JC
JBF Capital’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Hold |
5,000
| – | – | 0.23% | 27 |
|
2025
Q1 | $1.23M | Hold |
5,000
| – | – | 0.24% | 27 |
|
2024
Q4 | $1.2M | Hold |
5,000
| – | – | 0.21% | 30 |
|
2024
Q3 | $1.05M | Hold |
5,000
| – | – | 0.16% | 48 |
|
2024
Q2 | $1.01M | Hold |
5,000
| – | – | 0.16% | 46 |
|
2024
Q1 | $1M | Hold |
5,000
| – | – | 0.16% | 44 |
|
2023
Q4 | $851K | Hold |
5,000
| – | – | 0.17% | 40 |
|
2023
Q3 | $725K | Hold |
5,000
| – | – | 0.16% | 33 |
|
2023
Q2 | $727K | Hold |
5,000
| – | – | 0.15% | 29 |
|
2023
Q1 | $652K | Hold |
5,000
| – | – | 0.15% | 35 |
|
2022
Q4 | $671K | Hold |
5,000
| – | – | 0.17% | 28 |
|
2022
Q3 | $523K | Hold |
5,000
| – | – | 0.13% | 30 |
|
2022
Q2 | $563K | Hold |
5,000
| – | – | 0.14% | 31 |
|
2022
Q1 | $682K | Sell |
5,000
-45,000
| -90% | -$6.14M | 0.14% | 27 |
|
2021
Q4 | $7.92M | Hold |
50,000
| – | – | 1.49% | 13 |
|
2021
Q3 | $8.19M | Hold |
50,000
| – | – | 1.76% | 11 |
|
2021
Q2 | $7.78M | Hold |
50,000
| – | – | 1.8% | 9 |
|
2021
Q1 | $7.61M | Hold |
50,000
| – | – | 1.74% | 10 |
|
2020
Q4 | $6.35M | Buy |
50,000
+45,000
| +900% | +$5.72M | 1.04% | 9 |
|
2020
Q3 | $481K | Sell |
5,000
-30,000
| -86% | -$2.89M | 0.08% | 33 |
|
2020
Q2 | $3.29M | Sell |
35,000
-30,000
| -46% | -$2.82M | 0.52% | 14 |
|
2020
Q1 | $5.85M | Sell |
65,000
-15,000
| -19% | -$1.35M | 1.12% | 9 |
|
2019
Q4 | $11.2M | Sell |
80,000
-10,000
| -11% | -$1.39M | 1.72% | 7 |
|
2019
Q3 | $10.6M | Buy |
90,000
+60,000
| +200% | +$7.06M | 1.89% | 6 |
|
2019
Q2 | $3.35M | Hold |
30,000
| – | – | 0.61% | 13 |
|
2019
Q1 | $3.04M | Sell |
30,000
-281
| -0.9% | -$28.4K | 0.54% | 17 |
|
2018
Q4 | $2.96M | Buy |
30,281
+15,281
| +102% | +$1.49M | 0.57% | 17 |
|
2018
Q3 | $1.69M | Sell |
15,000
-15,000
| -50% | -$1.69M | 0.25% | 22 |
|
2018
Q2 | $3.13M | Buy |
30,000
+15,000
| +100% | +$1.56M | 0.47% | 15 |
|
2018
Q1 | $1.65M | Hold |
15,000
| – | – | 0.26% | 24 |
|
2017
Q4 | $1.6M | Sell |
15,000
-45,000
| -75% | -$4.81M | 0.2% | 15 |
|
2017
Q3 | $5.73M | Hold |
60,000
| – | – | 0.65% | 10 |
|
2017
Q2 | $5.48M | Buy |
60,000
+20,000
| +50% | +$1.83M | 0.59% | 12 |
|
2017
Q1 | $3.51M | Hold |
40,000
| – | – | 0.41% | 14 |
|
2016
Q4 | $3.45M | Hold |
40,000
| – | – | 0.43% | 13 |
|
2016
Q3 | $2.66M | Sell |
40,000
-60,000
| -60% | -$4M | 0.34% | 16 |
|
2016
Q2 | $6.21M | Hold |
100,000
| – | – | 0.78% | 8 |
|
2016
Q1 | $5.92M | Buy |
100,000
+20,000
| +25% | +$1.18M | 0.75% | 14 |
|
2015
Q4 | $5.28M | Buy |
80,000
+20,000
| +33% | +$1.32M | 0.63% | 12 |
|
2015
Q3 | $3.66M | Buy |
60,000
+10,000
| +20% | +$610K | 0.49% | 16 |
|
2015
Q2 | $3.39M | Buy |
50,000
+10,000
| +25% | +$678K | 0.45% | 11 |
|
2015
Q1 | $2.42M | Hold |
40,000
| – | – | 0.35% | 10 |
|
2014
Q4 | $2.5M | Hold |
40,000
| – | – | 0.36% | 13 |
|
2014
Q3 | $2.41M | Hold |
40,000
| – | – | 0.36% | 13 |
|
2014
Q2 | $2.31M | Sell |
40,000
-40,267
| -50% | -$2.32M | 0.34% | 18 |
|
2014
Q1 | $4.87M | Sell |
80,267
-38,833
| -33% | -$2.36M | 0.75% | 7 |
|
2013
Q4 | $6.97M | Hold |
119,100
| – | – | 1.1% | 6 |
|
2013
Q3 | $6.16M | Sell |
119,100
-33,545
| -22% | -$1.73M | 1.14% | 12 |
|
2013
Q2 | $8.06M | Buy |
+152,645
| New | +$8.06M | 1.48% | 9 |
|