JCM
Janney Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Sell |
112,017
-1,653
| -1% | -$479K | 2.1% | 6 |
|
|
2025
Q1 | $27.9M | Sell |
113,670
-4,070
| -3% | -$998K | 1.92% | 6 |
|
|
2024
Q4 | $28.2M | Sell |
117,740
-24,464
| -17% | -$5.86M | 1.87% | 8 |
|
|
2024
Q3 | $30M | Sell |
142,204
-11,078
| -7% | -$2.34M | 2.02% | 7 |
|
|
2024
Q2 | $31M | Sell |
153,282
-6,469
| -4% | -$1.31M | 2.19% | 7 |
|
|
2024
Q1 | $32M | Sell |
159,751
-31,570
| -17% | -$6.32M | 2.13% | 5 |
|
|
2023
Q4 | $32.5M | Sell |
191,321
-8,761
| -4% | -$1.49M | 2.18% | 5 |
|
|
2023
Q3 | $29M | Buy |
200,082
+1,059
| +0.5% | +$154K | 2.23% | 5 |
|
|
2023
Q2 | $28.9M | Buy |
199,023
+2,291
| +1% | +$333K | 2.01% | 4 |
|
|
2023
Q1 | $25.6M | Buy |
196,732
+969
| +0.5% | +$126K | 1.93% | 6 |
|
|
2022
Q4 | $26.3M | Buy |
195,763
+5,490
| +3% | +$736K | 1.88% | 7 |
|
|
2022
Q3 | $19.9M | Buy |
190,273
+4,526
| +2% | +$473K | 1.62% | 13 |
|
|
2022
Q2 | $20.9M | Sell |
185,747
-1,238
| -0.7% | -$139K | 1.68% | 16 |
|
|
2022
Q1 | $25.5M | Sell |
186,985
-26
| -0% | -$3.54K | 1.81% | 13 |
|
|
2021
Q4 | $29.6M | Sell |
187,011
-2,587
| -1% | -$410K | 1.93% | 11 |
|
|
2021
Q3 | $31M | Sell |
189,598
-6,236
| -3% | -$1.02M | 2.08% | 5 |
|
|
2021
Q2 | $30.5M | Sell |
195,834
-2,004
| -1% | -$312K | 1.94% | 7 |
|
|
2021
Q1 | $30.1M | Sell |
197,838
-3,138
| -2% | -$478K | 2% | 7 |
|
|
2020
Q4 | $25.5M | Sell |
200,976
-8,209
| -4% | -$1.04M | 1.77% | 11 |
|
|
2020
Q3 | $20.1M | Sell |
209,185
-11,881
| -5% | -$1.14M | 1.37% | 16 |
|
|
2020
Q2 | $20.8M | Sell |
221,066
-8,725
| -4% | -$821K | 1.44% | 19 |
|
|
2020
Q1 | $20.7M | Sell |
229,791
-24,196
| -10% | -$2.18M | 1.58% | 14 |
|
|
2019
Q4 | $35.4M | Buy |
253,987
+3,612
| +1% | +$504K | 1.91% | 6 |
|
|
2019
Q3 | $29.5M | Buy |
250,375
+67,459
| +37% | +$7.94M | 1.64% | 15 |
|
|
2019
Q2 | $20.5M | Sell |
182,916
-5,174
| -3% | -$578K | 1.11% | 29 |
|
|
2019
Q1 | $19M | Sell |
188,090
-4,519
| -2% | -$457K | 0.99% | 37 |
|
|
2018
Q4 | $18.8M | Sell |
192,609
-3,386
| -2% | -$331K | 1.01% | 33 |
|
|
2018
Q3 | $22.1M | Sell |
195,995
-4,156
| -2% | -$469K | 0.96% | 33 |
|
|
2018
Q2 | $20.9M | Sell |
200,151
-1,711
| -0.8% | -$178K | 0.92% | 35 |
|
|
2018
Q1 | $22.2M | Sell |
201,862
-23,828
| -11% | -$2.62M | 0.97% | 33 |
|
|
2017
Q4 | $24.1M | Sell |
225,690
-49,435
| -18% | -$5.29M | 1.03% | 27 |
|
|
2017
Q3 | $26.3M | Sell |
275,125
-594
| -0.2% | -$56.7K | 1.13% | 23 |
|
|
2017
Q2 | $25.2M | Sell |
275,719
-61,503
| -18% | -$5.62M | 1.19% | 20 |
|
|
2017
Q1 | $29.6M | Sell |
337,222
-18,046
| -5% | -$1.59M | 1.37% | 18 |
|
|
2016
Q4 | $30.7M | Sell |
355,268
-8,497
| -2% | -$733K | 1.41% | 16 |
|
|
2016
Q3 | $24.2M | Buy |
363,765
+119,258
| +49% | +$7.94M | 1.09% | 29 |
|
|
2016
Q2 | $15.2M | Buy |
244,507
+288
| +0.1% | +$17.9K | 0.8% | 56 |
|
|
2016
Q1 | $14.5M | Buy |
244,219
+5,088
| +2% | +$301K | 0.78% | 54 |
|
|
2015
Q4 | $15.8M | Sell |
239,131
-4,859
| -2% | -$321K | 0.7% | 59 |
|
|
2015
Q3 | $14.9M | Buy |
+243,990
| New | +$14.9M | 0.68% | 69 |
|
|
2015
Q2 | – | Sell |
-14,863
| Closed | -$900K | – | 124 |
|
|
2015
Q1 | $900K | Sell |
14,863
-374
| -2% | -$22.6K | 0.03% | 153 |
|
|
2014
Q4 | $954K | Buy |
15,237
+2,329
| +18% | +$146K | 0.05% | 124 |
|
|
2014
Q3 | $778K | Buy |
12,908
+353
| +3% | +$21.3K | 0.05% | 128 |
|
|
2014
Q2 | $723K | Buy |
12,555
+2,739
| +28% | +$158K | 0.04% | 130 |
|
|
2014
Q1 | $596K | Buy |
9,816
+1,795
| +22% | +$109K | 0.04% | 135 |
|
|
2013
Q4 | $469K | Sell |
8,021
-37
| -0.5% | -$2.16K | 0.03% | 135 |
|
|
2013
Q3 | $417K | Buy |
8,058
+591
| +8% | +$30.6K | 0.03% | 174 |
|
|
2013
Q2 | $394K | Buy |
+7,467
| New | +$394K | 0.04% | 129 |
|