Sumitomo Mitsui Trust Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97B | Buy |
6,777,996
+56,033
| +0.8% | +$16.2M | 1.22% | 10 |
|
|
2025
Q1 | $1.65B | Sell |
6,721,963
-76,448
| -1% | -$18.8M | 1.17% | 11 |
|
|
2024
Q4 | $1.63B | Sell |
6,798,411
-219,235
| -3% | -$52.6M | 1.1% | 10 |
|
|
2024
Q3 | $1.48B | Buy |
7,017,646
+261,363
| +4% | +$55.1M | 1.03% | 13 |
|
|
2024
Q2 | $1.37B | Sell |
6,756,283
-495,568
| -7% | -$100M | 1.01% | 11 |
|
|
2024
Q1 | $1.45B | Sell |
7,251,851
-254,245
| -3% | -$50.9M | 1% | 11 |
|
|
2023
Q4 | $1.28B | Sell |
7,506,096
-181,433
| -2% | -$30.9M | 0.94% | 11 |
|
|
2023
Q3 | $1.11B | Buy |
7,687,529
+149,469
| +2% | +$21.7M | 0.92% | 13 |
|
|
2023
Q2 | $1.1B | Sell |
7,538,060
-1,056,905
| -12% | -$154M | 0.85% | 13 |
|
|
2023
Q1 | $1.12B | Sell |
8,594,965
-25,363
| -0.3% | -$3.31M | 0.83% | 14 |
|
|
2022
Q4 | $1.16B | Sell |
8,620,328
-102,154
| -1% | -$13.7M | 0.92% | 11 |
|
|
2022
Q3 | $911M | Sell |
8,722,482
-58,129
| -0.7% | -$6.07M | 0.75% | 17 |
|
|
2022
Q2 | $989M | Buy |
8,780,611
+259,671
| +3% | +$29.2M | 0.76% | 16 |
|
|
2022
Q1 | $1.16B | Sell |
8,520,940
-669,767
| -7% | -$91.3M | 0.77% | 12 |
|
|
2021
Q4 | $1.46B | Buy |
9,190,707
+251,150
| +3% | +$39.8M | 0.88% | 10 |
|
|
2021
Q3 | $1.46B | Sell |
8,939,557
-853,416
| -9% | -$140M | 0.91% | 9 |
|
|
2021
Q2 | $1.52B | Sell |
9,792,973
-606,751
| -6% | -$94.4M | 0.9% | 11 |
|
|
2021
Q1 | $1.58B | Sell |
10,399,724
-445,198
| -4% | -$67.8M | 0.99% | 8 |
|
|
2020
Q4 | $1.38B | Sell |
10,844,922
-1,508,639
| -12% | -$192M | 0.89% | 11 |
|
|
2020
Q3 | $1.19B | Sell |
12,353,561
-859,691
| -7% | -$82.8M | 0.8% | 16 |
|
|
2020
Q2 | $1.23B | Sell |
13,213,252
-408,579
| -3% | -$38.1M | 0.87% | 14 |
|
|
2020
Q1 | $1.21B | Buy |
13,621,831
+932,660
| +7% | +$83.1M | 1.04% | 11 |
|
|
2019
Q4 | $1.76B | Buy |
12,689,171
+1,829
| +0% | +$253K | 1.38% | 5 |
|
|
2019
Q3 | $1.49B | Buy |
12,687,342
+125,867
| +1% | +$14.8M | 1.3% | 6 |
|
|
2019
Q2 | $1.4B | Sell |
12,561,475
-392,806
| -3% | -$43.9M | 1.25% | 6 |
|
|
2019
Q1 | $1.31B | Sell |
12,954,281
-94,879
| -0.7% | -$9.6M | 1.21% | 9 |
|
|
2018
Q4 | $1.26B | Buy |
13,049,160
+1,950,129
| +18% | +$189M | 1.36% | 6 |
|
|
2018
Q3 | $1.25B | Sell |
11,099,031
-100,678
| -0.9% | -$11.4M | 1.35% | 6 |
|
|
2018
Q2 | $1.17B | Buy |
11,199,709
+481,210
| +4% | +$50.1M | 1.36% | 5 |
|
|
2018
Q1 | $1.18B | Sell |
10,718,499
-695
| -0% | -$76.4K | 1.52% | 5 |
|
|
2017
Q4 | $1.15B | Buy |
10,719,194
+14,619
| +0.1% | +$1.56M | 1.48% | 6 |
|
|
2017
Q3 | $1.02B | Sell |
10,704,575
-163,113
| -2% | -$15.6M | 1.44% | 6 |
|
|
2017
Q2 | $993M | Buy |
10,867,688
+207,812
| +2% | +$19M | 1.46% | 6 |
|
|
2017
Q1 | $936M | Sell |
10,659,876
-119,411
| -1% | -$10.5M | 1.45% | 7 |
|
|
2016
Q4 | $930M | Sell |
10,779,287
-207,794
| -2% | -$17.9M | 1.52% | 4 |
|
|
2016
Q3 | $732M | Buy |
10,987,081
+6,950
| +0.1% | +$463K | 1.2% | 10 |
|
|
2016
Q2 | $682M | Buy |
10,980,131
+10,528
| +0.1% | +$654K | 1.18% | 11 |
|
|
2016
Q1 | $650M | Buy |
10,969,603
+233,434
| +2% | +$13.8M | 1.14% | 14 |
|
|
2015
Q4 | $715M | Sell |
10,736,169
-46,821
| -0.4% | -$3.12M | 1.28% | 8 |
|
|
2015
Q3 | $657M | Buy |
10,782,990
+382,696
| +4% | +$23.3M | 1.27% | 7 |
|
|
2015
Q2 | $700M | Sell |
10,400,294
-104,072
| -1% | -$7.01M | 1.26% | 8 |
|
|
2015
Q1 | $636M | Buy |
10,504,366
+856,625
| +9% | +$51.9M | 1.15% | 8 |
|
|
2014
Q4 | $605M | Sell |
9,647,741
-156,191
| -2% | -$9.8M | 1.17% | 10 |
|
|
2014
Q3 | $591M | Buy |
9,803,932
+336,779
| +4% | +$20.3M | 1.18% | 9 |
|
|
2014
Q2 | $545M | Sell |
9,467,153
-246,897
| -3% | -$14.2M | 1.12% | 10 |
|
|
2014
Q1 | $590M | Sell |
9,714,050
-155,826
| -2% | -$9.46M | 1.24% | 9 |
|
|
2013
Q4 | $572M | Sell |
9,869,876
-540,440
| -5% | -$31.3M | 1.19% | 10 |
|
|
2013
Q3 | $534M | Sell |
10,410,316
-135,637
| -1% | -$6.96M | 1.15% | 11 |
|
|
2013
Q2 | $553M | Buy |
+10,545,953
| New | +$553M | 1.25% | 11 |
|