First Long Island Investors’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 | $34.2M | Sell |
118,124
-1,570
| -1% | -$455K | 2.69% | 12 |
|
|
2025
Q1 | $29.4M | Sell |
119,694
-2,969
| -2% | -$728K | 2.42% | 13 |
|
|
2024
Q4 | $29.4M | Buy |
122,663
+79
| +0.1% | +$18.9K | 2.34% | 13 |
|
|
2024
Q3 | $25.8M | Sell |
122,584
-605
| -0.5% | -$128K | 2.04% | 20 |
|
|
2024
Q2 | $24.9M | Sell |
123,189
-2,784
| -2% | -$563K | 2.11% | 15 |
|
|
2024
Q1 | $25.2M | Sell |
125,973
-3,457
| -3% | -$692K | 2.1% | 18 |
|
|
2023
Q4 | $22M | Sell |
129,430
-3,244
| -2% | -$552K | 1.96% | 22 |
|
|
2023
Q3 | $19.2M | Buy |
132,674
+5,420
| +4% | +$786K | 1.86% | 22 |
|
|
2023
Q2 | $18.5M | Buy |
127,254
+1,620
| +1% | +$236K | 1.78% | 26 |
|
|
2023
Q1 | $16.4M | Sell |
125,634
-972
| -0.8% | -$127K | 1.66% | 26 |
|
|
2022
Q4 | $17M | Sell |
126,606
-3,768
| -3% | -$505K | 1.78% | 25 |
|
|
2022
Q3 | $13.6M | Sell |
130,374
-1,559
| -1% | -$163K | 1.51% | 29 |
|
|
2022
Q2 | $14.9M | Buy |
131,933
+14,551
| +12% | +$1.64M | 1.54% | 28 |
|
|
2022
Q1 | $16M | Buy |
117,382
+2,044
| +2% | +$279K | 1.36% | 34 |
|
|
2021
Q4 | $18.3M | Buy |
115,338
+749
| +0.7% | +$119K | 1.43% | 33 |
|
|
2021
Q3 | $18.8M | Buy |
114,589
+4,531
| +4% | +$742K | 1.61% | 31 |
|
|
2021
Q2 | $17.1M | Sell |
110,058
-3,439
| -3% | -$535K | 1.47% | 34 |
|
|
2021
Q1 | $17.3M | Buy |
+113,497
| New | +$17.3M | 1.54% | 32 |
|
|
2020
Q2 | – | Sell |
-5,072
| Closed | -$457K | – | 63 |
|
|
2020
Q1 | $457K | Sell |
5,072
-500
| -9% | -$45.1K | 0.06% | 51 |
|
|
2019
Q4 | $777K | Hold |
5,572
| – | – | 0.09% | 53 |
|
|
2019
Q3 | $656K | Hold |
5,572
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $623K | Hold |
5,572
| – | – | 0.08% | 52 |
|
|
2019
Q1 | $564K | Hold |
5,572
| – | – | 0.07% | 53 |
|
|
2018
Q4 | $544K | Sell |
5,572
-69,086
| -93% | -$6.74M | 0.08% | 53 |
|
|
2018
Q3 | $8.42M | Buy |
74,658
+19,834
| +36% | +$2.24M | 1.09% | 41 |
|
|
2018
Q2 | $5.71M | Sell |
54,824
-3,093
| -5% | -$322K | 0.82% | 47 |
|
|
2018
Q1 | $6.37M | Buy |
57,917
+51,979
| +875% | +$5.72M | 0.88% | 44 |
|
|
2017
Q4 | $635K | Buy |
5,938
+35
| +0.6% | +$3.74K | 0.09% | 52 |
|
|
2017
Q3 | $564K | Buy |
5,903
+1,072
| +22% | +$102K | 0.08% | 53 |
|
|
2017
Q2 | $442K | Buy |
+4,831
| New | +$442K | 0.07% | 56 |
|