Central Securities’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 | $43.5M | Sell |
150,000
-10,000
| -6% | -$2.9M | 3.84% | 10 |
|
2025
Q1 | $39.2M | Sell |
160,000
-20,000
| -11% | -$4.91M | 3.74% | 12 |
|
2024
Q4 | $43.1M | Hold |
180,000
| – | – | 4.12% | 10 |
|
2024
Q3 | $38M | Sell |
180,000
-20,000
| -10% | -$4.22M | 3.68% | 10 |
|
2024
Q2 | $40.5M | Hold |
200,000
| – | – | 3.99% | 11 |
|
2024
Q1 | $40.1M | Hold |
200,000
| – | – | 4.04% | 12 |
|
2023
Q4 | $34M | Hold |
200,000
| – | – | 3.69% | 12 |
|
2023
Q3 | $29M | Sell |
200,000
-30,000
| -13% | -$4.35M | 3.54% | 11 |
|
2023
Q2 | $33.5M | Hold |
230,000
| – | – | 3.98% | 10 |
|
2023
Q1 | $30M | Hold |
230,000
| – | – | 3.74% | 10 |
|
2022
Q4 | $30.8M | Hold |
230,000
| – | – | 3.99% | 10 |
|
2022
Q3 | $24M | Hold |
230,000
| – | – | 3.39% | 12 |
|
2022
Q2 | $25.9M | Hold |
230,000
| – | – | 3.45% | 12 |
|
2022
Q1 | $31.4M | Hold |
230,000
| – | – | 3.33% | 12 |
|
2021
Q4 | $36.4M | Hold |
230,000
| – | – | 3.62% | 12 |
|
2021
Q3 | $37.6M | Hold |
230,000
| – | – | 3.99% | 11 |
|
2021
Q2 | $35.8M | Hold |
230,000
| – | – | 3.68% | 13 |
|
2021
Q1 | $35M | Hold |
230,000
| – | – | 3.99% | 10 |
|
2020
Q4 | $29.2M | Hold |
230,000
| – | – | 3.79% | 14 |
|
2020
Q3 | $22.1M | Hold |
230,000
| – | – | 3.43% | 14 |
|
2020
Q2 | $21.6M | Hold |
230,000
| – | – | 3.43% | 11 |
|
2020
Q1 | $20.7M | Hold |
230,000
| – | – | 3.87% | 10 |
|
2019
Q4 | $32.1M | Hold |
230,000
| – | – | 4.59% | 7 |
|
2019
Q3 | $27.1M | Hold |
230,000
| – | – | 4.07% | 7 |
|
2019
Q2 | $25.7M | Hold |
230,000
| – | – | 3.92% | 7 |
|
2019
Q1 | $23.3M | Buy |
230,000
+50,000
| +28% | +$5.06M | 3.69% | 7 |
|
2018
Q4 | $17.6M | Hold |
180,000
| – | – | 3.23% | 12 |
|
2018
Q3 | $20.3M | Hold |
180,000
| – | – | 3.07% | 10 |
|
2018
Q2 | $18.8M | Hold |
180,000
| – | – | 2.92% | 10 |
|
2018
Q1 | $19.8M | Hold |
180,000
| – | – | 3.27% | 10 |
|
2017
Q4 | $19.2M | Sell |
180,000
-20,000
| -10% | -$2.14M | 3.08% | 11 |
|
2017
Q3 | $19.1M | Hold |
200,000
| – | – | 3.27% | 11 |
|
2017
Q2 | $18.3M | Hold |
200,000
| – | – | 3.27% | 10 |
|
2017
Q1 | $17.6M | Hold |
200,000
| – | – | 3.25% | 10 |
|
2016
Q4 | $17.3M | Hold |
200,000
| – | – | 3.44% | 11 |
|
2016
Q3 | $13.3M | Sell |
200,000
-30,000
| -13% | -$2M | 2.89% | 12 |
|
2016
Q2 | $14.3M | Hold |
230,000
| – | – | 3.32% | 11 |
|
2016
Q1 | $13.6M | Hold |
230,000
| – | – | 3.33% | 12 |
|
2015
Q4 | $15.2M | Buy |
230,000
+10,000
| +5% | +$660K | 3.68% | 12 |
|
2015
Q3 | $13.4M | Buy |
220,000
+20,000
| +10% | +$1.22M | 3.52% | 11 |
|
2015
Q2 | $13.6M | Buy |
200,000
+25,000
| +14% | +$1.69M | 3.04% | 13 |
|
2015
Q1 | $10.6M | Hold |
175,000
| – | – | 2.53% | 16 |
|
2014
Q4 | $11M | Hold |
175,000
| – | – | 2.37% | 18 |
|
2014
Q3 | $10.5M | Hold |
175,000
| – | – | 2.3% | 18 |
|
2014
Q2 | $10.1M | Hold |
175,000
| – | – | 2.09% | 20 |
|
2014
Q1 | $10.6M | Hold |
175,000
| – | – | 2.3% | 17 |
|
2013
Q4 | $10.2M | Hold |
175,000
| – | – | 2.21% | 14 |
|
2013
Q3 | $9.05M | Buy |
175,000
+75,000
| +75% | +$3.88M | 2.18% | 17 |
|
2013
Q2 | $5.28M | Buy |
+100,000
| New | +$5.28M | 1.38% | 23 |
|