Westwood Holdings Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Sell |
676,264
-64,227
| -9% | -$18.6M | 1.46% | 7 |
|
|
2025
Q1 | $182M | Sell |
740,491
-142,358
| -16% | -$34.9M | 1.37% | 9 |
|
|
2024
Q4 | $212M | Sell |
882,849
-57,729
| -6% | -$13.8M | 1.63% | 4 |
|
|
2024
Q3 | $198M | Buy |
940,578
+63,199
| +7% | +$13.3M | 0.84% | 24 |
|
|
2024
Q2 | $177M | Sell |
877,379
-37,984
| -4% | -$7.68M | 0.83% | 30 |
|
|
2024
Q1 | $183M | Sell |
915,363
-42,733
| -4% | -$8.56M | 1.44% | 3 |
|
|
2023
Q4 | $163M | Buy |
958,096
+24,293
| +3% | +$4.13M | 1.38% | 3 |
|
|
2023
Q3 | $135M | Buy |
933,803
+86,143
| +10% | +$12.5M | 1.26% | 6 |
|
|
2023
Q2 | $123M | Sell |
847,660
-439,982
| -34% | -$64M | 1.1% | 10 |
|
|
2023
Q1 | $168M | Sell |
1,287,642
-55,358
| -4% | -$7.21M | 1.51% | 4 |
|
|
2022
Q4 | $180M | Buy |
1,343,000
+184,461
| +16% | +$24.7M | 1.59% | 2 |
|
|
2022
Q3 | $121M | Buy |
1,158,539
+705,619
| +156% | +$73.7M | 1.43% | 4 |
|
|
2022
Q2 | $51M | Sell |
452,920
-52,218
| -10% | -$5.88M | 0.56% | 80 |
|
|
2022
Q1 | $68.9M | Buy |
505,138
+177,625
| +54% | +$24.2M | 0.64% | 59 |
|
|
2021
Q4 | $51.9M | Sell |
327,513
-4,810
| -1% | -$762K | 0.47% | 88 |
|
|
2021
Q3 | $54.4M | Sell |
332,323
-14,384
| -4% | -$2.35M | 0.59% | 62 |
|
|
2021
Q2 | $53.9M | Sell |
346,707
-474,494
| -58% | -$73.8M | 0.55% | 75 |
|
|
2021
Q1 | $125M | Sell |
821,201
-453,516
| -36% | -$69M | 1.26% | 9 |
|
|
2020
Q4 | $162M | Sell |
1,274,717
-39,949
| -3% | -$5.08M | 1.86% | 1 |
|
|
2020
Q3 | $127M | Sell |
1,314,666
-15,843
| -1% | -$1.53M | 1.6% | 4 |
|
|
2020
Q2 | $125M | Sell |
1,330,509
-26,288
| -2% | -$2.47M | 1.66% | 4 |
|
|
2020
Q1 | $122M | Buy |
1,356,797
+63,888
| +5% | +$5.75M | 1.84% | 1 |
|
|
2019
Q4 | $180M | Sell |
1,292,909
-143,738
| -10% | -$20M | 1.93% | 3 |
|
|
2019
Q3 | $169M | Sell |
1,436,647
-51,599
| -3% | -$6.07M | 1.87% | 4 |
|
|
2019
Q2 | $166M | Sell |
1,488,246
-365,449
| -20% | -$40.9M | 1.81% | 4 |
|
|
2019
Q1 | $188M | Sell |
1,853,695
-130,884
| -7% | -$13.2M | 1.95% | 4 |
|
|
2018
Q4 | $194M | Sell |
1,984,579
-173,154
| -8% | -$16.9M | 2.21% | 4 |
|
|
2018
Q3 | $243M | Sell |
2,157,733
-105,852
| -5% | -$11.9M | 2.14% | 4 |
|
|
2018
Q2 | $236M | Buy |
2,263,585
+814,950
| +56% | +$84.9M | 1.98% | 4 |
|
|
2018
Q1 | $159M | Sell |
1,448,635
-279,379
| -16% | -$30.7M | 1.29% | 16 |
|
|
2017
Q4 | $185M | Buy |
1,728,014
+39,834
| +2% | +$4.26M | 1.39% | 15 |
|
|
2017
Q3 | $161M | Sell |
1,688,180
-191,041
| -10% | -$18.2M | 1.28% | 15 |
|
|
2017
Q2 | $172M | Buy |
1,879,221
+71,734
| +4% | +$6.56M | 1.4% | 13 |
|
|
2017
Q1 | $159M | Sell |
1,807,487
-70,201
| -4% | -$6.17M | 1.29% | 15 |
|
|
2016
Q4 | $162M | Sell |
1,877,688
-270,646
| -13% | -$23.4M | 1.32% | 15 |
|
|
2016
Q3 | $143M | Sell |
2,148,334
-206,516
| -9% | -$13.8M | 1.21% | 16 |
|
|
2016
Q2 | $146M | Sell |
2,354,850
-128,496
| -5% | -$7.98M | 1.3% | 13 |
|
|
2016
Q1 | $147M | Buy |
2,483,346
+38,654
| +2% | +$2.29M | 1.27% | 15 |
|
|
2015
Q4 | $161M | Sell |
2,444,692
-45,522
| -2% | -$3.01M | 1.4% | 13 |
|
|
2015
Q3 | $152M | Sell |
2,490,214
-17,484
| -0.7% | -$1.07M | 1.32% | 11 |
|
|
2015
Q2 | $170M | Sell |
2,507,698
-259,477
| -9% | -$17.6M | 1.28% | 12 |
|
|
2015
Q1 | $168M | Buy |
2,767,175
+145,324
| +6% | +$8.8M | 1.28% | 12 |
|
|
2014
Q4 | $164M | Sell |
2,621,851
-305,339
| -10% | -$19.1M | 1.27% | 14 |
|
|
2014
Q3 | $176M | Sell |
2,927,190
-412,558
| -12% | -$24.9M | 1.39% | 10 |
|
|
2014
Q2 | $192M | Buy |
3,339,748
+106,031
| +3% | +$6.11M | 1.42% | 7 |
|
|
2014
Q1 | $196M | Sell |
3,233,717
-258,596
| -7% | -$15.7M | 1.51% | 7 |
|
|
2013
Q4 | $204M | Buy |
3,492,313
+175,557
| +5% | +$10.3M | 1.57% | 5 |
|
|
2013
Q3 | $171M | Buy |
3,316,756
+539,938
| +19% | +$27.9M | 1.45% | 3 |
|
|
2013
Q2 | $147M | Buy |
+2,776,818
| New | +$147M | 1.28% | 9 |
|