Thornburg Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $573K | Hold |
1,949
| – | – | 0.01% | 155 |
|
|
2025
Q4 | $628K | Sell |
1,949
-91,207
| -98% | -$28.2M | 0.01% | 165 |
|
|
2025
Q3 | $29.4M | Sell |
93,156
-331
| -0.4% | -$98.4K | 0.38% | 43 |
|
|
2025
Q2 | $27.1M | Sell |
93,487
-484,408
| -84% | -$124M | 0.35% | 47 |
|
|
2025
Q1 | $1.42B | Sell |
577,895
-71,325
| -11% | -$18.2M | 1.98% | 13 |
|
|
2024
Q4 | $156M | Sell |
649,220
-353,487
| -35% | -$82.3M | 2.06% | 11 |
|
|
2024
Q3 | $211M | Buy |
1,002,707
+536
| +0.1% | +$113K | 2.75% | 8 |
|
|
2024
Q2 | $203M | Sell |
1,002,171
-577,720
| -37% | -$113M | 2.85% | 8 |
|
|
2024
Q1 | $316M | Sell |
1,579,891
-82,215
| -5% | -$14.8M | 4.41% | 4 |
|
|
2023
Q4 | $283M | Sell |
1,662,106
-73,858
| -4% | -$11.2M | 4.08% | 5 |
|
|
2023
Q3 | $252M | Sell |
1,735,964
-38,908
| -2% | -$5.83M | 4.14% | 4 |
|
|
2023
Q2 | $258M | Sell |
1,774,872
-199,032
| -10% | -$27.4M | 4.18% | 4 |
|
|
2023
Q1 | $257M | Buy |
1,973,904
+5,242
| +0.3% | +$718K | 4.25% | 4 |
|
|
2022
Q4 | $264M | Buy |
1,968,662
+139,518
| +8% | +$17.7M | 4.46% | 4 |
|
|
2022
Q3 | $191M | Buy |
1,829,144
+11,380
| +0.6% | +$1.31M | 3.39% | 6 |
|
|
2022
Q2 | $205M | Sell |
1,817,764
-3,624
| -0.2% | -$449K | 3.13% | 6 |
|
|
2022
Q1 | $248M | Sell |
1,821,388
-56,079
| -3% | -$8.28M | 3.25% | 6 |
|
|
2021
Q4 | $297M | Sell |
1,877,467
-28,384
| -1% | -$4.66M | 3.49% | 6 |
|
|
2021
Q3 | $312M | Sell |
1,905,851
-791,436
| -29% | -$124M | 3.83% | 4 |
|
|
2021
Q2 | $420M | Sell |
2,697,287
-217,242
| -7% | -$34.1M | 4.82% | 2 |
|
|
2021
Q1 | $444M | Sell |
2,914,529
-71,164
| -2% | -$10.2M | 5.15% | 1 |
|
|
2020
Q4 | $379M | Sell |
2,985,693
-460,952
| -13% | -$51.5M | 4.5% | 2 |
|
|
2020
Q3 | $332M | Sell |
3,446,645
-51,629
| -1% | -$5.07M | 4.39% | 2 |
|
|
2020
Q2 | $329M | Sell |
3,498,274
-78,051
| -2% | -$7.41M | 4.23% | 3 |
|
|
2020
Q1 | $322M | Sell |
3,576,325
-430,553
| -11% | -$52.3M | 4.6% | 3 |
|
|
2019
Q4 | $559M | Sell |
4,006,878
-354,919
| -8% | -$45.5M | 5.37% | 2 |
|
|
2019
Q3 | $513M | Sell |
4,361,797
-20,282
| -0.5% | -$2.29M | 4.95% | 2 |
|
|
2019
Q2 | $490M | Sell |
4,382,079
-198,544
| -4% | -$21.9M | 4.7% | 3 |
|
|
2019
Q1 | $464M | Sell |
4,580,623
-55,138
| -1% | -$5.68M | 4.49% | 3 |
|
|
2018
Q4 | $453M | Sell |
4,635,761
-58,769
| -1% | -$6.26M | 4.43% | 3 |
|
|
2018
Q3 | $530M | Sell |
4,694,530
-139,153
| -3% | -$15.8M | 4.42% | 3 |
|
|
2018
Q2 | $504M | Sell |
4,833,683
-333,252
| -6% | -$36.6M | 3.83% | 3 |
|
|
2018
Q1 | $568M | Sell |
5,166,935
-1,080,108
| -17% | -$122M | 4.29% | 3 |
|
|
2017
Q4 | $668M | Buy |
6,247,043
+122,222
| +2% | +$12.4M | 4.65% | 1 |
|
|
2017
Q3 | $585M | Sell |
6,124,821
-12,024
| -0.2% | -$1.11M | 4.18% | 1 |
|
|
2017
Q2 | $561M | Sell |
6,136,845
-12,574
| -0.2% | -$1.08M | 4.27% | 1 |
|
|
2017
Q1 | $540M | Sell |
6,149,419
-1,171,808
| -16% | -$103M | 4.39% | 1 |
|
|
2016
Q4 | $632M | Sell |
7,321,227
-1,009,698
| -12% | -$77M | 4.87% | 1 |
|
|
2016
Q3 | $555M | Sell |
8,330,925
-45,669
| -0.5% | -$2.98M | 4.23% | 1 |
|
|
2016
Q2 | $521M | Sell |
8,376,594
-1,987,916
| -19% | -$124M | 4.03% | 1 |
|
|
2016
Q1 | $614M | Sell |
10,364,510
-349,436
| -3% | -$20.4M | 4.09% | 1 |
|
|
2015
Q4 | $707M | Sell |
10,713,946
-596,900
| -5% | -$38.9M | 4.49% | 2 |
|
|
2015
Q3 | $690M | Sell |
11,310,846
-299,596
| -3% | -$19.6M | 4.33% | 2 |
|
|
2015
Q2 | $787M | Sell |
11,610,442
-509,801
| -4% | -$33.3M | 4.53% | 2 |
|
|
2015
Q1 | $734M | Buy |
12,120,243
+284,358
| +2% | +$16.8M | 4.09% | 1 |
|
|
2014
Q4 | $741M | Sell |
11,835,885
-151,538
| -1% | -$9.12M | 3.7% | 1 |
|
|
2014
Q3 | $722M | Buy |
11,987,423
+283,602
| +2% | +$16.6M | 3.26% | 1 |
|
|
2014
Q2 | $674M | Buy |
11,703,821
+2,441,252
| +26% | +$137M | 2.69% | 4 |
|
|
2014
Q1 | $562M | Buy |
9,262,569
+331,165
| +4% | +$19.1M | 2.21% | 8 |
|
|
2013
Q4 | $522M | Buy |
8,931,404
+279,673
| +3% | +$15.3M | 1.99% | 8 |
|
|
2013
Q3 | $447M | Sell |
8,651,731
-18,716
| -0.2% | -$1M | 1.8% | 12 |
|
|
2013
Q2 | $458M | Buy |
+8,670,447
| New | +$441M | 2.09% | 11 |
|
Other funds holding JPM
VCM
VPM
