Wellington Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95B | Sell |
20,522,665
-3,342,908
| -14% | -$969M | 1.08% | 13 |
|
|
2025
Q1 | $5.85B | Sell |
23,865,573
-5,465,035
| -19% | -$1.34B | 1.13% | 11 |
|
|
2024
Q4 | $7.03B | Sell |
29,330,608
-468,913
| -2% | -$112M | 1.29% | 10 |
|
|
2024
Q3 | $6.28B | Sell |
29,799,521
-6,100,341
| -17% | -$1.29B | 1.1% | 11 |
|
|
2024
Q2 | $7.26B | Sell |
35,899,862
-3,075,635
| -8% | -$622M | 1.3% | 9 |
|
|
2024
Q1 | $7.81B | Sell |
38,975,497
-640,821
| -2% | -$128M | 1.38% | 10 |
|
|
2023
Q4 | $6.74B | Sell |
39,616,318
-2,805,393
| -7% | -$477M | 1.26% | 10 |
|
|
2023
Q3 | $6.15B | Buy |
42,421,711
+4,603,090
| +12% | +$668M | 1.23% | 11 |
|
|
2023
Q2 | $5.5B | Buy |
37,818,621
+583,531
| +2% | +$84.9M | 1.04% | 11 |
|
|
2023
Q1 | $4.85B | Sell |
37,235,090
-2,835,036
| -7% | -$369M | 0.96% | 15 |
|
|
2022
Q4 | $5.37B | Buy |
40,070,126
+1,929,600
| +5% | +$259M | 1.08% | 10 |
|
|
2022
Q3 | $3.99B | Sell |
38,140,526
-6,146,641
| -14% | -$642M | 0.85% | 21 |
|
|
2022
Q2 | $4.99B | Buy |
44,287,167
+1,141,471
| +3% | +$129M | 1% | 12 |
|
|
2022
Q1 | $5.88B | Sell |
43,145,696
-5,309,612
| -11% | -$724M | 1.01% | 10 |
|
|
2021
Q4 | $7.67B | Sell |
48,455,308
-2,797,998
| -5% | -$443M | 1.23% | 9 |
|
|
2021
Q3 | $8.39B | Sell |
51,253,306
-300,781
| -0.6% | -$49.2M | 1.43% | 8 |
|
|
2021
Q2 | $8.02B | Sell |
51,554,087
-4,450,061
| -8% | -$692M | 1.33% | 8 |
|
|
2021
Q1 | $8.53B | Sell |
56,004,148
-2,249,545
| -4% | -$342M | 1.5% | 5 |
|
|
2020
Q4 | $7.4B | Buy |
58,253,693
+1,906,716
| +3% | +$242M | 1.36% | 7 |
|
|
2020
Q3 | $5.42B | Buy |
56,346,977
+10,514,213
| +23% | +$1.01B | 1.12% | 13 |
|
|
2020
Q2 | $4.31B | Sell |
45,832,764
-10,726,491
| -19% | -$1.01B | 0.96% | 21 |
|
|
2020
Q1 | $5.09B | Sell |
56,559,255
-3,686,520
| -6% | -$332M | 1.35% | 8 |
|
|
2019
Q4 | $8.4B | Buy |
60,245,775
+2,343,802
| +4% | +$327M | 1.76% | 3 |
|
|
2019
Q3 | $6.81B | Buy |
57,901,973
+479,277
| +0.8% | +$56.4M | 1.54% | 5 |
|
|
2019
Q2 | $6.42B | Buy |
57,422,696
+1,253,548
| +2% | +$140M | 1.42% | 6 |
|
|
2019
Q1 | $5.69B | Sell |
56,169,148
-1,772,946
| -3% | -$179M | 1.29% | 7 |
|
|
2018
Q4 | $5.66B | Buy |
57,942,094
+246,904
| +0.4% | +$24.1M | 1.42% | 6 |
|
|
2018
Q3 | $6.51B | Buy |
57,695,190
+36,655
| +0.1% | +$4.14M | 1.37% | 5 |
|
|
2018
Q2 | $6.01B | Buy |
57,658,535
+94,350
| +0.2% | +$9.83M | 1.34% | 5 |
|
|
2018
Q1 | $6.33B | Buy |
57,564,185
+826,780
| +1% | +$90.9M | 1.43% | 4 |
|
|
2017
Q4 | $6.07B | Sell |
56,737,405
-2,425,539
| -4% | -$259M | 1.34% | 4 |
|
|
2017
Q3 | $5.65B | Sell |
59,162,944
-1,746,350
| -3% | -$167M | 1.3% | 5 |
|
|
2017
Q2 | $5.57B | Sell |
60,909,294
-1,768,517
| -3% | -$162M | 1.31% | 5 |
|
|
2017
Q1 | $5.51B | Sell |
62,677,811
-2,454,158
| -4% | -$216M | 1.33% | 7 |
|
|
2016
Q4 | $5.62B | Sell |
65,131,969
-2,815,956
| -4% | -$243M | 1.41% | 5 |
|
|
2016
Q3 | $4.52B | Sell |
67,947,925
-574,284
| -0.8% | -$38.2M | 1.13% | 10 |
|
|
2016
Q2 | $4.26B | Sell |
68,522,209
-1,212,888
| -2% | -$75.4M | 1.1% | 11 |
|
|
2016
Q1 | $4.13B | Buy |
69,735,097
+2,936,653
| +4% | +$174M | 1.09% | 10 |
|
|
2015
Q4 | $4.41B | Sell |
66,798,444
-345,112
| -0.5% | -$22.8M | 1.15% | 9 |
|
|
2015
Q3 | $4.09B | Buy |
67,143,556
+629,471
| +0.9% | +$38.4M | 1.14% | 13 |
|
|
2015
Q2 | $4.51B | Sell |
66,514,085
-1,253,410
| -2% | -$84.9M | 1.16% | 12 |
|
|
2015
Q1 | $4.11B | Sell |
67,767,495
-1,224,221
| -2% | -$74.2M | 1.06% | 15 |
|
|
2014
Q4 | $4.32B | Sell |
68,991,716
-2,361,494
| -3% | -$148M | 1.14% | 10 |
|
|
2014
Q3 | $4.3B | Sell |
71,353,210
-2,092,718
| -3% | -$126M | 1.18% | 10 |
|
|
2014
Q2 | $4.23B | Sell |
73,445,928
-2,377,023
| -3% | -$137M | 1.14% | 8 |
|
|
2014
Q1 | $4.6B | Buy |
75,822,951
+2,183,931
| +3% | +$133M | 1.28% | 7 |
|
|
2013
Q4 | $4.31B | Sell |
73,639,020
-5,806,018
| -7% | -$340M | 1.24% | 6 |
|
|
2013
Q3 | $4.11B | Sell |
79,445,038
-16,599,034
| -17% | -$858M | 1.29% | 6 |
|
|
2013
Q2 | $5.07B | Buy |
+96,044,072
| New | +$5.07B | 1.65% | 2 |
|