USAA
United Services Automobile Association’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-65,584
| Closed | -$15.9M | – | 535 |
|
|
2025
Q1 | $15.9M | Sell |
65,584
-200,503
| -75% | -$48.7M | 0.49% | 49 |
|
|
2024
Q4 | $63.8M | Buy |
266,087
+8,353
| +3% | +$2M | 2.08% | 14 |
|
|
2024
Q3 | $54.3M | Sell |
257,734
-71,620
| -22% | -$15.1M | 1.39% | 19 |
|
|
2024
Q2 | $66.6M | Sell |
329,354
-9,916
| -3% | -$2.01M | 1.69% | 18 |
|
|
2024
Q1 | $68M | Hold |
339,270
| – | – | 1.67% | 16 |
|
|
2023
Q4 | $57.7M | Buy |
339,270
+6,691
| +2% | +$1.14M | 1.28% | 19 |
|
|
2023
Q3 | $48.2M | Buy |
332,579
+10,100
| +3% | +$1.46M | 1.21% | 18 |
|
|
2023
Q2 | $46.9M | Buy |
322,479
+116,217
| +56% | +$16.9M | 1.34% | 16 |
|
|
2023
Q1 | $26.9M | Buy |
206,262
+97,446
| +90% | +$12.7M | 0.86% | 32 |
|
|
2022
Q4 | $14.6M | Sell |
108,816
-6,879
| -6% | -$923K | 0.33% | 68 |
|
|
2022
Q3 | $12.1M | Buy |
115,695
+4,474
| +4% | +$468K | 0.34% | 71 |
|
|
2022
Q2 | $12.5M | Buy |
+111,221
| New | +$12.5M | 0.33% | 71 |
|
|
2021
Q1 | – | Sell |
-46,319
| Closed | -$6.1M | – | 183 |
|
|
2020
Q4 | $6.1M | Buy |
46,319
+33,944
| +274% | +$4.47M | 0.1% | 101 |
|
|
2020
Q3 | $1.19M | Sell |
12,375
-33,944
| -73% | -$3.27M | 0.02% | 147 |
|
|
2020
Q2 | $6.1M | Sell |
46,319
-143,221
| -76% | -$18.9M | 0.13% | 84 |
|
|
2020
Q1 | $22.2M | Sell |
189,540
-3,986
| -2% | -$467K | 0.3% | 59 |
|
|
2019
Q4 | $26.6M | Sell |
193,526
-10,603
| -5% | -$1.46M | 0.3% | 57 |
|
|
2019
Q3 | $24M | Sell |
204,129
-2,275,003
| -92% | -$268M | 0.3% | 57 |
|
|
2019
Q2 | $277M | Sell |
2,479,132
-104,215
| -4% | -$11.7M | 0.69% | 20 |
|
|
2019
Q1 | $261M | Sell |
2,583,347
-79,361
| -3% | -$8.03M | 0.67% | 22 |
|
|
2018
Q4 | $260M | Buy |
2,662,708
+52,109
| +2% | +$5.09M | 0.75% | 17 |
|
|
2018
Q3 | $295M | Sell |
2,610,599
-43,917
| -2% | -$4.96M | 0.74% | 15 |
|
|
2018
Q2 | $277M | Sell |
2,654,516
-280,306
| -10% | -$29.2M | 0.73% | 17 |
|
|
2018
Q1 | $323M | Sell |
2,934,822
-1,628
| -0.1% | -$179K | 0.87% | 14 |
|
|
2017
Q4 | $314M | Sell |
2,936,450
-98,000
| -3% | -$10.5M | 0.86% | 17 |
|
|
2017
Q3 | $290M | Sell |
3,034,450
-298,102
| -9% | -$28.5M | 0.85% | 16 |
|
|
2017
Q2 | $305M | Sell |
3,332,552
-31,020
| -0.9% | -$2.84M | 0.93% | 14 |
|
|
2017
Q1 | $295M | Buy |
3,363,572
+13,930
| +0.4% | +$1.22M | 0.93% | 13 |
|
|
2016
Q4 | $289M | Sell |
3,349,642
-88,995
| -3% | -$7.68M | 0.97% | 12 |
|
|
2016
Q3 | $229M | Sell |
3,438,637
-237,344
| -6% | -$15.8M | 0.78% | 22 |
|
|
2016
Q2 | $228M | Sell |
3,675,981
-147,118
| -4% | -$9.14M | 0.82% | 20 |
|
|
2016
Q1 | $226M | Buy |
3,823,099
+9,076
| +0.2% | +$537K | 0.82% | 19 |
|
|
2015
Q4 | $252M | Buy |
3,814,023
+82,433
| +2% | +$5.44M | 0.9% | 14 |
|
|
2015
Q3 | $228M | Sell |
3,731,590
-170,929
| -4% | -$10.4M | 0.85% | 15 |
|
|
2015
Q2 | $264M | Buy |
3,902,519
+29,321
| +0.8% | +$1.99M | 0.93% | 11 |
|
|
2015
Q1 | $235M | Buy |
3,873,198
+89,671
| +2% | +$5.43M | 0.82% | 12 |
|
|
2014
Q4 | $237M | Buy |
3,783,527
+263,985
| +8% | +$16.5M | 0.84% | 14 |
|
|
2014
Q3 | $212M | Buy |
3,519,542
+43,101
| +1% | +$2.6M | 0.77% | 18 |
|
|
2014
Q2 | $200M | Sell |
3,476,441
-93,074
| -3% | -$5.36M | 0.74% | 15 |
|
|
2014
Q1 | $217M | Buy |
3,569,515
+208,715
| +6% | +$12.7M | 0.84% | 10 |
|
|
2013
Q4 | $197M | Sell |
3,360,800
-321,078
| -9% | -$18.8M | 0.78% | 12 |
|
|
2013
Q3 | $190M | Buy |
3,681,878
+38,762
| +1% | +$2M | 0.81% | 12 |
|
|
2013
Q2 | $192M | Buy |
+3,643,116
| New | +$192M | 0.9% | 11 |
|