JCM
Jacobi Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
44,270
+1,239
| +3% | +$359K | 0.85% | 16 |
|
|
2025
Q1 | $10.6M | Buy |
43,031
+1,024
| +2% | +$251K | 0.78% | 18 |
|
|
2024
Q4 | $10.1M | Sell |
42,007
-459
| -1% | -$110K | 0.75% | 19 |
|
|
2024
Q3 | $8.95M | Buy |
42,466
+496
| +1% | +$105K | 0.68% | 21 |
|
|
2024
Q2 | $8.49M | Buy |
41,970
+64
| +0.2% | +$12.9K | 0.74% | 19 |
|
|
2024
Q1 | $8.39M | Sell |
41,906
-5,775
| -12% | -$1.16M | 0.78% | 19 |
|
|
2023
Q4 | $8.11M | Buy |
47,681
+1,022
| +2% | +$174K | 0.83% | 21 |
|
|
2023
Q3 | $6.77M | Buy |
46,659
+111
| +0.2% | +$16.1K | 0.76% | 19 |
|
|
2023
Q2 | $6.77M | Buy |
46,548
+714
| +2% | +$104K | 0.76% | 21 |
|
|
2023
Q1 | $5.97M | Sell |
45,834
-304
| -0.7% | -$39.6K | 0.71% | 21 |
|
|
2022
Q4 | $6.19M | Buy |
46,138
+664
| +1% | +$89K | 0.77% | 23 |
|
|
2022
Q3 | $4.75M | Buy |
45,474
+4,908
| +12% | +$513K | 0.65% | 27 |
|
|
2022
Q2 | $4.57M | Buy |
40,566
+1,776
| +5% | +$200K | 0.61% | 30 |
|
|
2022
Q1 | $5.29M | Buy |
38,790
+2,588
| +7% | +$353K | 0.63% | 27 |
|
|
2021
Q4 | $5.73M | Buy |
36,202
+1,404
| +4% | +$222K | 0.68% | 24 |
|
|
2021
Q3 | $5.7M | Buy |
34,798
+1,585
| +5% | +$259K | 0.72% | 19 |
|
|
2021
Q2 | $5.17M | Buy |
33,213
+47
| +0.1% | +$7.31K | 0.68% | 22 |
|
|
2021
Q1 | $5.05M | Sell |
33,166
-26,967
| -45% | -$4.11M | 0.75% | 21 |
|
|
2020
Q4 | $7.66M | Buy |
60,133
+248
| +0.4% | +$31.6K | 1.21% | 14 |
|
|
2020
Q3 | $5.8M | Buy |
59,885
+914
| +2% | +$88.4K | 1.02% | 18 |
|
|
2020
Q2 | $5.57M | Buy |
58,971
+1,241
| +2% | +$117K | 1.04% | 17 |
|
|
2020
Q1 | $5.2M | Buy |
57,730
+24,818
| +75% | +$2.23M | 1.12% | 17 |
|
|
2019
Q4 | $4.56M | Buy |
32,912
+1,148
| +4% | +$159K | 0.83% | 20 |
|
|
2019
Q3 | $3.77M | Buy |
31,764
+416
| +1% | +$49.4K | 0.75% | 23 |
|
|
2019
Q2 | $3.51M | Buy |
31,348
+9,111
| +41% | +$1.02M | 0.71% | 25 |
|
|
2019
Q1 | $2.25M | Sell |
22,237
-458
| -2% | -$46.4K | 0.57% | 30 |
|
|
2018
Q4 | $2.22M | Buy |
22,695
+5,255
| +30% | +$513K | 0.61% | 29 |
|
|
2018
Q3 | $1.97M | Buy |
17,440
+132
| +0.8% | +$14.9K | 0.53% | 28 |
|
|
2018
Q2 | $1.8M | Buy |
17,308
+1,472
| +9% | +$153K | 0.52% | 29 |
|
|
2018
Q1 | $1.71M | Buy |
15,836
+3,347
| +27% | +$361K | 0.51% | 27 |
|
|
2017
Q4 | $1.36M | Buy |
12,489
+958
| +8% | +$104K | 0.44% | 39 |
|
|
2017
Q3 | $1.11M | Buy |
11,531
+1,077
| +10% | +$104K | 0.38% | 42 |
|
|
2017
Q2 | $974K | Buy |
10,454
+653
| +7% | +$60.8K | 0.38% | 41 |
|
|
2017
Q1 | $845K | Buy |
9,801
+1,933
| +25% | +$167K | 0.43% | 44 |
|
|
2016
Q4 | $685K | Sell |
7,868
-2,549
| -24% | -$222K | 0.42% | 41 |
|
|
2016
Q3 | $694K | Buy |
10,417
+220
| +2% | +$14.7K | 0.33% | 41 |
|
|
2016
Q2 | $614K | Buy |
+10,197
| New | +$614K | 0.31% | 41 |
|