Wellington Management Group’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 | $5.95B | Sell |
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|
2025
Q1 | $5.85B | Sell |
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|
2024
Q4 | $7.03B | Sell |
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|
2024
Q3 | $6.28B | Sell |
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|
2024
Q2 | $7.26B | Sell |
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|
2024
Q1 | $7.81B | Sell |
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|
2023
Q4 | $6.74B | Sell |
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|
2023
Q3 | $6.15B | Buy |
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|
2023
Q2 | $5.5B | Buy |
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|
2023
Q1 | $4.85B | Sell |
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|
2022
Q4 | $5.37B | Buy |
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|
2022
Q3 | $3.99B | Sell |
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|
2022
Q2 | $4.99B | Buy |
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|
2022
Q1 | $5.88B | Sell |
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|
2021
Q4 | $7.67B | Sell |
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|
2021
Q3 | $8.39B | Sell |
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|
2021
Q2 | $8.02B | Sell |
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|
2021
Q1 | $8.53B | Sell |
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|
2020
Q4 | $7.4B | Buy |
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|
2020
Q3 | $5.42B | Buy |
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|
2020
Q2 | $4.31B | Sell |
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|
2020
Q1 | $5.09B | Sell |
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|
2019
Q4 | $8.4B | Buy |
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|
2019
Q3 | $6.81B | Buy |
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|
2019
Q2 | $6.42B | Buy |
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|
2019
Q1 | $5.69B | Sell |
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|
2018
Q4 | $5.66B | Buy |
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|
2018
Q3 | $6.51B | Buy |
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|
2018
Q2 | $6.01B | Buy |
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|
2018
Q1 | $6.33B | Buy |
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|
2017
Q4 | $6.07B | Sell |
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|
2017
Q3 | $5.65B | Sell |
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|
2017
Q2 | $5.57B | Sell |
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|
2017
Q1 | $5.51B | Sell |
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|
2016
Q4 | $5.62B | Sell |
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|
2016
Q3 | $4.52B | Sell |
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|
2016
Q2 | $4.26B | Sell |
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|
2016
Q1 | $4.13B | Buy |
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|
2015
Q4 | $4.41B | Sell |
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|
2015
Q3 | $4.09B | Buy |
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|
2015
Q2 | $4.51B | Sell |
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|
2015
Q1 | $4.11B | Sell |
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|
2014
Q4 | $4.32B | Sell |
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|
2014
Q3 | $4.3B | Sell |
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|
2014
Q2 | $4.23B | Sell |
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|
2014
Q1 | $4.6B | Buy |
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|
2013
Q4 | $4.31B | Sell |
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|
2013
Q3 | $4.11B | Sell |
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|
2013
Q2 | $5.07B | Buy |
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