Vaughan Nelson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211M | Sell |
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|
2025
Q1 | $188M | Sell |
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|
2024
Q4 | $196M | Sell |
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|
2024
Q3 | $236M | Sell |
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|
2024
Q2 | $273M | Buy |
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|
2024
Q1 | $259M | Buy |
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $3.69M | Hold |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.33M | Hold |
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|
2022
Q2 | $3.59M | Hold |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.13M | Sell |
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|
2021
Q3 | $4.44M | Buy |
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|
2021
Q2 | $3.68M | Buy |
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|
2021
Q1 | $3.29M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.05M | Hold |
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|
2020
Q1 | $1.01M | Hold |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.59M | Hold |
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|
2019
Q2 | $1.51M | Hold |
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|
2019
Q1 | $1.37M | Hold |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $1.72M | Hold |
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|
2018
Q2 | $1.59M | Hold |
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|
2018
Q1 | $1.68M | Hold |
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|
2017
Q4 | $1.63M | Hold |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.39M | Hold |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $750K | Hold |
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|
2016
Q3 | $579K | Buy |
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