WorldQuant Millennium Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Sell |
471,818
-280,697
| -37% | -$81.4M | 0.68% | 34 |
|
|
2025
Q1 | $185M | Sell |
752,515
-105,586
| -12% | -$25.9M | 1.16% | 9 |
|
|
2024
Q4 | $206M | Buy |
858,101
+567,305
| +195% | +$136M | 1.33% | 9 |
|
|
2024
Q3 | $61.3M | Buy |
290,796
+175,649
| +153% | +$37M | 0.45% | 56 |
|
|
2024
Q2 | $23.3M | Buy |
115,147
+60,522
| +111% | +$12.2M | 0.21% | 136 |
|
|
2024
Q1 | $10.9M | Buy |
54,625
+30,014
| +122% | +$6.01M | 0.14% | 187 |
|
|
2023
Q4 | $4.19M | Sell |
24,611
-46,495
| -65% | -$7.91M | 0.06% | 241 |
|
|
2023
Q3 | $10.3M | Sell |
71,106
-180,535
| -72% | -$26.2M | 0.16% | 170 |
|
|
2023
Q2 | $36.6M | Buy |
251,641
+88,263
| +54% | +$12.8M | 0.62% | 39 |
|
|
2023
Q1 | $21.3M | Buy |
163,378
+64,296
| +65% | +$8.38M | 0.39% | 88 |
|
|
2022
Q4 | $13.3M | Sell |
99,082
-241,312
| -71% | -$32.4M | 0.3% | 121 |
|
|
2022
Q3 | $35.6M | Buy |
340,394
+47,562
| +16% | +$4.97M | 0.86% | 30 |
|
|
2022
Q2 | $33M | Buy |
292,832
+166,214
| +131% | +$18.7M | 0.94% | 16 |
|
|
2022
Q1 | $17.3M | Buy |
126,618
+15,587
| +14% | +$2.12M | 0.42% | 76 |
|
|
2021
Q4 | $17.6M | Buy |
111,031
+66,405
| +149% | +$10.5M | 0.35% | 103 |
|
|
2021
Q3 | $7.31M | Buy |
44,626
+32,410
| +265% | +$5.31M | 0.16% | 173 |
|
|
2021
Q2 | $1.9M | Sell |
12,216
-84,267
| -87% | -$13.1M | 0.04% | 252 |
|
|
2021
Q1 | $14.7M | Hold |
96,483
| – | – | 0.31% | 109 |
|
|
2020
Q4 | $12.3M | Hold |
96,483
| – | – | 0.27% | 132 |
|
|
2020
Q3 | $9.29M | Buy |
96,483
+19,569
| +25% | +$1.88M | 0.22% | 147 |
|
|
2020
Q2 | $7.24M | Buy |
+76,914
| New | +$7.24M | 0.17% | 176 |
|