JIC
Joel Isaacson & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
53,946
+2,343
| +5% | +$679K | 0.64% | 24 |
|
|
2025
Q1 | $12.7M | Buy |
51,603
+2,099
| +4% | +$515K | 0.57% | 25 |
|
|
2024
Q4 | $11.9M | Buy |
49,504
+1,945
| +4% | +$466K | 0.53% | 27 |
|
|
2024
Q3 | $10M | Buy |
47,559
+372
| +0.8% | +$78.4K | 0.48% | 28 |
|
|
2024
Q2 | $9.54M | Sell |
47,187
-543
| -1% | -$110K | 0.5% | 26 |
|
|
2024
Q1 | $9.56M | Buy |
47,730
+4,759
| +11% | +$953K | 0.52% | 26 |
|
|
2023
Q4 | $7.31M | Buy |
42,971
+332
| +0.8% | +$56.5K | 0.45% | 28 |
|
|
2023
Q3 | $6.18M | Buy |
42,639
+275
| +0.6% | +$39.9K | 0.42% | 28 |
|
|
2023
Q2 | $6.16M | Buy |
42,364
+351
| +0.8% | +$51K | 0.41% | 29 |
|
|
2023
Q1 | $5.47M | Sell |
42,013
-350
| -0.8% | -$45.6K | 0.39% | 29 |
|
|
2022
Q4 | $5.68M | Buy |
42,363
+1,436
| +4% | +$193K | 0.44% | 27 |
|
|
2022
Q3 | $4.28M | Buy |
40,927
+2,577
| +7% | +$269K | 0.37% | 32 |
|
|
2022
Q2 | $4.32M | Sell |
38,350
-515
| -1% | -$58K | 0.36% | 30 |
|
|
2022
Q1 | $4.99M | Buy |
38,865
+194
| +0.5% | +$24.9K | 0.37% | 29 |
|
|
2021
Q4 | $6.12M | Buy |
38,671
+19
| +0% | +$3.01K | 0.42% | 29 |
|
|
2021
Q3 | $6.33M | Buy |
38,652
+3,927
| +11% | +$643K | 0.48% | 27 |
|
|
2021
Q2 | $5.4M | Buy |
34,725
+344
| +1% | +$53.5K | 0.42% | 30 |
|
|
2021
Q1 | $5.23M | Buy |
34,381
+369
| +1% | +$56.2K | 0.46% | 28 |
|
|
2020
Q4 | $4.32M | Buy |
34,012
+1,295
| +4% | +$165K | 0.42% | 29 |
|
|
2020
Q3 | $3.15M | Sell |
32,717
-766
| -2% | -$73.8K | 0.41% | 28 |
|
|
2020
Q2 | $3.15M | Buy |
33,483
+1,518
| +5% | +$143K | 0.45% | 23 |
|
|
2020
Q1 | $2.88M | Sell |
31,965
-2,384
| -7% | -$215K | 0.5% | 26 |
|
|
2019
Q4 | $4.79M | Buy |
34,349
+654
| +2% | +$91.2K | 0.63% | 22 |
|
|
2019
Q3 | $3.97M | Sell |
33,695
-1,300
| -4% | -$153K | 0.57% | 23 |
|
|
2019
Q2 | $3.91M | Sell |
34,995
-9,242
| -21% | -$1.03M | 0.57% | 23 |
|
|
2019
Q1 | $4.48M | Buy |
44,237
+5,580
| +14% | +$565K | 0.65% | 20 |
|
|
2018
Q4 | $3.86M | Buy |
38,657
+10,471
| +37% | +$1.05M | 0.61% | 21 |
|
|
2018
Q3 | $3.18M | Buy |
28,186
+24
| +0.1% | +$2.71K | 0.5% | 26 |
|
|
2018
Q2 | $2.93M | Buy |
28,162
+525
| +2% | +$54.7K | 0.49% | 27 |
|
|
2018
Q1 | $3.04M | Buy |
27,637
+5,342
| +24% | +$587K | 0.53% | 27 |
|
|
2017
Q4 | $2.38M | Sell |
22,295
-724
| -3% | -$77.4K | 0.41% | 28 |
|
|
2017
Q3 | $2.2M | Sell |
23,019
-829
| -3% | -$79.2K | 0.4% | 28 |
|
|
2017
Q2 | $2.18M | Buy |
23,848
+583
| +3% | +$53.3K | 0.41% | 29 |
|
|
2017
Q1 | $2.04M | Sell |
23,265
-37
| -0.2% | -$3.25K | 0.4% | 30 |
|
|
2016
Q4 | $2.01M | Sell |
23,302
-1,203
| -5% | -$104K | 0.4% | 31 |
|
|
2016
Q3 | $1.63M | Buy |
24,505
+689
| +3% | +$45.9K | 0.34% | 32 |
|
|
2016
Q2 | $1.48M | Sell |
23,816
-3,786
| -14% | -$235K | 0.31% | 34 |
|
|
2016
Q1 | $1.64M | Buy |
27,602
+2,097
| +8% | +$124K | 0.36% | 30 |
|
|
2015
Q4 | $1.68M | Buy |
25,505
+692
| +3% | +$45.7K | 0.41% | 31 |
|
|
2015
Q3 | $1.51M | Buy |
24,813
+139
| +0.6% | +$8.48K | 0.4% | 33 |
|
|
2015
Q2 | $1.67M | Sell |
24,674
-261
| -1% | -$17.7K | 0.43% | 28 |
|
|
2015
Q1 | $1.51M | Buy |
24,935
+1,347
| +6% | +$81.6K | 0.38% | 33 |
|
|
2014
Q4 | $1.48M | Buy |
23,588
+495
| +2% | +$31K | 0.4% | 31 |
|
|
2014
Q3 | $1.39M | Buy |
23,093
+451
| +2% | +$27.2K | 0.43% | 31 |
|
|
2014
Q2 | $1.31M | Buy |
22,642
+474
| +2% | +$27.3K | 0.41% | 32 |
|
|
2014
Q1 | $1.35M | Buy |
22,168
+25
| +0.1% | +$1.52K | 0.45% | 27 |
|
|
2013
Q4 | $1.3M | Buy |
22,143
+1,423
| +7% | +$83.2K | 0.47% | 27 |
|
|
2013
Q3 | $1.07M | Buy |
20,720
+418
| +2% | +$21.6K | 0.44% | 32 |
|
|
2013
Q2 | $1.07M | Buy |
+20,302
| New | +$1.07M | 0.5% | 28 |
|