CIM
Chapman Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Hold |
13,121
| – | – | 2.65% | 13 |
|
|
2025
Q1 | $3.22M | Buy |
13,121
+74
| +0.6% | +$18.2K | 2.4% | 16 |
|
|
2024
Q4 | $3.13M | Hold |
13,047
| – | – | 2.33% | 16 |
|
|
2024
Q3 | $2.75M | Hold |
13,047
| – | – | 2.01% | 17 |
|
|
2024
Q2 | $2.64M | Sell |
13,047
-134
| -1% | -$27.1K | 2.01% | 18 |
|
|
2024
Q1 | $2.64M | Sell |
13,181
-546
| -4% | -$109K | 1.95% | 18 |
|
|
2023
Q4 | $2.33M | Hold |
13,727
| – | – | 1.78% | 19 |
|
|
2023
Q3 | $1.99M | Sell |
13,727
-235
| -2% | -$34.1K | 1.69% | 21 |
|
|
2023
Q2 | $2.03M | Sell |
13,962
-350
| -2% | -$50.9K | 1.61% | 23 |
|
|
2023
Q1 | $1.86M | Sell |
14,312
-146
| -1% | -$19K | 1.53% | 22 |
|
|
2022
Q4 | $1.94M | Hold |
14,458
| – | – | 1.77% | 21 |
|
|
2022
Q3 | $1.51M | Buy |
14,458
+50
| +0.3% | +$5.23K | 1.11% | 25 |
|
|
2022
Q2 | $1.62M | Hold |
14,408
| – | – | 1.12% | 26 |
|
|
2022
Q1 | $1.96M | Hold |
14,408
| – | – | 1.05% | 26 |
|
|
2021
Q4 | $2.28M | Buy |
14,408
+750
| +5% | +$119K | 1.04% | 26 |
|
|
2021
Q3 | $2.24M | Buy |
13,658
+1,000
| +8% | +$164K | 1.16% | 24 |
|
|
2021
Q2 | $1.97M | Hold |
12,658
| – | – | 1.09% | 24 |
|
|
2021
Q1 | $1.93M | Sell |
12,658
-141
| -1% | -$21.5K | 1.21% | 23 |
|
|
2020
Q4 | $1.63M | Sell |
12,799
-216
| -2% | -$27.4K | 1.06% | 25 |
|
|
2020
Q3 | $1.25M | Hold |
13,015
| – | – | 0.93% | 27 |
|
|
2020
Q2 | $1.22M | Hold |
13,015
| – | – | 1% | 26 |
|
|
2020
Q1 | $1.17M | Buy |
13,015
+6,140
| +89% | +$553K | 1.25% | 24 |
|
|
2019
Q4 | $958K | Buy |
+6,875
| New | +$958K | 0.88% | 25 |
|