LJAC
L.J. Altfest & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
19,668
-136
| -0.7% | -$39.4K | 0.67% | 32 |
|
|
2025
Q1 | $4.86M | Sell |
19,804
-878
| -4% | -$215K | 0.61% | 37 |
|
|
2024
Q4 | $4.96M | Sell |
20,682
-114
| -0.5% | -$27.3K | 0.63% | 35 |
|
|
2024
Q3 | $4.39M | Sell |
20,796
-200
| -1% | -$42.2K | 0.58% | 35 |
|
|
2024
Q2 | $4.25M | Sell |
20,996
-33
| -0.2% | -$6.68K | 0.58% | 34 |
|
|
2024
Q1 | $4.21M | Sell |
21,029
-1,303
| -6% | -$261K | 0.6% | 33 |
|
|
2023
Q4 | $3.8M | Sell |
22,332
-493
| -2% | -$83.9K | 0.55% | 39 |
|
|
2023
Q3 | $3.31M | Sell |
22,825
-345
| -1% | -$50K | 0.52% | 35 |
|
|
2023
Q2 | $3.37M | Sell |
23,170
-633
| -3% | -$92.1K | 0.51% | 37 |
|
|
2023
Q1 | $3.1M | Buy |
23,803
+311
| +1% | +$40.5K | 0.49% | 33 |
|
|
2022
Q4 | $3.15M | Sell |
23,492
-1,890
| -7% | -$253K | 0.52% | 40 |
|
|
2022
Q3 | $2.65M | Buy |
25,382
+26
| +0.1% | +$2.72K | 0.5% | 34 |
|
|
2022
Q2 | $2.86M | Sell |
25,356
-439
| -2% | -$49.4K | 0.51% | 37 |
|
|
2022
Q1 | $3.52M | Sell |
25,795
-1,298
| -5% | -$177K | 0.63% | 27 |
|
|
2021
Q4 | $4.29M | Sell |
27,093
-89
| -0.3% | -$14.1K | 0.82% | 26 |
|
|
2021
Q3 | $4.45M | Sell |
27,182
-1,003
| -4% | -$164K | 0.93% | 22 |
|
|
2021
Q2 | $4.38M | Buy |
28,185
+275
| +1% | +$42.8K | 0.95% | 25 |
|
|
2021
Q1 | $4.25M | Sell |
27,910
-1,154
| -4% | -$176K | 1% | 22 |
|
|
2020
Q4 | $3.69M | Sell |
29,064
-27,149
| -48% | -$3.45M | 0.9% | 24 |
|
|
2020
Q3 | $5.41M | Sell |
56,213
-53
| -0.1% | -$5.1K | 1.44% | 20 |
|
|
2020
Q2 | $5.29M | Buy |
56,266
+13,173
| +31% | +$1.24M | 1.52% | 16 |
|
|
2020
Q1 | $3.88M | Buy |
+43,093
| New | +$3.88M | 1.22% | 14 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 199 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 188 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 195 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 185 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 169 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 166 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 163 |
|
|
2018
Q1 | – | Sell |
-38,952
| Closed | -$4.17M | – | 161 |
|
|
2017
Q4 | $4.17M | Sell |
38,952
-282
| -0.7% | -$30.2K | 1.58% | 9 |
|
|
2017
Q3 | $3.75M | Sell |
39,234
-454
| -1% | -$43.4K | 1.82% | 8 |
|
|
2017
Q2 | $3.63M | Buy |
39,688
+4,786
| +14% | +$437K | 2.19% | 7 |
|
|
2017
Q1 | $3.07M | Buy |
34,902
+588
| +2% | +$51.7K | 1.22% | 12 |
|
|
2016
Q4 | $2.96M | Sell |
34,314
-1,415
| -4% | -$122K | 1.48% | 13 |
|
|
2016
Q3 | $2.38M | Buy |
35,729
+293
| +0.8% | +$19.5K | 1.58% | 15 |
|
|
2016
Q2 | $2.2M | Buy |
35,436
+3,140
| +10% | +$195K | 1.53% | 16 |
|
|
2016
Q1 | $1.91M | Sell |
32,296
-2,812
| -8% | -$167K | 1.97% | 15 |
|
|
2015
Q4 | $2.32M | Sell |
35,108
-591
| -2% | -$39K | 2.27% | 10 |
|
|
2015
Q3 | $2.18M | Sell |
35,699
-797
| -2% | -$48.6K | 2.15% | 11 |
|
|
2015
Q2 | $2.47M | Buy |
36,496
+466
| +1% | +$31.6K | 2.27% | 11 |
|
|
2015
Q1 | $2.18M | Sell |
36,030
-728
| -2% | -$44.1K | 2.03% | 12 |
|
|
2014
Q4 | $2.3M | Buy |
+36,758
| New | +$2.3M | 1.88% | 13 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 76 |
|
|
2014
Q1 | – | Sell |
-42,106
| Closed | -$2.46M | – | 110 |
|
|
2013
Q4 | $2.46M | Buy |
+42,106
| New | +$2.46M | 2.1% | 10 |
|