Stifel Financial’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
Q2 | $1.18B | Sell |
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|
2025
Q1 | $1.01B | Sell |
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|
2024
Q4 | $996M | Buy |
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|
2024
Q3 | $869M | Sell |
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|
2024
Q2 | $855M | Sell |
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|
2024
Q1 | $862M | Sell |
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|
2023
Q4 | $737M | Buy |
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|
2023
Q3 | $619M | Buy |
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|
2023
Q2 | $617M | Sell |
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|
2023
Q1 | $571M | Sell |
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|
2022
Q4 | $609M | Buy |
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|
2022
Q3 | $473M | Buy |
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|
2022
Q2 | $503M | Sell |
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|
2022
Q1 | $615M | Sell |
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|
2021
Q4 | $716M | Buy |
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|
2021
Q3 | $695M | Buy |
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|
2021
Q2 | $655M | Buy |
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|
2021
Q1 | $631M | Sell |
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|
2020
Q4 | $529M | Buy |
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|
2020
Q3 | $394M | Buy |
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|
2020
Q2 | $376M | Buy |
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|
2020
Q1 | $334M | Sell |
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|
2019
Q4 | $566M | Buy |
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|
2019
Q3 | $437M | Buy |
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|
2019
Q2 | $406M | Buy |
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|
2019
Q1 | $365M | Buy |
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|
2018
Q4 | $344M | Sell |
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|
2018
Q3 | $414M | Buy |
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|
2018
Q2 | $374M | Sell |
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|
2018
Q1 | $399M | Sell |
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|
2017
Q4 | $395M | Sell |
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|
2017
Q3 | $416M | Buy |
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|
2017
Q2 | $388M | Buy |
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|
2017
Q1 | $358M | Buy |
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|
2016
Q4 | $348M | Buy |
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|
2016
Q3 | $261M | Buy |
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|
2016
Q2 | $231M | Buy |
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|
2016
Q1 | $210M | Buy |
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|
2015
Q4 | $197M | Buy |
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|
2015
Q3 | $174M | Buy |
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|
2015
Q2 | $186M | Buy |
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|
2015
Q1 | $134M | Sell |
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|
2014
Q4 | $143M | Buy |
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|
2014
Q3 | $67.3M | Sell |
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|
2014
Q2 | $65.9M | Buy |
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|
2014
Q1 | $64.5M | Buy |
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