Texas Permanent School Fund’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $77.9M | Buy |
+318,492
| New | +$77.9M | 0.75% | 14 |
|
|
2024
Q3 | – | Sell |
-475,854
| Closed | -$96.2M | – | 712 |
|
|
2024
Q2 | $96.2M | Sell |
475,854
-121,743
| -20% | -$24.6M | 0.86% | 12 |
|
|
2024
Q1 | $120M | Buy |
597,597
+694
| +0.1% | +$139K | 0.95% | 11 |
|
|
2023
Q4 | $102M | Sell |
596,903
-3,564
| -0.6% | -$606K | 0.88% | 10 |
|
|
2023
Q3 | $87.1M | Sell |
600,467
-12,310
| -2% | -$1.79M | 0.85% | 13 |
|
|
2023
Q2 | $89.1M | Buy |
612,777
+1,255
| +0.2% | +$183K | 0.82% | 14 |
|
|
2023
Q1 | $79.7M | Buy |
611,522
+195,115
| +47% | +$25.4M | 0.79% | 14 |
|
|
2022
Q4 | $55.8M | Buy |
416,407
+1,811
| +0.4% | +$243K | 0.85% | 10 |
|
|
2022
Q3 | $43.3M | Buy |
414,596
+26,654
| +7% | +$2.79M | 0.7% | 12 |
|
|
2022
Q2 | $43.7M | Buy |
387,942
+4,620
| +1% | +$520K | 0.7% | 14 |
|
|
2022
Q1 | $52.3M | Sell |
383,322
-22,489
| -6% | -$3.07M | 0.71% | 12 |
|
|
2021
Q4 | $64.3M | Sell |
405,811
-55,806
| -12% | -$8.84M | 0.79% | 11 |
|
|
2021
Q3 | $75.6M | Sell |
461,617
-41,277
| -8% | -$6.76M | 0.93% | 10 |
|
|
2021
Q2 | $78.2M | Sell |
502,894
-6,651
| -1% | -$1.03M | 0.91% | 10 |
|
|
2021
Q1 | $77.6M | Sell |
509,545
-27,896
| -5% | -$4.25M | 0.96% | 9 |
|
|
2020
Q4 | $68.3M | Sell |
537,441
-35,523
| -6% | -$4.51M | 0.86% | 10 |
|
|
2020
Q3 | $55.2M | Buy |
572,964
+36,037
| +7% | +$3.47M | 0.74% | 15 |
|
|
2020
Q2 | $50.5M | Sell |
536,927
-33,550
| -6% | -$3.16M | 0.8% | 11 |
|
|
2020
Q1 | $51.4M | Buy |
570,477
+15,485
| +3% | +$1.39M | 0.94% | 9 |
|
|
2019
Q4 | $77.4M | Sell |
554,992
-40,615
| -7% | -$5.66M | 1.18% | 6 |
|
|
2019
Q3 | $70.1M | Sell |
595,607
-29,994
| -5% | -$3.53M | 1.11% | 6 |
|
|
2019
Q2 | $69.9M | Sell |
625,601
-11,380
| -2% | -$1.27M | 1.09% | 7 |
|
|
2019
Q1 | $64.5M | Sell |
636,981
-31,883
| -5% | -$3.23M | 1.03% | 10 |
|
|
2018
Q4 | $65.3M | Sell |
668,864
-85,615
| -11% | -$8.36M | 1.15% | 6 |
|
|
2018
Q3 | $85.1M | Sell |
754,479
-76,369
| -9% | -$8.62M | 1.18% | 6 |
|
|
2018
Q2 | $86.6M | Sell |
830,848
-55,897
| -6% | -$5.82M | 1.18% | 6 |
|
|
2018
Q1 | $97.5M | Sell |
886,745
-60,455
| -6% | -$6.65M | 1.3% | 6 |
|
|
2017
Q4 | $101M | Sell |
947,200
-28,011
| -3% | -$3M | 1.27% | 7 |
|
|
2017
Q3 | $93.1M | Sell |
975,211
-23,019
| -2% | -$2.2M | 1.2% | 8 |
|
|
2017
Q2 | $91.2M | Sell |
998,230
-45,434
| -4% | -$4.15M | 1.2% | 7 |
|
|
2017
Q1 | $91.7M | Sell |
1,043,664
-28,250
| -3% | -$2.48M | 1.2% | 8 |
|
|
2016
Q4 | $92.5M | Sell |
1,071,914
-40,452
| -4% | -$3.49M | 1.23% | 6 |
|
|
2016
Q3 | $74.1M | Sell |
1,112,366
-74,006
| -6% | -$4.93M | 0.99% | 10 |
|
|
2016
Q2 | $73.7M | Sell |
1,186,372
-79,697
| -6% | -$4.95M | 0.98% | 11 |
|
|
2016
Q1 | $75M | Sell |
1,266,069
-33,803
| -3% | -$2M | 0.95% | 15 |
|
|
2015
Q4 | $85.8M | Sell |
1,299,872
-18,827
| -1% | -$1.24M | 1.06% | 9 |
|
|
2015
Q3 | $80.4M | Sell |
1,318,699
-32,411
| -2% | -$1.98M | 1.03% | 9 |
|
|
2015
Q2 | $91.6M | Sell |
1,351,110
-44,679
| -3% | -$3.03M | 1.06% | 8 |
|
|
2015
Q1 | $84.6M | Sell |
1,395,789
-25,689
| -2% | -$1.56M | 0.93% | 9 |
|
|
2014
Q4 | $89M | Sell |
1,421,478
-39,343
| -3% | -$2.46M | 0.98% | 10 |
|
|
2014
Q3 | $88M | Sell |
1,460,821
-117,013
| -7% | -$7.05M | 0.99% | 11 |
|
|
2014
Q2 | $90.9M | Sell |
1,577,834
-84,324
| -5% | -$4.86M | 0.94% | 10 |
|
|
2014
Q1 | $101M | Sell |
1,662,158
-78,456
| -5% | -$4.76M | 1.04% | 8 |
|
|
2013
Q4 | $102M | Sell |
1,740,614
-132,188
| -7% | -$7.73M | 1.01% | 9 |
|
|
2013
Q3 | $96.8M | Sell |
1,872,802
-66,622
| -3% | -$3.44M | 1% | 11 |
|
|
2013
Q2 | $102M | Buy |
+1,939,424
| New | +$102M | 1.07% | 11 |
|