CIM Investment 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 | $7.14M | Buy |
26,916
+13,156
| +96% | +$3.49M | 1.36% | 14 |
|
|
2025
Q1 | $3.38M | Buy |
13,760
+546
| +4% | +$134K | 0.77% | 14 |
|
|
2024
Q4 | $3.17M | Buy |
13,214
+27
| +0.2% | +$6.47K | 0.93% | 17 |
|
|
2024
Q3 | $2.78M | Sell |
13,187
-275
| -2% | -$58K | 0.82% | 19 |
|
|
2024
Q2 | $2.72M | Sell |
13,462
-91
| -0.7% | -$18.4K | 0.84% | 17 |
|
|
2024
Q1 | $2.71M | Hold |
13,553
| – | – | 0.81% | 16 |
|
|
2023
Q4 | $2.31M | Hold |
13,553
| – | – | 0.74% | 18 |
|
|
2023
Q3 | $1.97M | Sell |
13,553
-318
| -2% | -$46.1K | 0.72% | 17 |
|
|
2023
Q2 | $2.02M | Buy |
13,871
+33
| +0.2% | +$4.8K | 0.69% | 17 |
|
|
2023
Q1 | $1.8M | Buy |
13,838
+666
| +5% | +$86.8K | 0.67% | 18 |
|
|
2022
Q4 | $1.77M | Sell |
13,172
-364
| -3% | -$48.8K | 0.7% | 19 |
|
|
2022
Q3 | $1.42M | Hold |
13,536
| – | – | 0.63% | 22 |
|
|
2022
Q2 | $1.52M | Sell |
13,536
-72
| -0.5% | -$8.11K | 0.63% | 21 |
|
|
2022
Q1 | $1.86M | Buy |
13,608
+299
| +2% | +$40.8K | 0.63% | 17 |
|
|
2021
Q4 | $2.11M | Sell |
13,309
-262
| -2% | -$41.5K | 0.63% | 14 |
|
|
2021
Q3 | $2.22M | Sell |
13,571
-80
| -0.6% | -$13.1K | 0.7% | 17 |
|
|
2021
Q2 | $2.12M | Sell |
13,651
-73
| -0.5% | -$11.4K | 0.66% | 18 |
|
|
2021
Q1 | $2.09M | Sell |
13,724
-1,665
| -11% | -$253K | 0.66% | 16 |
|
|
2020
Q4 | $1.96M | Sell |
15,389
-239
| -2% | -$30.4K | 0.63% | 20 |
|
|
2020
Q3 | $1.51M | Sell |
15,628
-155
| -1% | -$14.9K | 0.57% | 25 |
|
|
2020
Q2 | $1.49M | Hold |
15,783
| – | – | 0.6% | 19 |
|
|
2020
Q1 | $1.42M | Buy |
15,783
+1,650
| +12% | +$149K | 0.7% | 18 |
|
|
2019
Q4 | $1.97M | Sell |
14,133
-4,715
| -25% | -$657K | 0.78% | 16 |
|
|
2019
Q3 | $2.22M | Sell |
18,848
-2,105
| -10% | -$248K | 0.83% | 13 |
|
|
2019
Q2 | $2.34M | Buy |
20,953
+854
| +4% | +$95.5K | 0.86% | 12 |
|
|
2019
Q1 | $2.04M | Hold |
20,099
| – | – | 0.78% | 12 |
|
|
2018
Q4 | $1.96M | Sell |
20,099
-889
| -4% | -$86.8K | 0.85% | 11 |
|
|
2018
Q3 | $2.37M | Sell |
20,988
-10
| -0% | -$1.13K | 0.85% | 11 |
|
|
2018
Q2 | $2.19M | Sell |
20,998
-639
| -3% | -$66.6K | 0.76% | 10 |
|
|
2018
Q1 | $2.38M | Sell |
21,637
-574
| -3% | -$63.1K | 0.81% | 8 |
|
|
2017
Q4 | $2.38M | Sell |
22,211
-6,452
| -23% | -$690K | 0.81% | 9 |
|
|
2017
Q3 | $2.74M | Sell |
28,663
-1,600
| -5% | -$153K | 0.99% | 8 |
|
|
2017
Q2 | $2.77M | Sell |
30,263
-515
| -2% | -$47.1K | 0.98% | 7 |
|
|
2017
Q1 | $2.7M | Sell |
30,778
-3,082
| -9% | -$271K | 0.93% | 8 |
|
|
2016
Q4 | $2.92M | Buy |
33,860
+412
| +1% | +$35.6K | 1.06% | 7 |
|
|
2016
Q3 | $2.23M | Sell |
33,448
-2,780
| -8% | -$185K | 0.85% | 10 |
|
|
2016
Q2 | $2.25M | Sell |
36,228
-1,660
| -4% | -$103K | 0.93% | 11 |
|
|
2016
Q1 | $2.24M | Sell |
37,888
-5,017
| -12% | -$297K | 0.98% | 12 |
|
|
2015
Q4 | $2.83M | Sell |
42,905
-11,290
| -21% | -$745K | 1.3% | 9 |
|
|
2015
Q3 | $3.3M | Hold |
54,195
| – | – | 1.59% | 6 |
|
|
2015
Q2 | $3.67M | Buy |
54,195
+382
| +0.7% | +$25.9K | 1.61% | 7 |
|
|
2015
Q1 | $3.26M | Hold |
53,813
| – | – | 1.42% | 8 |
|
|
2014
Q4 | $3.37M | Hold |
53,813
| – | – | 1.54% | 8 |
|
|
2014
Q3 | $3.24M | Sell |
53,813
-2,622
| -5% | -$158K | 1.65% | 9 |
|
|
2014
Q2 | $3.25M | Sell |
56,435
-1,605
| -3% | -$92.5K | 1.63% | 8 |
|
|
2014
Q1 | $3.52M | Sell |
58,040
-1,418
| -2% | -$86.1K | 1.62% | 9 |
|
|
2013
Q4 | $3.48M | Buy |
59,458
+4,280
| +8% | +$250K | 1.77% | 10 |
|
|
2013
Q3 | $2.85M | Hold |
55,178
| – | – | 1.69% | 9 |
|
|
2013
Q2 | $2.91M | Buy |
+55,178
| New | +$2.91M | 1.73% | 9 |
|