Wells Fargo’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86B | Sell |
23,648,318
-349,112
| -1% | -$101M | 1.42% | 8 |
|
|
2025
Q1 | $5.89B | Sell |
23,997,430
-239,380
| -1% | -$58.7M | 1.34% | 8 |
|
|
2024
Q4 | $5.81B | Sell |
24,236,810
-246,233
| -1% | -$59M | 1.31% | 9 |
|
|
2024
Q3 | $5.16B | Sell |
24,483,043
-235,129
| -1% | -$49.6M | 1.17% | 9 |
|
|
2024
Q2 | $5B | Sell |
24,718,172
-220,432
| -0.9% | -$44.6M | 1.21% | 10 |
|
|
2024
Q1 | $5B | Sell |
24,938,604
-26,725
| -0.1% | -$5.35M | 1.2% | 8 |
|
|
2023
Q4 | $4.25B | Buy |
24,965,329
+185,929
| +0.8% | +$31.6M | 1.11% | 11 |
|
|
2023
Q3 | $3.59B | Buy |
24,779,400
+116,473
| +0.5% | +$16.9M | 1.05% | 10 |
|
|
2023
Q2 | $3.59B | Sell |
24,662,927
-305,361
| -1% | -$44.4M | 0.99% | 10 |
|
|
2023
Q1 | $3.25B | Sell |
24,968,288
-555,512
| -2% | -$72.4M | 0.94% | 10 |
|
|
2022
Q4 | $3.42B | Sell |
25,523,800
-170,888
| -0.7% | -$22.9M | 1.03% | 11 |
|
|
2022
Q3 | $2.69B | Sell |
25,694,688
-212,189
| -0.8% | -$22.2M | 0.88% | 12 |
|
|
2022
Q2 | $2.92B | Sell |
25,906,877
-779,019
| -3% | -$87.7M | 0.9% | 12 |
|
|
2022
Q1 | $3.64B | Buy |
26,685,896
+657,333
| +3% | +$89.6M | 0.93% | 13 |
|
|
2021
Q4 | $4.12B | Sell |
26,028,563
-642,451
| -2% | -$102M | 1.03% | 11 |
|
|
2021
Q3 | $4.37B | Buy |
26,671,014
+440,078
| +2% | +$72M | 0.96% | 11 |
|
|
2021
Q2 | $4.08B | Sell |
26,230,936
-603,762
| -2% | -$93.9M | 0.89% | 10 |
|
|
2021
Q1 | $4.09B | Sell |
26,834,698
-1,001,387
| -4% | -$152M | 0.92% | 9 |
|
|
2020
Q4 | $3.54B | Buy |
27,836,085
+384,689
| +1% | +$48.9M | 0.85% | 11 |
|
|
2020
Q3 | $2.64B | Sell |
27,451,396
-1,466,993
| -5% | -$141M | 0.73% | 13 |
|
|
2020
Q2 | $2.72B | Buy |
28,918,389
+1,070,728
| +4% | +$101M | 0.79% | 11 |
|
|
2020
Q1 | $2.51B | Sell |
27,847,661
-612,528
| -2% | -$55.1M | 0.87% | 10 |
|
|
2019
Q4 | $3.97B | Sell |
28,460,189
-135,903
| -0.5% | -$18.9M | 1.07% | 8 |
|
|
2019
Q3 | $3.37B | Sell |
28,596,092
-12,402
| -0% | -$1.46M | 0.95% | 11 |
|
|
2019
Q2 | $3.2B | Buy |
28,608,494
+270,689
| +1% | +$30.3M | 0.92% | 11 |
|
|
2019
Q1 | $2.87B | Sell |
28,337,805
-681,420
| -2% | -$69M | 0.85% | 13 |
|
|
2018
Q4 | $2.83B | Buy |
29,019,225
+1,037,051
| +4% | +$101M | 0.94% | 11 |
|
|
2018
Q3 | $3.16B | Buy |
27,982,174
+112,123
| +0.4% | +$12.7M | 0.89% | 11 |
|
|
2018
Q2 | $2.9B | Sell |
27,870,051
-253,973
| -0.9% | -$26.5M | 0.86% | 12 |
|
|
2018
Q1 | $3.09B | Sell |
28,124,024
-1,025,075
| -4% | -$113M | 0.92% | 12 |
|
|
2017
Q4 | $3.12B | Buy |
29,149,099
+2,473,317
| +9% | +$264M | 0.9% | 12 |
|
|
2017
Q3 | $2.55B | Sell |
26,675,782
-963,278
| -3% | -$92M | 0.79% | 12 |
|
|
2017
Q2 | $2.53B | Buy |
27,639,060
+1,039,044
| +4% | +$95M | 0.81% | 12 |
|
|
2017
Q1 | $2.34B | Buy |
26,600,016
+960,144
| +4% | +$84.3M | 0.76% | 13 |
|
|
2016
Q4 | $2.21B | Buy |
25,639,872
+1,052,045
| +4% | +$90.8M | 0.78% | 13 |
|
|
2016
Q3 | $1.64B | Sell |
24,587,827
-131,898
| -0.5% | -$8.78M | 0.6% | 22 |
|
|
2016
Q2 | $1.54B | Buy |
24,719,725
+350,583
| +1% | +$21.8M | 0.6% | 20 |
|
|
2016
Q1 | $1.44B | Sell |
24,369,142
-8,602
| -0% | -$509K | 0.58% | 22 |
|
|
2015
Q4 | $1.61B | Buy |
24,377,744
+1,872,935
| +8% | +$124M | 0.64% | 18 |
|
|
2015
Q3 | $1.37B | Buy |
22,504,809
+109,532
| +0.5% | +$6.68M | 0.58% | 22 |
|
|
2015
Q2 | $1.52B | Buy |
22,395,277
+1,590,105
| +8% | +$108M | 0.59% | 17 |
|
|
2015
Q1 | $1.26B | Sell |
20,805,172
-5,764,245
| -22% | -$349M | 0.49% | 26 |
|
|
2014
Q4 | $1.66B | Buy |
26,569,417
+1,916,377
| +8% | +$120M | 0.65% | 15 |
|
|
2014
Q3 | $1.49B | Buy |
24,653,040
+723,742
| +3% | +$43.6M | 0.62% | 19 |
|
|
2014
Q2 | $1.38B | Sell |
23,929,298
-1,888,293
| -7% | -$109M | 0.57% | 20 |
|
|
2014
Q1 | $1.57B | Sell |
25,817,591
-753,145
| -3% | -$45.7M | 0.67% | 12 |
|
|
2013
Q4 | $1.55B | Buy |
26,570,736
+431,031
| +2% | +$25.2M | 0.67% | 13 |
|
|
2013
Q3 | $1.35B | Buy |
26,139,705
+1,414,270
| +6% | +$73.1M | 0.64% | 14 |
|
|
2013
Q2 | $1.31B | Buy |
+24,725,435
| New | +$1.31B | 0.68% | 15 |
|