FCCM
First City Capital Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.67M | Sell |
16,110
-168
| -1% | -$48.7K | 2.7% | 11 |
|
2025
Q1 | $3.99M | Sell |
16,278
-78
| -0.5% | -$19.1K | 2.39% | 11 |
|
2024
Q4 | $3.92M | Sell |
16,356
-206
| -1% | -$49.4K | 2.09% | 13 |
|
2024
Q3 | $3.49M | Buy |
16,562
+11
| +0.1% | +$2.32K | 1.8% | 13 |
|
2024
Q2 | $3.35M | Sell |
16,551
-189
| -1% | -$38.2K | 1.88% | 13 |
|
2024
Q1 | $3.35M | Sell |
16,740
-151
| -0.9% | -$30.2K | 1.86% | 13 |
|
2023
Q4 | $2.87M | Sell |
16,891
-115
| -0.7% | -$19.6K | 1.67% | 12 |
|
2023
Q3 | $2.47M | Sell |
17,006
-189
| -1% | -$27.4K | 1.55% | 12 |
|
2023
Q2 | $2.5M | Sell |
17,195
-375
| -2% | -$54.5K | 1.48% | 13 |
|
2023
Q1 | $2.43M | Sell |
17,570
-1,060
| -6% | -$147K | 1.42% | 13 |
|
2022
Q4 | $2.5M | Buy |
18,630
+516
| +3% | +$69.2K | 1.5% | 15 |
|
2022
Q3 | $1.89M | Buy |
18,114
+1,991
| +12% | +$208K | 1.25% | 21 |
|
2022
Q2 | $1.82M | Buy |
16,123
+138
| +0.9% | +$15.5K | 1.12% | 23 |
|
2022
Q1 | $2.18M | Buy |
15,985
+120
| +0.8% | +$16.4K | 1.2% | 21 |
|
2021
Q4 | $2.42M | Buy |
15,865
+347
| +2% | +$52.9K | 1.36% | 18 |
|
2021
Q3 | $2.54M | Buy |
15,518
+86
| +0.6% | +$14.1K | 1.43% | 18 |
|
2021
Q2 | $2.5M | Sell |
15,432
-258
| -2% | -$41.7K | 1.37% | 19 |
|
2021
Q1 | $2.47M | Sell |
15,690
-538
| -3% | -$84.7K | 1.43% | 18 |
|
2020
Q4 | $2.26M | Sell |
16,228
-12,335
| -43% | -$1.72M | 1.45% | 16 |
|
2020
Q3 | $2.86M | Buy |
28,563
+11,775
| +70% | +$1.18M | 1.06% | 31 |
|
2020
Q2 | $1.58M | Buy |
16,788
+81
| +0.5% | +$7.62K | 1.21% | 26 |
|
2020
Q1 | $1.5M | Sell |
16,707
-87
| -0.5% | -$7.83K | 1.47% | 19 |
|
2019
Q4 | $2.34M | Sell |
16,794
-572
| -3% | -$79.7K | 1.61% | 11 |
|
2019
Q3 | $2.04M | Sell |
17,366
-374
| -2% | -$44K | 1.49% | 14 |
|
2019
Q2 | $1.98M | Sell |
17,740
-233
| -1% | -$26K | 1.44% | 18 |
|
2019
Q1 | $1.82M | Buy |
17,973
+30
| +0.2% | +$3.04K | 1.31% | 21 |
|
2018
Q4 | $1.75M | Sell |
17,943
-41
| -0.2% | -$4K | 1.37% | 17 |
|
2018
Q3 | $2.03M | Buy |
17,984
+229
| +1% | +$25.8K | 1.35% | 17 |
|
2018
Q2 | $1.85M | Sell |
17,755
-255
| -1% | -$26.6K | 1.32% | 21 |
|
2018
Q1 | $1.98M | Buy |
18,010
+45
| +0.3% | +$4.95K | 1.48% | 15 |
|
2017
Q4 | $1.92M | Sell |
17,965
-349
| -2% | -$37.3K | 1.31% | 20 |
|
2017
Q3 | $1.75M | Sell |
18,314
-50
| -0.3% | -$4.78K | 1.22% | 25 |
|
2017
Q2 | $1.68M | Sell |
18,364
-432
| -2% | -$39.5K | 1.22% | 26 |
|
2017
Q1 | $1.65M | Sell |
18,796
-600
| -3% | -$52.7K | 1.22% | 26 |
|
2016
Q4 | $1.67M | Sell |
19,396
-755
| -4% | -$65.2K | 1.26% | 22 |
|
2016
Q3 | $1.34M | Hold |
20,151
| – | – | 1.03% | 32 |
|
2016
Q2 | $1.25M | Hold |
20,151
| – | – | 0.95% | 34 |
|
2016
Q1 | $1.19M | Sell |
20,151
-297
| -1% | -$17.6K | 0.82% | 36 |
|
2015
Q4 | $1.35M | Sell |
20,448
-100
| -0.5% | -$6.6K | 0.91% | 28 |
|
2015
Q3 | $1.25M | Sell |
20,548
-250
| -1% | -$15.2K | 0.92% | 28 |
|
2015
Q2 | $1.41M | Sell |
20,798
-1,430
| -6% | -$96.9K | 0.98% | 27 |
|
2015
Q1 | $1.35M | Sell |
22,228
-600
| -3% | -$36.3K | 0.93% | 30 |
|
2014
Q4 | $1.43M | Sell |
22,828
-650
| -3% | -$40.7K | 0.99% | 26 |
|
2014
Q3 | $1.41M | Sell |
23,478
-300
| -1% | -$18.1K | 1.01% | 24 |
|
2014
Q2 | $1.37M | Sell |
23,778
-682
| -3% | -$39.3K | 0.97% | 26 |
|
2014
Q1 | $1.48M | Buy |
24,460
+27
| +0.1% | +$1.64K | 1.06% | 22 |
|
2013
Q4 | $1.43M | Sell |
24,433
-149
| -0.6% | -$8.71K | 1.17% | 24 |
|
2013
Q3 | $1.27M | Buy |
24,582
+200
| +0.8% | +$10.3K | 1.05% | 25 |
|
2013
Q2 | $1.29M | Buy |
+24,382
| New | +$1.29M | 1.17% | 24 |
|