JSAM
J. Safra Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
5,052
+213
| +4% | +$61.2K | 0.1% | 40 |
|
|
2025
Q1 | $1.19M | Buy |
4,839
+445
| +10% | +$109K | 0.1% | 38 |
|
|
2024
Q4 | $1.05M | Buy |
4,394
+942
| +27% | +$225K | 0.09% | 40 |
|
|
2024
Q3 | $727K | Buy |
3,452
+271
| +9% | +$57K | 0.07% | 38 |
|
|
2024
Q2 | $643K | Buy |
3,181
+608
| +24% | +$123K | 0.06% | 31 |
|
|
2024
Q1 | $515K | Buy |
2,573
+277
| +12% | +$55.5K | 0.06% | 28 |
|
|
2023
Q4 | $391K | Buy |
2,296
+39
| +2% | +$6.63K | 0.05% | 25 |
|
|
2023
Q3 | $327K | Hold |
2,257
| – | – | 0.05% | 26 |
|
|
2023
Q2 | $328K | Hold |
2,257
| – | – | 0.05% | 26 |
|
|
2023
Q1 | $294K | Hold |
2,257
| – | – | 0.05% | 27 |
|
|
2022
Q4 | $302K | Buy |
2,257
+2,022
| +860% | +$271K | 0.05% | 19 |
|
|
2022
Q3 | $2K | Sell |
235
-19
| -7% | -$162 | 0.03% | 29 |
|
|
2022
Q2 | $2K | Sell |
254
-174
| -41% | -$1.37K | 0.03% | 27 |
|
|
2022
Q1 | $3K | Buy |
+428
| New | +$3K | 0.06% | 23 |
|
|
2016
Q4 | – | Sell |
-383
| Closed | -$26K | – | 82 |
|
|
2016
Q3 | $26K | Sell |
383
-300
| -44% | -$20.4K | 0.05% | 122 |
|
|
2016
Q2 | $42K | Sell |
683
-5,758
| -89% | -$354K | 0.07% | 101 |
|
|
2016
Q1 | $381K | Sell |
6,441
-4,386
| -41% | -$259K | 0.31% | 79 |
|
|
2015
Q4 | $715K | Buy |
+10,827
| New | +$715K | 0.55% | 40 |
|