PHS
Pekin Hardy Strauss’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
9,615
-2,135
| -18% | -$619K | 0.32% | 79 |
|
|
2025
Q1 | $2.88M | Sell |
11,750
-2,842
| -19% | -$697K | 0.35% | 74 |
|
|
2024
Q4 | $3.5M | Sell |
14,592
-834
| -5% | -$200K | 0.44% | 60 |
|
|
2024
Q3 | $3.25M | Buy |
15,426
+655
| +4% | +$138K | 0.41% | 70 |
|
|
2024
Q2 | $2.99M | Buy |
14,771
+900
| +6% | +$182K | 0.41% | 70 |
|
|
2024
Q1 | $2.78M | Buy |
13,871
+2,600
| +23% | +$521K | 0.38% | 75 |
|
|
2023
Q4 | $1.92M | Hold |
11,271
| – | – | 0.27% | 87 |
|
|
2023
Q3 | $1.63M | Sell |
11,271
-2,000
| -15% | -$290K | 0.26% | 100 |
|
|
2023
Q2 | $1.93M | Buy |
13,271
+142
| +1% | +$20.7K | 0.21% | 87 |
|
|
2023
Q1 | $1.71M | Sell |
13,129
-130
| -1% | -$16.9K | 0.23% | 96 |
|
|
2022
Q4 | $1.78M | Sell |
13,259
-463
| -3% | -$62.1K | 0.24% | 92 |
|
|
2022
Q3 | $1.43M | Sell |
13,722
-1,311
| -9% | -$137K | 0.23% | 104 |
|
|
2022
Q2 | $1.69M | Sell |
15,033
-9,457
| -39% | -$1.07M | 0.24% | 100 |
|
|
2022
Q1 | $3.34M | Sell |
24,490
-1,388
| -5% | -$189K | 0.42% | 62 |
|
|
2021
Q4 | $4.1M | Buy |
25,878
+899
| +4% | +$142K | 0.55% | 48 |
|
|
2021
Q3 | $4.09M | Buy |
24,979
+350
| +1% | +$57.3K | 0.58% | 47 |
|
|
2021
Q2 | $3.83M | Buy |
24,629
+6,945
| +39% | +$1.08M | 0.53% | 51 |
|
|
2021
Q1 | $2.69M | Sell |
17,684
-4,900
| -22% | -$746K | 0.42% | 60 |
|
|
2020
Q4 | $2.87M | Buy |
22,584
+693
| +3% | +$88.1K | 0.5% | 52 |
|
|
2020
Q3 | $2.11M | Sell |
21,891
-1,745
| -7% | -$168K | 0.43% | 59 |
|
|
2020
Q2 | $2.22M | Buy |
23,636
+118
| +0.5% | +$11.1K | 0.49% | 52 |
|
|
2020
Q1 | $2.12M | Sell |
23,518
-215
| -0.9% | -$19.4K | 0.48% | 50 |
|
|
2019
Q4 | $3.31M | Sell |
23,733
-1,950
| -8% | -$272K | 0.54% | 45 |
|
|
2019
Q3 | $3.02M | Buy |
25,683
+200
| +0.8% | +$23.5K | 0.59% | 44 |
|
|
2019
Q2 | $2.85M | Buy |
25,483
+100
| +0.4% | +$11.2K | 0.56% | 43 |
|
|
2019
Q1 | $2.57M | Buy |
25,383
+100
| +0.4% | +$10.1K | 0.2% | 51 |
|
|
2018
Q4 | $2.47M | Buy |
25,283
+800
| +3% | +$78.1K | 0.43% | 52 |
|
|
2018
Q3 | $2.76M | Sell |
24,483
-500
| -2% | -$56.4K | 0.48% | 50 |
|
|
2018
Q2 | $2.6M | Buy |
24,983
+275
| +1% | +$28.7K | 0.49% | 48 |
|
|
2018
Q1 | $2.72M | Sell |
24,708
-4,300
| -15% | -$473K | 0.49% | 52 |
|
|
2017
Q4 | $3.1M | Buy |
29,008
+3,425
| +13% | +$366K | 0.57% | 45 |
|
|
2017
Q3 | $2.44M | Buy |
25,583
+3,600
| +16% | +$344K | 0.46% | 53 |
|
|
2017
Q2 | $2.01M | Buy |
21,983
+2,717
| +14% | +$248K | 0.32% | 54 |
|
|
2017
Q1 | $1.69M | Sell |
19,266
-5,765
| -23% | -$506K | 0.33% | 58 |
|
|
2016
Q4 | $2.16M | Sell |
25,031
-1,890
| -7% | -$163K | 0.19% | 45 |
|
|
2016
Q3 | $1.79M | Buy |
26,921
+1,855
| +7% | +$124K | 0.31% | 51 |
|
|
2016
Q2 | $1.56M | Sell |
25,066
-524
| -2% | -$32.6K | 0.34% | 57 |
|
|
2016
Q1 | $1.52M | Buy |
25,590
+1,963
| +8% | +$116K | 0.35% | 58 |
|
|
2015
Q4 | $1.56M | Sell |
23,627
-3,091
| -12% | -$204K | 0.35% | 61 |
|
|
2015
Q3 | $1.63M | Sell |
26,718
-3,538
| -12% | -$216K | 0.37% | 50 |
|
|
2015
Q2 | $2.05M | Sell |
30,256
-3,198
| -10% | -$217K | 0.4% | 45 |
|
|
2015
Q1 | $2.03M | Buy |
33,454
+858
| +3% | +$52K | 0.38% | 44 |
|
|
2014
Q4 | $2.04M | Sell |
32,596
-1,199
| -4% | -$75K | 0.3% | 70 |
|
|
2014
Q3 | $2.04M | Buy |
33,795
+527
| +2% | +$31.7K | 0.35% | 42 |
|
|
2014
Q2 | $1.92M | Buy |
33,268
+1
| +0% | +$58 | 0.3% | 46 |
|
|
2014
Q1 | $2.02M | Buy |
33,267
+11,177
| +51% | +$679K | 0.33% | 44 |
|
|
2013
Q4 | $1.29M | Sell |
22,090
-12,010
| -35% | -$702K | 0.2% | 54 |
|
|
2013
Q3 | $1.76M | Buy |
34,100
+3,003
| +10% | +$155K | 0.28% | 43 |
|
|
2013
Q2 | $1.64M | Buy |
+31,097
| New | +$1.64M | 0.28% | 48 |
|