PCM
Parsons Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7M | Sell |
140,314
-101,128
| -42% | -$29.3M | 2.5% | 6 |
|
|
2025
Q1 | $59.2M | Sell |
241,442
-1,574
| -0.6% | -$386K | 3.23% | 5 |
|
|
2024
Q4 | $58.3M | Buy |
243,016
+100,363
| +70% | +$24.1M | 3.16% | 6 |
|
|
2024
Q3 | $30.1M | Sell |
142,653
-310
| -0.2% | -$65.4K | 1.91% | 6 |
|
|
2024
Q2 | $28.9M | Sell |
142,963
-1,602
| -1% | -$324K | 1.97% | 6 |
|
|
2024
Q1 | $29M | Sell |
144,565
-978
| -0.7% | -$196K | 1.98% | 6 |
|
|
2023
Q4 | $24.8M | Sell |
145,543
-1,370
| -0.9% | -$233K | 1.77% | 6 |
|
|
2023
Q3 | $21.3M | Sell |
146,913
-927
| -0.6% | -$134K | 1.68% | 7 |
|
|
2023
Q2 | $21.5M | Sell |
147,840
-697
| -0.5% | -$101K | 1.64% | 7 |
|
|
2023
Q1 | $19.4M | Sell |
148,537
-751
| -0.5% | -$97.9K | 1.56% | 8 |
|
|
2022
Q4 | $20M | Buy |
149,288
+2,157
| +1% | +$289K | 1.67% | 9 |
|
|
2022
Q3 | $15.4M | Buy |
147,131
+5,763
| +4% | +$602K | 1.38% | 10 |
|
|
2022
Q2 | $15.9M | Sell |
141,368
-169
| -0.1% | -$19K | 1.43% | 9 |
|
|
2022
Q1 | $19.3M | Buy |
141,537
+916
| +0.7% | +$125K | 1.46% | 8 |
|
|
2021
Q4 | $22.3M | Sell |
140,621
-47
| -0% | -$7.44K | 1.6% | 7 |
|
|
2021
Q3 | $23M | Sell |
140,668
-406
| -0.3% | -$66.5K | 1.8% | 6 |
|
|
2021
Q2 | $21.9M | Sell |
141,074
-583
| -0.4% | -$90.7K | 1.68% | 6 |
|
|
2021
Q1 | $21.6M | Buy |
141,657
+379
| +0.3% | +$57.7K | 1.76% | 6 |
|
|
2020
Q4 | $18M | Sell |
141,278
-132
| -0.1% | -$16.8K | 1.55% | 7 |
|
|
2020
Q3 | $13.6M | Buy |
141,410
+987
| +0.7% | +$95K | 1.33% | 12 |
|
|
2020
Q2 | $13.2M | Sell |
140,423
-1,914
| -1% | -$180K | 1.41% | 10 |
|
|
2020
Q1 | $12.8M | Sell |
142,337
-1,885
| -1% | -$170K | 1.65% | 8 |
|
|
2019
Q4 | $20.1M | Sell |
144,222
-321
| -0.2% | -$44.7K | 2.02% | 6 |
|
|
2019
Q3 | $17M | Sell |
144,543
-346
| -0.2% | -$40.7K | 1.84% | 7 |
|
|
2019
Q2 | $16.2M | Sell |
144,889
-972
| -0.7% | -$109K | 1.77% | 8 |
|
|
2019
Q1 | $14.8M | Sell |
145,861
-1,274
| -0.9% | -$129K | 1.62% | 8 |
|
|
2018
Q4 | $14.4M | Buy |
147,135
+1,258
| +0.9% | +$123K | 1.77% | 8 |
|
|
2018
Q3 | $16.5M | Buy |
145,877
+1,085
| +0.7% | +$122K | 1.74% | 8 |
|
|
2018
Q2 | $15.1M | Buy |
144,792
+155
| +0.1% | +$16.2K | 1.71% | 8 |
|
|
2018
Q1 | $15.9M | Sell |
144,637
-1,798
| -1% | -$198K | 1.85% | 7 |
|
|
2017
Q4 | $15.7M | Sell |
146,435
-1,646
| -1% | -$176K | 1.74% | 6 |
|
|
2017
Q3 | $14.1M | Sell |
148,081
-486
| -0.3% | -$46.4K | 1.67% | 6 |
|
|
2017
Q2 | $13.6M | Buy |
148,567
+143
| +0.1% | +$13.1K | 1.66% | 6 |
|
|
2017
Q1 | $13M | Sell |
148,424
-4,045
| -3% | -$355K | 1.65% | 6 |
|
|
2016
Q4 | $13.2M | Buy |
152,469
+368
| +0.2% | +$31.8K | 1.75% | 6 |
|
|
2016
Q3 | $10.1M | Buy |
152,101
+2,192
| +1% | +$146K | 1.37% | 9 |
|
|
2016
Q2 | $9.32M | Sell |
149,909
-1,521
| -1% | -$94.5K | 1.27% | 10 |
|
|
2016
Q1 | $8.97M | Buy |
151,430
+4,517
| +3% | +$268K | 1.23% | 10 |
|
|
2015
Q4 | $9.7M | Buy |
146,913
+2,068
| +1% | +$137K | 1.36% | 9 |
|
|
2015
Q3 | $8.83M | Buy |
144,845
+508
| +0.4% | +$31K | 1.29% | 8 |
|
|
2015
Q2 | $9.78M | Buy |
144,337
+4,298
| +3% | +$291K | 1.3% | 9 |
|
|
2015
Q1 | $8.48M | Sell |
140,039
-100
| -0.1% | -$6.06K | 1.19% | 8 |
|
|
2014
Q4 | $8.77M | Buy |
140,139
+2,371
| +2% | +$148K | 1.16% | 11 |
|
|
2014
Q3 | $8.3M | Sell |
137,768
-2,795
| -2% | -$168K | 1.15% | 13 |
|
|
2014
Q2 | $8.1M | Sell |
140,563
-1,246
| -0.9% | -$71.8K | 1.11% | 15 |
|
|
2014
Q1 | $8.61M | Buy |
141,809
+6,631
| +5% | +$403K | 1.22% | 10 |
|
|
2013
Q4 | $7.9M | Buy |
135,178
+1,145
| +0.9% | +$66.9K | 1.19% | 11 |
|
|
2013
Q3 | $6.93M | Buy |
134,033
+4,564
| +4% | +$236K | 1.13% | 14 |
|
|
2013
Q2 | $6.83M | Buy |
+129,469
| New | +$6.83M | 1.17% | 12 |
|