JAFL
Jay A. Fishman Ltd’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4M | Buy |
160,109
+1,615
| +1% | +$468K | 4.44% | 8 |
|
|
2025
Q1 | $38.9M | Sell |
158,494
-12,871
| -8% | -$3.16M | 4.25% | 7 |
|
|
2024
Q4 | $41.1M | Sell |
171,365
-567
| -0.3% | -$136K | 3.85% | 8 |
|
|
2024
Q3 | $36.3M | Sell |
171,932
-136
| -0.1% | -$28.7K | 3.6% | 7 |
|
|
2024
Q2 | $34.8M | Sell |
172,068
-193
| -0.1% | -$39K | 3.67% | 7 |
|
|
2024
Q1 | $34.5M | Sell |
172,261
-1,585
| -0.9% | -$317K | 3.81% | 8 |
|
|
2023
Q4 | $29.6M | Sell |
173,846
-3,475
| -2% | -$591K | 3.38% | 7 |
|
|
2023
Q3 | $25.7M | Sell |
177,321
-16,159
| -8% | -$2.34M | 3.26% | 8 |
|
|
2023
Q2 | $28.1M | Sell |
193,480
-44,629
| -19% | -$6.49M | 3.41% | 7 |
|
|
2023
Q1 | $31M | Sell |
238,109
-2,780
| -1% | -$362K | 3.96% | 6 |
|
|
2022
Q4 | $32.3M | Buy |
240,889
+165
| +0.1% | +$22.1K | 4.54% | 7 |
|
|
2022
Q3 | $25.2M | Sell |
240,724
-1,825
| -0.8% | -$191K | 3.64% | 7 |
|
|
2022
Q2 | $27.3M | Sell |
242,549
-372
| -0.2% | -$41.9K | 3.72% | 7 |
|
|
2022
Q1 | $33.1M | Buy |
242,921
+2,682
| +1% | +$366K | 3.65% | 7 |
|
|
2021
Q4 | $38M | Buy |
240,239
+4,891
| +2% | +$774K | 4.06% | 6 |
|
|
2021
Q3 | $38.5M | Sell |
235,348
-6,932
| -3% | -$1.13M | 4.77% | 5 |
|
|
2021
Q2 | $37.7M | Sell |
242,280
-3,672
| -1% | -$571K | 4.61% | 6 |
|
|
2021
Q1 | $37.4M | Sell |
245,952
-3,612
| -1% | -$550K | 5.05% | 5 |
|
|
2020
Q4 | $31.7M | Buy |
249,564
+235
| +0.1% | +$29.9K | 4.36% | 6 |
|
|
2020
Q3 | $24M | Sell |
249,329
-982
| -0.4% | -$94.5K | 3.8% | 7 |
|
|
2020
Q2 | $23.5M | Sell |
250,311
-1,828
| -0.7% | -$172K | 4.11% | 6 |
|
|
2020
Q1 | $22.7M | Sell |
252,139
-6,630
| -3% | -$597K | 4.97% | 6 |
|
|
2019
Q4 | $36.1M | Sell |
258,769
-13,042
| -5% | -$1.82M | 6.21% | 2 |
|
|
2019
Q3 | $32M | Sell |
271,811
-5,690
| -2% | -$670K | 5.99% | 2 |
|
|
2019
Q2 | $31M | Sell |
277,501
-13,270
| -5% | -$1.48M | 5.8% | 3 |
|
|
2019
Q1 | $29.4M | Sell |
290,771
-5,772
| -2% | -$584K | 5.5% | 4 |
|
|
2018
Q4 | $28.9M | Sell |
296,543
-47
| -0% | -$4.59K | 6.27% | 3 |
|
|
2018
Q3 | $33.5M | Sell |
296,590
-6,993
| -2% | -$789K | 5.88% | 3 |
|
|
2018
Q2 | $31.6M | Sell |
303,583
-750
| -0.2% | -$78.2K | 5.92% | 3 |
|
|
2018
Q1 | $33.5M | Sell |
304,333
-40
| -0% | -$4.4K | 6.33% | 3 |
|
|
2017
Q4 | $32.5M | Sell |
304,373
-830
| -0.3% | -$88.8K | 6.14% | 3 |
|
|
2017
Q3 | $29.1M | Sell |
305,203
-1,685
| -0.5% | -$161K | 5.94% | 3 |
|
|
2017
Q2 | $28M | Buy |
306,888
+1,567
| +0.5% | +$143K | 5.94% | 3 |
|
|
2017
Q1 | $26.8M | Sell |
305,321
-5,225
| -2% | -$459K | 6.05% | 3 |
|
|
2016
Q4 | $26.8M | Sell |
310,546
-7,262
| -2% | -$627K | 6.61% | 3 |
|
|
2016
Q3 | $21.2M | Sell |
317,808
-9,657
| -3% | -$643K | 5.22% | 5 |
|
|
2016
Q2 | $20.3M | Buy |
327,465
+9,540
| +3% | +$593K | 5.16% | 5 |
|
|
2016
Q1 | $18.8M | Buy |
317,925
+300
| +0.1% | +$17.8K | 4.9% | 5 |
|
|
2015
Q4 | $21M | Buy |
317,625
+862
| +0.3% | +$56.9K | 5.1% | 2 |
|
|
2015
Q3 | $19.3M | Sell |
316,763
-1,000
| -0.3% | -$61K | 4.63% | 4 |
|
|
2015
Q2 | $21.5M | Buy |
317,763
+1,800
| +0.6% | +$122K | 4.48% | 4 |
|
|
2015
Q1 | $19.1M | Sell |
315,963
-4,950
| -2% | -$300K | 4.01% | 5 |
|
|
2014
Q4 | $20.1M | Sell |
320,913
-11,825
| -4% | -$740K | 4.4% | 5 |
|
|
2014
Q3 | $20M | Sell |
332,738
-2,490
| -0.7% | -$150K | 4.42% | 5 |
|
|
2014
Q2 | $19.3M | Sell |
335,228
-9,806
| -3% | -$565K | 4.15% | 6 |
|
|
2014
Q1 | $20.9M | Buy |
345,034
+8,400
| +2% | +$510K | 4.68% | 5 |
|
|
2013
Q4 | $19.7M | Buy |
336,634
+23,069
| +7% | +$1.35M | 4.41% | 5 |
|
|
2013
Q3 | $16.2M | Sell |
313,565
-3,100
| -1% | -$160K | 4.04% | 7 |
|
|
2013
Q2 | $16.7M | Buy |
+316,665
| New | +$16.7M | 4.34% | 7 |
|