FCIM
Fairview Capital Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,814
-245
| -4% | -$71K | 0.09% | 78 |
|
|
2025
Q1 | $1.49M | Sell |
6,059
-5
| -0.1% | -$1.23K | 0.08% | 79 |
|
|
2024
Q4 | $1.45M | Sell |
6,064
-329
| -5% | -$78.9K | 0.08% | 79 |
|
|
2024
Q3 | $1.35M | Buy |
6,393
+445
| +7% | +$93.8K | 0.07% | 83 |
|
|
2024
Q2 | $1.2M | Hold |
5,948
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $1.19M | Buy |
5,948
+539
| +10% | +$108K | 0.07% | 90 |
|
|
2023
Q4 | $920K | Buy |
5,409
+379
| +8% | +$64.5K | 0.05% | 89 |
|
|
2023
Q3 | $729K | Sell |
5,030
-15
| -0.3% | -$2.18K | 0.05% | 95 |
|
|
2023
Q2 | $734K | Sell |
5,045
-800
| -14% | -$116K | 0.05% | 92 |
|
|
2023
Q1 | $762K | Buy |
5,845
+356
| +6% | +$46.4K | 0.05% | 91 |
|
|
2022
Q4 | $736K | Sell |
5,489
-388
| -7% | -$52K | 0.05% | 92 |
|
|
2022
Q3 | $614K | Buy |
5,877
+168
| +3% | +$17.6K | 0.04% | 87 |
|
|
2022
Q2 | $642K | Sell |
5,709
-8
| -0.1% | -$900 | 0.04% | 91 |
|
|
2022
Q1 | $779K | Buy |
5,717
+956
| +20% | +$130K | 0.05% | 82 |
|
|
2021
Q4 | $753K | Buy |
4,761
+539
| +13% | +$85.2K | 0.05% | 85 |
|
|
2021
Q3 | $691K | Hold |
4,222
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $656K | Buy |
4,222
+101
| +2% | +$15.7K | 0.05% | 85 |
|
|
2021
Q1 | $627K | Sell |
4,121
-381
| -8% | -$58K | 0.02% | 120 |
|
|
2020
Q4 | $572K | Buy |
4,502
+526
| +13% | +$66.8K | 0.02% | 106 |
|
|
2020
Q3 | $382K | Sell |
3,976
-706
| -15% | -$67.8K | 0.02% | 109 |
|
|
2020
Q2 | $440K | Sell |
4,682
-1
| -0% | -$94 | 0.02% | 102 |
|
|
2020
Q1 | $421K | Buy |
4,683
+450
| +11% | +$40.5K | 0.03% | 107 |
|
|
2019
Q4 | $590K | Buy |
4,233
+50
| +1% | +$6.97K | 0.03% | 100 |
|
|
2019
Q3 | $492K | Hold |
4,183
| – | – | 0.02% | 110 |
|
|
2019
Q2 | $467K | Sell |
4,183
-1,500
| -26% | -$167K | 0.02% | 112 |
|
|
2019
Q1 | $575K | Sell |
5,683
-49
| -0.9% | -$4.96K | 0.03% | 103 |
|
|
2018
Q4 | $559K | Sell |
5,732
-44
| -0.8% | -$4.29K | 0.03% | 97 |
|
|
2018
Q3 | $652K | Buy |
5,776
+83
| +1% | +$9.37K | 0.04% | 85 |
|
|
2018
Q2 | $593K | Buy |
5,693
+488
| +9% | +$50.8K | 0.03% | 80 |
|
|
2018
Q1 | $572K | Buy |
5,205
+1,500
| +40% | +$165K | 0.04% | 81 |
|
|
2017
Q4 | $396K | Hold |
3,705
| – | – | 0.02% | 91 |
|
|
2017
Q3 | $354K | Buy |
+3,705
| New | +$354K | 0.02% | 92 |
|
|
2017
Q2 | – | Sell |
-2,405
| Closed | -$211K | – | 112 |
|
|
2017
Q1 | $211K | Hold |
2,405
| – | – | 0.02% | 95 |
|
|
2016
Q4 | $208K | Buy |
+2,405
| New | +$208K | 0.02% | 87 |
|
|
2016
Q1 | – | Sell |
-4,939
| Closed | -$326K | – | 81 |
|
|
2015
Q4 | $326K | Hold |
4,939
| – | – | 0.03% | 64 |
|
|
2015
Q3 | $301K | Sell |
4,939
-440
| -8% | -$26.8K | 0.03% | 62 |
|
|
2015
Q2 | $364K | Buy |
5,379
+1,300
| +32% | +$88K | 0.03% | 61 |
|
|
2015
Q1 | $247K | Sell |
4,079
-158
| -4% | -$9.57K | 0.02% | 67 |
|
|
2014
Q4 | $265K | Hold |
4,237
| – | – | 0.02% | 71 |
|
|
2014
Q3 | $255K | Buy |
4,237
+158
| +4% | +$9.51K | 0.02% | 69 |
|
|
2014
Q2 | $235K | Hold |
4,079
| – | – | 0.02% | 70 |
|
|
2014
Q1 | $248K | Buy |
+4,079
| New | +$248K | 0.02% | 68 |
|