Stifel Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18B | Sell |
4,086,843
-25,911
| -0.6% | -$7.51M | 1.15% | 7 |
|
|
2025
Q1 | $1.01B | Sell |
4,112,754
-43,386
| -1% | -$10.6M | 1.07% | 7 |
|
|
2024
Q4 | $996M | Buy |
4,156,140
+35,883
| +0.9% | +$8.6M | 1.04% | 9 |
|
|
2024
Q3 | $869M | Sell |
4,120,257
-104,721
| -2% | -$22.1M | 0.91% | 12 |
|
|
2024
Q2 | $855M | Sell |
4,224,978
-79,358
| -2% | -$16.1M | 0.96% | 12 |
|
|
2024
Q1 | $862M | Sell |
4,304,336
-28,441
| -0.7% | -$5.7M | 0.98% | 10 |
|
|
2023
Q4 | $737M | Buy |
4,332,777
+64,313
| +2% | +$10.9M | 0.93% | 12 |
|
|
2023
Q3 | $619M | Buy |
4,268,464
+24,818
| +0.6% | +$3.6M | 0.87% | 15 |
|
|
2023
Q2 | $617M | Sell |
4,243,646
-139,895
| -3% | -$20.3M | 0.84% | 15 |
|
|
2023
Q1 | $571M | Sell |
4,383,541
-159,820
| -4% | -$20.8M | 0.82% | 16 |
|
|
2022
Q4 | $609M | Buy |
4,543,361
+19,913
| +0.4% | +$2.67M | 0.91% | 13 |
|
|
2022
Q3 | $473M | Buy |
4,523,448
+59,036
| +1% | +$6.17M | 0.77% | 18 |
|
|
2022
Q2 | $503M | Sell |
4,464,412
-47,582
| -1% | -$5.36M | 0.79% | 17 |
|
|
2022
Q1 | $615M | Sell |
4,511,994
-10,590
| -0.2% | -$1.44M | 0.84% | 13 |
|
|
2021
Q4 | $716M | Buy |
4,522,584
+279,526
| +7% | +$44.3M | 0.95% | 10 |
|
|
2021
Q3 | $695M | Buy |
4,243,058
+33,822
| +0.8% | +$5.54M | 1.02% | 9 |
|
|
2021
Q2 | $655M | Buy |
4,209,236
+61,581
| +1% | +$9.58M | 0.98% | 9 |
|
|
2021
Q1 | $631M | Sell |
4,147,655
-13,802
| -0.3% | -$2.1M | 1.04% | 9 |
|
|
2020
Q4 | $529M | Buy |
4,161,457
+66,025
| +2% | +$8.39M | 0.94% | 10 |
|
|
2020
Q3 | $394M | Buy |
4,095,432
+100,819
| +3% | +$9.71M | 0.81% | 18 |
|
|
2020
Q2 | $376M | Buy |
3,994,613
+288,633
| +8% | +$27.1M | 0.86% | 15 |
|
|
2020
Q1 | $334M | Sell |
3,705,980
-351,335
| -9% | -$31.7M | 0.92% | 13 |
|
|
2019
Q4 | $566M | Buy |
4,057,315
+339,982
| +9% | +$47.4M | 1.18% | 5 |
|
|
2019
Q3 | $437M | Buy |
3,717,333
+81,224
| +2% | +$9.56M | 1.12% | 5 |
|
|
2019
Q2 | $406M | Buy |
3,636,109
+27,238
| +0.8% | +$3.04M | 1.05% | 5 |
|
|
2019
Q1 | $365M | Buy |
3,608,871
+82,735
| +2% | +$8.38M | 1.03% | 8 |
|
|
2018
Q4 | $344M | Sell |
3,526,136
-139,734
| -4% | -$13.6M | 1.11% | 6 |
|
|
2018
Q3 | $414M | Buy |
3,665,870
+74,476
| +2% | +$8.4M | 1.19% | 4 |
|
|
2018
Q2 | $374M | Sell |
3,591,394
-34,255
| -0.9% | -$3.56M | 1.15% | 4 |
|
|
2018
Q1 | $399M | Sell |
3,625,649
-66,684
| -2% | -$7.33M | 1.26% | 4 |
|
|
2017
Q4 | $395M | Sell |
3,692,333
-659,403
| -15% | -$70.5M | 1.25% | 4 |
|
|
2017
Q3 | $416M | Buy |
4,351,736
+108,050
| +3% | +$10.3M | 1.44% | 3 |
|
|
2017
Q2 | $388M | Buy |
4,243,686
+167,637
| +4% | +$15.3M | 1.43% | 3 |
|
|
2017
Q1 | $358M | Buy |
4,076,049
+43,460
| +1% | +$3.82M | 1.39% | 4 |
|
|
2016
Q4 | $348M | Buy |
4,032,589
+112,224
| +3% | +$9.68M | 1.48% | 4 |
|
|
2016
Q3 | $261M | Buy |
3,920,365
+201,831
| +5% | +$13.4M | 1.17% | 7 |
|
|
2016
Q2 | $231M | Buy |
3,718,534
+179,371
| +5% | +$11.1M | 1.07% | 10 |
|
|
2016
Q1 | $210M | Buy |
3,539,163
+557,310
| +19% | +$33M | 1.12% | 9 |
|
|
2015
Q4 | $197M | Buy |
2,981,853
+130,647
| +5% | +$8.63M | 1.03% | 7 |
|
|
2015
Q3 | $174M | Buy |
2,851,206
+98,357
| +4% | +$5.99M | 0.98% | 8 |
|
|
2015
Q2 | $186M | Buy |
2,752,849
+541,613
| +24% | +$36.7M | 0.96% | 7 |
|
|
2015
Q1 | $134M | Sell |
2,211,236
-71,781
| -3% | -$4.35M | 0.73% | 12 |
|
|
2014
Q4 | $143M | Buy |
2,283,017
+1,166,078
| +104% | +$73M | 0.79% | 10 |
|
|
2014
Q3 | $67.3M | Sell |
1,116,939
-27,517
| -2% | -$1.66M | 0.59% | 20 |
|
|
2014
Q2 | $65.9M | Buy |
1,144,456
+82,074
| +8% | +$4.73M | 0.59% | 19 |
|
|
2014
Q1 | $64.5M | Buy |
+1,062,382
| New | +$64.5M | 0.62% | 19 |
|