KB
Kimelman & Baird’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8M | Sell |
244,063
-491
| -0.2% | -$142K | 5.76% | 1 |
|
|
2025
Q1 | $60M | Sell |
244,554
-4,387
| -2% | -$1.08M | 5.1% | 3 |
|
|
2024
Q4 | $59.7M | Sell |
248,941
-7,671
| -3% | -$1.84M | 4.74% | 4 |
|
|
2024
Q3 | $54.1M | Sell |
256,612
-2,001
| -0.8% | -$422K | 4.32% | 4 |
|
|
2024
Q2 | $52.3M | Buy |
+258,613
| New | +$52.3M | 4.31% | 7 |
|
|
2021
Q2 | $41.1M | Buy |
+264,421
| New | +$41.1M | 3.67% | 7 |
|
|
2019
Q3 | $30M | Sell |
255,102
-3,770
| -1% | -$444K | 4.16% | 4 |
|
|
2019
Q2 | $28.9M | Sell |
258,872
-90
| -0% | -$10.1K | 4.03% | 5 |
|
|
2019
Q1 | $26.2M | Sell |
258,962
-10,740
| -4% | -$1.09M | 3.77% | 5 |
|
|
2018
Q4 | $26.3M | Sell |
269,702
-4,007
| -1% | -$391K | 4.1% | 3 |
|
|
2018
Q3 | $30.9M | Sell |
273,709
-1,310
| -0.5% | -$148K | 3.89% | 3 |
|
|
2018
Q2 | $28.7M | Buy |
+275,019
| New | +$28.7M | 3.76% | 5 |
|
|
2017
Q4 | $30.4M | Sell |
284,668
-1,042
| -0.4% | -$111K | 4.33% | 4 |
|
|
2017
Q3 | $27.3M | Sell |
285,710
-1,399
| -0.5% | -$134K | 4.07% | 3 |
|
|
2017
Q2 | $26.2M | Buy |
287,109
+140
| +0% | +$12.8K | 3.98% | 5 |
|
|
2017
Q1 | $25.2M | Sell |
286,969
-3,218
| -1% | -$283K | 3.84% | 7 |
|
|
2016
Q4 | $25M | Sell |
290,187
-70
| -0% | -$6.04K | 4.2% | 6 |
|
|
2016
Q3 | $19.3M | Sell |
290,257
-1,044
| -0.4% | -$69.5K | 3.4% | 9 |
|
|
2016
Q2 | $18.1M | Sell |
291,301
-4,144
| -1% | -$258K | 3.31% | 10 |
|
|
2016
Q1 | $17.5M | Buy |
295,445
+25,739
| +10% | +$1.52M | 3.27% | 8 |
|
|
2015
Q4 | $17.8M | Buy |
+269,706
| New | +$17.8M | 3.35% | 8 |
|
|
2015
Q2 | $20.5M | Buy |
302,452
+8,852
| +3% | +$600K | 3.5% | 7 |
|
|
2015
Q1 | $17.8M | Sell |
293,600
-1,800
| -0.6% | -$109K | 3.24% | 7 |
|
|
2014
Q4 | $18.5M | Buy |
295,400
+18,650
| +7% | +$1.17M | 3.33% | 7 |
|
|
2014
Q3 | $16.7M | Sell |
276,750
-47,849
| -15% | -$2.88M | 3.15% | 5 |
|
|
2014
Q2 | $18.7M | Sell |
324,599
-22,075
| -6% | -$1.27M | 3.29% | 7 |
|
|
2014
Q1 | $21M | Buy |
346,674
+17,080
| +5% | +$1.04M | 3.93% | 6 |
|
|
2013
Q4 | $19.3M | Buy |
329,594
+724
| +0.2% | +$42.3K | 3.69% | 5 |
|
|
2013
Q3 | $17M | Buy |
328,870
+650
| +0.2% | +$33.6K | 3.4% | 5 |
|
|
2013
Q2 | $17.3M | Buy |
+328,220
| New | +$17.3M | 3.65% | 4 |
|