JDR
Jay D. Rosenbaum’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,117
| Closed | -$530K | – | 43 |
|
|
2023
Q4 | $530K | Sell |
3,117
-3,961
| -56% | -$674K | 1.37% | 26 |
|
|
2023
Q3 | $1.03M | Sell |
7,078
-4,450
| -39% | -$645K | 1.72% | 20 |
|
|
2023
Q2 | $1.68M | Sell |
11,528
-686
| -6% | -$99.8K | 2.69% | 6 |
|
|
2023
Q1 | $1.59M | Buy |
12,214
+337
| +3% | +$43.9K | 2.93% | 6 |
|
|
2022
Q4 | $1.59M | Buy |
11,877
+696
| +6% | +$93.3K | 3.44% | 5 |
|
|
2022
Q3 | $1.17M | Sell |
11,181
-1,900
| -15% | -$198K | 2.69% | 7 |
|
|
2022
Q2 | $1.47M | Buy |
13,081
+1,016
| +8% | +$114K | 2.85% | 6 |
|
|
2022
Q1 | $1.65M | Buy |
12,065
+55
| +0.5% | +$7.5K | 2.6% | 6 |
|
|
2021
Q4 | $1.9M | Sell |
12,010
-1,216
| -9% | -$193K | 2.8% | 6 |
|
|
2021
Q3 | $2.17M | Sell |
13,226
-555
| -4% | -$90.8K | 3.6% | 6 |
|
|
2021
Q2 | $2.14M | Sell |
13,781
-197
| -1% | -$30.6K | 3.55% | 7 |
|
|
2021
Q1 | $2.13M | Hold |
13,978
| – | – | 3.65% | 6 |
|
|
2020
Q4 | $1.78M | Sell |
13,978
-10
| -0.1% | -$1.27K | 3.09% | 8 |
|
|
2020
Q3 | $1.35M | Sell |
13,988
-200
| -1% | -$19.3K | 2.48% | 13 |
|
|
2020
Q2 | $1.33M | Buy |
14,188
+150
| +1% | +$14.1K | 2.62% | 11 |
|
|
2020
Q1 | $1.26M | Buy |
14,038
+256
| +2% | +$23.1K | 2.92% | 10 |
|
|
2019
Q4 | $1.92M | Sell |
13,782
-183
| -1% | -$25.5K | 3.4% | 6 |
|
|
2019
Q3 | $1.64M | Buy |
13,965
+420
| +3% | +$49.4K | 3.13% | 7 |
|
|
2019
Q2 | $1.52M | Buy |
13,545
+65
| +0.5% | +$7.27K | 2.87% | 10 |
|
|
2019
Q1 | $1.36M | Buy |
13,480
+220
| +2% | +$22.3K | 2.58% | 11 |
|
|
2018
Q4 | $1.3M | Sell |
13,260
-525
| -4% | -$51.3K | 2.74% | 11 |
|
|
2018
Q3 | $1.56M | Sell |
13,785
-245
| -2% | -$27.7K | 2.82% | 11 |
|
|
2018
Q2 | $1.46M | Buy |
14,030
+50
| +0.4% | +$5.21K | 2.89% | 11 |
|
|
2018
Q1 | $1.54M | Sell |
13,980
-6,070
| -30% | -$668K | 3.11% | 9 |
|
|
2017
Q4 | $2.14M | Buy |
20,050
+30
| +0.1% | +$3.21K | 3.95% | 4 |
|
|
2017
Q3 | $1.91M | Buy |
20,020
+2,000
| +11% | +$191K | 3.66% | 4 |
|
|
2017
Q2 | $1.65M | Buy |
18,020
+750
| +4% | +$68.5K | 3.26% | 8 |
|
|
2017
Q1 | $1.52M | Buy |
17,270
+150
| +0.9% | +$13.2K | 3.21% | 7 |
|
|
2016
Q4 | $1.48M | Sell |
17,120
-900
| -5% | -$77.6K | 3.42% | 8 |
|
|
2016
Q3 | $1.2M | Hold |
18,020
| – | – | 0.15% | 18 |
|
|
2016
Q2 | $1.12M | Buy |
18,020
+2,065
| +13% | +$128K | 0.16% | 16 |
|
|
2016
Q1 | $945K | Buy |
15,955
+1,530
| +11% | +$90.6K | 0.21% | 20 |
|
|
2015
Q4 | $953K | Hold |
14,425
| – | – | 0.27% | 17 |
|
|
2015
Q3 | $879K | Hold |
14,425
| – | – | 0.25% | 19 |
|
|
2015
Q2 | $978K | Hold |
14,425
| – | – | 0.22% | 19 |
|
|
2015
Q1 | $874K | Hold |
14,425
| – | – | 0.19% | 22 |
|
|
2014
Q4 | $903K | Buy |
+14,425
| New | +$903K | 0.2% | 20 |
|