q2 | $9.05B | Buy |
+171,514,267
| New | +$9.05B | 1.18% | 11 |
|