GIM
Grassi Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Sell |
104,353
-597
| -0.6% | -$173K | 2.41% | 8 |
|
|
2025
Q1 | $25.7M | Sell |
104,950
-635
| -0.6% | -$156K | 2.38% | 9 |
|
|
2024
Q4 | $25.3M | Sell |
105,585
-873
| -0.8% | -$209K | 2.16% | 9 |
|
|
2024
Q3 | $22.4M | Sell |
106,458
-844
| -0.8% | -$178K | 1.94% | 11 |
|
|
2024
Q2 | $21.7M | Sell |
107,302
-797
| -0.7% | -$161K | 1.92% | 11 |
|
|
2024
Q1 | $21.7M | Buy |
108,099
+52
| +0% | +$10.4K | 1.96% | 11 |
|
|
2023
Q4 | $18.4M | Sell |
108,047
-497
| -0.5% | -$84.5K | 1.93% | 11 |
|
|
2023
Q3 | $15.7M | Sell |
108,544
-248
| -0.2% | -$36K | 1.81% | 10 |
|
|
2023
Q2 | $15.8M | Buy |
108,792
+3
| +0% | +$436 | 1.74% | 12 |
|
|
2023
Q1 | $14.2M | Sell |
108,789
-473
| -0.4% | -$61.6K | 1.76% | 13 |
|
|
2022
Q4 | $14.7M | Buy |
109,262
+3
| +0% | +$402 | 1.98% | 13 |
|
|
2022
Q3 | $11.4M | Sell |
109,259
-197
| -0.2% | -$20.6K | 1.66% | 16 |
|
|
2022
Q2 | $12.3M | Sell |
109,456
-847
| -0.8% | -$95.4K | 1.63% | 19 |
|
|
2022
Q1 | $15M | Buy |
110,303
+303
| +0.3% | +$41.3K | 1.57% | 17 |
|
|
2021
Q4 | $17.4M | Sell |
110,000
-48
| -0% | -$7.6K | 1.74% | 12 |
|
|
2021
Q3 | $18M | Sell |
110,048
-98
| -0.1% | -$16K | 2.03% | 10 |
|
|
2021
Q2 | $17.1M | Buy |
110,146
+202
| +0.2% | +$31.4K | 1.86% | 12 |
|
|
2021
Q1 | $16.7M | Sell |
109,944
-1,098
| -1% | -$167K | 1.9% | 9 |
|
|
2020
Q4 | $14.1M | Sell |
111,042
-15,122
| -12% | -$1.92M | 1.79% | 14 |
|
|
2020
Q3 | $12.1M | Sell |
126,164
-2,697
| -2% | -$260K | 1.72% | 12 |
|
|
2020
Q2 | $12.1M | Sell |
128,861
-97
| -0.1% | -$9.12K | 1.75% | 12 |
|
|
2020
Q1 | $11.6M | Sell |
128,958
-3,746
| -3% | -$337K | 2.03% | 8 |
|
|
2019
Q4 | $18.5M | Sell |
132,704
-1,422
| -1% | -$198K | 2.5% | 7 |
|
|
2019
Q3 | $15.8M | Sell |
134,126
-1,723
| -1% | -$203K | 2.37% | 8 |
|
|
2019
Q2 | $15.2M | Sell |
135,849
-2,954
| -2% | -$330K | 2.24% | 8 |
|
|
2019
Q1 | $14.1M | Buy |
138,803
+3
| +0% | +$304 | 2.08% | 8 |
|
|
2018
Q4 | $13.6M | Buy |
138,800
+1,169
| +0.8% | +$114K | 2.33% | 6 |
|
|
2018
Q3 | $15.5M | Buy |
137,631
+1,002
| +0.7% | +$113K | 2.3% | 7 |
|
|
2018
Q2 | $14.2M | Buy |
136,629
+5,275
| +4% | +$550K | 2.29% | 8 |
|
|
2018
Q1 | $14.4M | Buy |
131,354
+1,602
| +1% | +$176K | 2.34% | 7 |
|
|
2017
Q4 | $13.9M | Buy |
129,752
+2,436
| +2% | +$261K | 2.25% | 7 |
|
|
2017
Q3 | $12.2M | Buy |
127,316
+1,822
| +1% | +$174K | 2.05% | 8 |
|
|
2017
Q2 | $11.5M | Buy |
125,494
+2,726
| +2% | +$249K | 2.02% | 6 |
|
|
2017
Q1 | $10.8M | Buy |
122,768
+22,751
| +23% | +$2M | 1.87% | 7 |
|
|
2016
Q4 | $8.63M | Buy |
100,017
+352
| +0.4% | +$30.4K | 1.57% | 14 |
|
|
2016
Q3 | $6.64M | Sell |
99,665
-499
| -0.5% | -$33.2K | 1.25% | 35 |
|
|
2016
Q2 | $6.22M | Sell |
100,164
-724
| -0.7% | -$45K | 1.18% | 36 |
|
|
2016
Q1 | $5.98M | Sell |
100,888
-1,519
| -1% | -$90K | 1.19% | 35 |
|
|
2015
Q4 | $6.76M | Buy |
102,407
+151
| +0.1% | +$9.97K | 1.38% | 26 |
|
|
2015
Q3 | $6.24M | Sell |
102,256
-274
| -0.3% | -$16.7K | 1.32% | 27 |
|
|
2015
Q2 | $6.95M | Sell |
102,530
-749
| -0.7% | -$50.7K | 1.31% | 20 |
|
|
2015
Q1 | $6.26M | Buy |
103,279
+5
| +0% | +$303 | 1.16% | 33 |
|
|
2014
Q4 | $6.46M | Buy |
103,274
+1,471
| +1% | +$92.1K | 1.13% | 28 |
|
|
2014
Q3 | $6.13M | Sell |
101,803
-199
| -0.2% | -$12K | 1.16% | 29 |
|
|
2014
Q2 | $5.88M | Sell |
102,002
-399
| -0.4% | -$23K | 1.29% | 28 |
|
|
2014
Q1 | $6.22M | Buy |
102,401
+250
| +0.2% | +$15.2K | 1.47% | 21 |
|
|
2013
Q4 | $5.97M | Buy |
102,151
+4,651
| +5% | +$272K | 1.42% | 20 |
|
|
2013
Q3 | $5.04M | Buy |
97,500
+5,250
| +6% | +$271K | 1.33% | 24 |
|
|
2013
Q2 | $4.87M | Buy |
+92,250
| New | +$4.87M | 1.3% | 22 |
|