ISL
Ingalls & Snyder LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.8M | Sell |
209,886
-1,140
| -0.5% | -$330K | 2.16% | 8 |
|
|
2025
Q1 | $51.8M | Sell |
211,026
-5,204
| -2% | -$1.28M | 1.7% | 8 |
|
|
2024
Q4 | $51.8M | Sell |
216,230
-3,369
| -2% | -$808K | 2.03% | 9 |
|
|
2024
Q3 | $46.3M | Sell |
219,599
-11,264
| -5% | -$2.38M | 1.81% | 9 |
|
|
2024
Q2 | $46.7M | Sell |
230,863
-4,872
| -2% | -$985K | 2.01% | 9 |
|
|
2024
Q1 | $47.2M | Sell |
235,735
-3,526
| -1% | -$706K | 2.08% | 9 |
|
|
2023
Q4 | $40.7M | Sell |
239,261
-2,711
| -1% | -$461K | 1.84% | 9 |
|
|
2023
Q3 | $35.1M | Sell |
241,972
-603
| -0.2% | -$87.4K | 1.69% | 10 |
|
|
2023
Q2 | $35.3M | Sell |
242,575
-744
| -0.3% | -$108K | 1.69% | 10 |
|
|
2023
Q1 | $31.7M | Buy |
243,319
+350
| +0.1% | +$45.6K | 1.63% | 11 |
|
|
2022
Q4 | $32.6M | Sell |
242,969
-954
| -0.4% | -$128K | 1.77% | 10 |
|
|
2022
Q3 | $25.5M | Sell |
243,923
-893
| -0.4% | -$93.3K | 1.42% | 11 |
|
|
2022
Q2 | $27.6M | Buy |
244,816
+9,366
| +4% | +$1.05M | 1.44% | 13 |
|
|
2022
Q1 | $32.1M | Buy |
235,450
+22,805
| +11% | +$3.11M | 1.43% | 13 |
|
|
2021
Q4 | $33.7M | Sell |
212,645
-12,098
| -5% | -$1.92M | 1.52% | 13 |
|
|
2021
Q3 | $36.8M | Sell |
224,743
-12,375
| -5% | -$2.03M | 1.68% | 10 |
|
|
2021
Q2 | $36.9M | Sell |
237,118
-5,239
| -2% | -$815K | 1.64% | 10 |
|
|
2021
Q1 | $36.9M | Sell |
242,357
-11,560
| -5% | -$1.76M | 1.72% | 10 |
|
|
2020
Q4 | $32.3M | Sell |
253,917
-12,507
| -5% | -$1.59M | 1.59% | 11 |
|
|
2020
Q3 | $25.6M | Sell |
266,424
-53
| -0% | -$5.1K | 1.76% | 11 |
|
|
2020
Q2 | $25.1M | Buy |
266,477
+26,570
| +11% | +$2.5M | 1.44% | 13 |
|
|
2020
Q1 | $21.6M | Sell |
239,907
-39,137
| -14% | -$3.52M | 1.46% | 12 |
|
|
2019
Q4 | $38.9M | Sell |
279,044
-3,030
| -1% | -$422K | 2.11% | 7 |
|
|
2019
Q3 | $33.2M | Buy |
282,074
+19,279
| +7% | +$2.27M | 1.62% | 12 |
|
|
2019
Q2 | $29.4M | Buy |
262,795
+566
| +0.2% | +$63.3K | 1.41% | 13 |
|
|
2019
Q1 | $26.5M | Buy |
262,229
+7,584
| +3% | +$768K | 1.26% | 13 |
|
|
2018
Q4 | $24.9M | Buy |
254,645
+2,151
| +0.9% | +$210K | 1.31% | 14 |
|
|
2018
Q3 | $28.5M | Buy |
252,494
+106
| +0% | +$12K | 1.2% | 14 |
|
|
2018
Q2 | $26.3M | Buy |
252,388
+855
| +0.3% | +$89.1K | 1.22% | 14 |
|
|
2018
Q1 | $27.7M | Sell |
251,533
-89,188
| -26% | -$9.81M | 1.35% | 13 |
|
|
2017
Q4 | $36.4M | Sell |
340,721
-6,998
| -2% | -$748K | 1.68% | 9 |
|
|
2017
Q3 | $33.2M | Sell |
347,719
-55
| -0% | -$5.25K | 1.73% | 9 |
|
|
2017
Q2 | $31.8M | Buy |
347,774
+89,332
| +35% | +$8.17M | 1.73% | 9 |
|
|
2017
Q1 | $22.7M | Sell |
258,442
-191,437
| -43% | -$16.8M | 1.21% | 19 |
|
|
2016
Q4 | $38.8M | Buy |
449,879
+3,458
| +0.8% | +$298K | 2.11% | 7 |
|
|
2016
Q3 | $29.7M | Sell |
446,421
-141
| -0% | -$9.39K | 1.66% | 12 |
|
|
2016
Q2 | $27.7M | Buy |
446,562
+1,804
| +0.4% | +$112K | 1.64% | 13 |
|
|
2016
Q1 | $26.3M | Sell |
444,758
-8,106
| -2% | -$480K | 1.67% | 13 |
|
|
2015
Q4 | $29.9M | Buy |
452,864
+12,004
| +3% | +$793K | 1.91% | 10 |
|
|
2015
Q3 | $26.9M | Sell |
440,860
-2,934
| -0.7% | -$179K | 1.76% | 11 |
|
|
2015
Q2 | $30.1M | Sell |
443,794
-49,882
| -10% | -$3.38M | 1.66% | 10 |
|
|
2015
Q1 | $29.9M | Buy |
493,676
+4,796
| +1% | +$291K | 1.65% | 14 |
|
|
2014
Q4 | $30.6M | Buy |
488,880
+83,126
| +20% | +$5.2M | 1.77% | 12 |
|
|
2014
Q3 | $24.4M | Buy |
405,754
+20,499
| +5% | +$1.23M | 1.32% | 22 |
|
|
2014
Q2 | $22.2M | Buy |
385,255
+67,043
| +21% | +$3.86M | 1.09% | 24 |
|
|
2014
Q1 | $19.3M | Sell |
318,212
-30,856
| -9% | -$1.87M | 1.04% | 27 |
|
|
2013
Q4 | $20.4M | Buy |
349,068
+31,458
| +10% | +$1.84M | 1.13% | 22 |
|
|
2013
Q3 | $16.4M | Buy |
317,610
+107,186
| +51% | +$5.54M | 0.98% | 25 |
|
|
2013
Q2 | $11.1M | Buy |
+210,424
| New | +$11.1M | 0.71% | 34 |
|