Boyar Asset Management’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 | $14.7M | Sell |
50,806
-162
| -0.3% | -$47K | 9.64% | 2 |
|
|
2025
Q1 | $12.5M | Sell |
50,968
-3,665
| -7% | -$899K | 9.07% | 2 |
|
|
2024
Q4 | $13.1M | Sell |
54,633
-1,313
| -2% | -$315K | 8.64% | 2 |
|
|
2024
Q3 | $11.8M | Sell |
55,946
-98
| -0.2% | -$20.7K | 7.6% | 2 |
|
|
2024
Q2 | $11.3M | Sell |
56,044
-2,039
| -4% | -$412K | 7.78% | 2 |
|
|
2024
Q1 | $11.6M | Buy |
58,083
+4,372
| +8% | +$876K | 7.59% | 2 |
|
|
2023
Q4 | $9.14M | Sell |
53,711
-3,269
| -6% | -$556K | 6.86% | 2 |
|
|
2023
Q3 | $8.26M | Sell |
56,980
-998
| -2% | -$145K | 6.49% | 4 |
|
|
2023
Q2 | $8.43M | Sell |
57,978
-137
| -0.2% | -$19.9K | 6.24% | 4 |
|
|
2023
Q1 | $7.57M | Sell |
58,115
-71
| -0.1% | -$9.25K | 5.84% | 4 |
|
|
2022
Q4 | $7.8M | Sell |
58,186
-1,967
| -3% | -$264K | 6.36% | 4 |
|
|
2022
Q3 | $6.29M | Buy |
60,153
+2,716
| +5% | +$284K | 5.18% | 4 |
|
|
2022
Q2 | $6.47M | Sell |
57,437
-4,216
| -7% | -$475K | 5.34% | 3 |
|
|
2022
Q1 | $8.41M | Buy |
61,653
+2,197
| +4% | +$300K | 5.4% | 3 |
|
|
2021
Q4 | $9.42M | Sell |
59,456
-300
| -0.5% | -$47.5K | 5.67% | 3 |
|
|
2021
Q3 | $9.78M | Sell |
59,756
-497
| -0.8% | -$81.4K | 6.44% | 3 |
|
|
2021
Q2 | $9.37M | Sell |
60,253
-58
| -0.1% | -$9.02K | 6.04% | 3 |
|
|
2021
Q1 | $9.18M | Sell |
60,311
-1,284
| -2% | -$195K | 6.21% | 3 |
|
|
2020
Q4 | $7.83M | Sell |
61,595
-3,742
| -6% | -$476K | 5.9% | 3 |
|
|
2020
Q3 | $6.29M | Buy |
65,337
+1,023
| +2% | +$98.5K | 5.28% | 3 |
|
|
2020
Q2 | $6.05M | Buy |
64,314
+206
| +0.3% | +$19.4K | 5.6% | 3 |
|
|
2020
Q1 | $5.77M | Buy |
64,108
+739
| +1% | +$66.5K | 6.46% | 3 |
|
|
2019
Q4 | $8.83M | Sell |
63,369
-2,045
| -3% | -$285K | 6.38% | 2 |
|
|
2019
Q3 | $7.7M | Buy |
65,414
+2
| +0% | +$235 | 5.84% | 3 |
|
|
2019
Q2 | $7.31M | Sell |
65,412
-700
| -1% | -$78.3K | 5.4% | 3 |
|
|
2019
Q1 | $6.69M | Buy |
66,112
+98
| +0.1% | +$9.92K | 5.03% | 3 |
|
|
2018
Q4 | $6.44M | Sell |
66,014
-3,227
| -5% | -$315K | 5.31% | 3 |
|
|
2018
Q3 | $7.81M | Hold |
69,241
| – | – | 5.32% | 3 |
|
|
2018
Q2 | $7.22M | Sell |
69,241
-347
| -0.5% | -$36.2K | 5.31% | 3 |
|
|
2018
Q1 | $7.65M | Sell |
69,588
-71
| -0.1% | -$7.81K | 5.56% | 3 |
|
|
2017
Q4 | $7.45M | Buy |
69,659
+274
| +0.4% | +$29.3K | 5.3% | 3 |
|
|
2017
Q3 | $6.63M | Sell |
69,385
-850
| -1% | -$81.2K | 4.95% | 3 |
|
|
2017
Q2 | $6.42M | Sell |
70,235
-1,075
| -2% | -$98.3K | 4.72% | 3 |
|
|
2017
Q1 | $6.26M | Buy |
71,310
+20,201
| +40% | +$1.77M | 4.61% | 3 |
|
|
2016
Q4 | $4.41M | Sell |
51,109
-21,717
| -30% | -$1.87M | 4.41% | 3 |
|
|
2016
Q3 | $4.85M | Sell |
72,826
-1,385
| -2% | -$92.2K | 3.83% | 5 |
|
|
2016
Q2 | $4.61M | Sell |
74,211
-1,057
| -1% | -$65.7K | 3.66% | 5 |
|
|
2016
Q1 | $4.46M | Buy |
75,268
+603
| +0.8% | +$35.7K | 3.5% | 5 |
|
|
2015
Q4 | $4.93M | Sell |
74,665
-40
| -0.1% | -$2.64K | 3.92% | 5 |
|
|
2015
Q3 | $4.56M | Sell |
74,705
-829
| -1% | -$50.5K | 3.87% | 5 |
|
|
2015
Q2 | $5.12M | Buy |
75,534
+705
| +0.9% | +$47.8K | 3.92% | 4 |
|
|
2015
Q1 | $4.53M | Sell |
74,829
-267
| -0.4% | -$16.2K | 3.47% | 6 |
|
|
2014
Q4 | $4.7M | Sell |
75,096
-1,750
| -2% | -$110K | 3.67% | 6 |
|
|
2014
Q3 | $4.63M | Buy |
76,846
+1,167
| +2% | +$70.3K | 3.57% | 5 |
|
|
2014
Q2 | $4.36M | Sell |
75,679
-1,200
| -2% | -$69.2K | 3.47% | 6 |
|
|
2014
Q1 | $4.67M | Sell |
76,879
-200
| -0.3% | -$12.1K | 3.8% | 5 |
|
|
2013
Q4 | $4.51M | Hold |
77,079
| – | – | 3.74% | 6 |
|
|
2013
Q3 | $3.98M | Sell |
77,079
-1,229
| -2% | -$63.5K | 3.82% | 5 |
|
|
2013
Q2 | $4.13M | Buy |
+78,308
| New | +$4.13M | 4.12% | 4 |
|