Zacks Investment Management’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 | $355M | Buy |
|
|||||
|
2025
Q1 | $300M | Buy |
|
|||||
|
2024
Q4 | $286M | Sell |
|
|||||
|
2024
Q3 | $280M | Buy |
|
|||||
|
2024
Q2 | $240M | Buy |
|
|||||
|
2024
Q1 | $228M | Buy |
|
|||||
|
2023
Q4 | $189M | Sell |
|
|||||
|
2023
Q3 | $168M | Sell |
|
|||||
|
2023
Q2 | $168M | Buy |
|
|||||
|
2023
Q1 | $150M | Buy |
|
|||||
|
2022
Q4 | $147M | Buy |
|
|||||
|
2022
Q3 | $107M | Buy |
|
|||||
|
2022
Q2 | $112M | Buy |
|
|||||
|
2022
Q1 | $129M | Buy |
|
|||||
|
2021
Q4 | $127M | Buy |
|
|||||
|
2021
Q3 | $129M | Buy |
|
|||||
|
2021
Q2 | $121M | Buy |
|
|||||
|
2021
Q1 | $118M | Sell |
|
|||||
|
2020
Q4 | $102M | Buy |
|
|||||
|
2020
Q3 | $74.4M | Sell |
|
|||||
|
2020
Q2 | $73.5M | Buy |
|
|||||
|
2020
Q1 | $68.8M | Sell |
|
|||||
|
2019
Q4 | $107M | Sell |
|
|||||
|
2019
Q3 | $93.7M | Buy |
|
|||||
|
2019
Q2 | $86.8M | Buy |
|
|||||
|
2019
Q1 | $78M | Sell |
|
|||||
|
2018
Q4 | $75.7M | Sell |
|
|||||
|
2018
Q3 | $95.3M | Sell |
|
|||||
|
2018
Q2 | $97.8M | Sell |
|
|||||
|
2018
Q1 | $106M | Sell |
|
|||||
|
2017
Q4 | $118M | Buy |
|
|||||
|
2017
Q3 | $104M | Buy |
|
|||||
|
2017
Q2 | $98.6M | Sell |
|
|||||
|
2017
Q1 | $95.8M | Buy |
|
|||||
|
2016
Q4 | $89.8M | Sell |
|
|||||
|
2016
Q3 | $78.6M | Buy |
|
|||||
|
2016
Q2 | $67.3M | Buy |
|
|||||
|
2016
Q1 | $63.2M | Buy |
|
|||||
|
2015
Q4 | $68.3M | Buy |
|
|||||
|
2015
Q3 | $62.9M | Sell |
|
|||||
|
2015
Q2 | $71.4M | Buy |
|
|||||
|
2015
Q1 | $62.3M | Buy |
|
|||||
|
2014
Q4 | $49.9M | Buy |
|
|||||
|
2014
Q3 | $44.7M | Buy |
|
|||||
|
2014
Q2 | $39.8M | Buy |
|
|||||
|
2014
Q1 | $39.8M | Buy |
|
|||||
|
2013
Q4 | $35.3M | Buy |
|
|||||
|
2013
Q3 | $29.1M | Buy |
|
|||||
|
2013
Q2 | $27.8M | Buy |
|