PCM
Perritt Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
2,752
-122
| -4% | -$35.4K | 0.41% | 44 |
|
|
2025
Q1 | $705K | Sell |
2,874
-89
| -3% | -$21.8K | 0.39% | 45 |
|
|
2024
Q4 | $710K | Sell |
2,963
-182
| -6% | -$43.6K | 0.37% | 52 |
|
|
2024
Q3 | $663K | Sell |
3,145
-19
| -0.6% | -$4.01K | 0.34% | 58 |
|
|
2024
Q2 | $640K | Sell |
3,164
-1,255
| -28% | -$254K | 0.35% | 59 |
|
|
2024
Q1 | $885K | Sell |
4,419
-217
| -5% | -$43.5K | 0.48% | 46 |
|
|
2023
Q4 | $789K | Sell |
4,636
-532
| -10% | -$90.5K | 0.44% | 49 |
|
|
2023
Q3 | $749K | Sell |
5,168
-30
| -0.6% | -$4.35K | 0.43% | 54 |
|
|
2023
Q2 | $756K | Hold |
5,198
| – | – | 0.41% | 54 |
|
|
2023
Q1 | $677K | Sell |
5,198
-202
| -4% | -$26.3K | 0.38% | 63 |
|
|
2022
Q4 | $724K | Sell |
5,400
-34
| -0.6% | -$4.56K | 0.41% | 57 |
|
|
2022
Q3 | $568K | Sell |
5,434
-158
| -3% | -$16.5K | 0.36% | 74 |
|
|
2022
Q2 | $630K | Buy |
5,592
+100
| +2% | +$11.3K | 0.38% | 67 |
|
|
2022
Q1 | $749K | Hold |
5,492
| – | – | 0.4% | 67 |
|
|
2021
Q4 | $870K | Hold |
5,492
| – | – | 0.45% | 60 |
|
|
2021
Q3 | $899K | Hold |
5,492
| – | – | 0.49% | 50 |
|
|
2021
Q2 | $854K | Sell |
5,492
-1,229
| -18% | -$191K | 0.45% | 54 |
|
|
2021
Q1 | $1.02M | Hold |
6,721
| – | – | 0.56% | 43 |
|
|
2020
Q4 | $854K | Buy |
6,721
+297
| +5% | +$37.7K | 0.52% | 46 |
|
|
2020
Q3 | $618K | Sell |
6,424
-115
| -2% | -$11.1K | 0.46% | 61 |
|
|
2020
Q2 | $615K | Sell |
6,539
-358
| -5% | -$33.7K | 0.46% | 62 |
|
|
2020
Q1 | $621K | Sell |
6,897
-757
| -10% | -$68.2K | 0.51% | 55 |
|
|
2019
Q4 | $1.07M | Sell |
7,654
-5
| -0.1% | -$697 | 0.51% | 58 |
|
|
2019
Q3 | $901K | Hold |
7,659
| – | – | 0.38% | 75 |
|
|
2019
Q2 | $856K | Hold |
7,659
| – | – | 0.34% | 92 |
|
|
2019
Q1 | $775K | Sell |
7,659
-14
| -0.2% | -$1.42K | 0.29% | 97 |
|
|
2018
Q4 | $749K | Buy |
7,673
+14
| +0.2% | +$1.37K | 0.29% | 97 |
|
|
2018
Q3 | $864K | Hold |
7,659
| – | – | 0.26% | 110 |
|
|
2018
Q2 | $798K | Hold |
7,659
| – | – | 0.23% | 117 |
|
|
2018
Q1 | $872K | Sell |
7,659
-50
| -0.6% | -$5.69K | 0.25% | 113 |
|
|
2017
Q4 | $824K | Hold |
7,709
| – | – | 0.23% | 126 |
|
|
2017
Q3 | $736K | Sell |
7,709
-150
| -2% | -$14.3K | 0.19% | 139 |
|
|
2017
Q2 | $718K | Sell |
7,859
-100
| -1% | -$9.14K | 0.19% | 133 |
|
|
2017
Q1 | $699K | Buy |
7,959
+600
| +8% | +$52.7K | 0.18% | 133 |
|
|
2016
Q4 | $635K | Sell |
7,359
-100
| -1% | -$8.63K | 0.15% | 128 |
|
|
2016
Q3 | $497K | Sell |
7,459
-205
| -3% | -$13.7K | 0.12% | 163 |
|
|
2016
Q2 | $476K | Hold |
7,664
| – | – | 0.13% | 162 |
|
|
2016
Q1 | $454K | Buy |
7,664
+138
| +2% | +$8.18K | 0.11% | 171 |
|
|
2015
Q4 | $497K | Buy |
7,526
+120
| +2% | +$7.93K | 0.11% | 166 |
|
|
2015
Q3 | $452K | Sell |
7,406
-1,278
| -15% | -$78K | 0.09% | 182 |
|
|
2015
Q2 | $588K | Buy |
8,684
+1,278
| +17% | +$86.5K | 0.1% | 174 |
|
|
2015
Q1 | $449K | Sell |
7,406
-95
| -1% | -$5.76K | 0.08% | 213 |
|
|
2014
Q4 | $469K | Sell |
7,501
-12
| -0.2% | -$750 | 0.09% | 195 |
|
|
2014
Q3 | $453K | Hold |
7,513
| – | – | 0.08% | 215 |
|
|
2014
Q2 | $433K | Sell |
7,513
-1,075
| -13% | -$62K | 0.07% | 237 |
|
|
2014
Q1 | $521K | Sell |
8,588
-50
| -0.6% | -$3.03K | 0.08% | 232 |
|
|
2013
Q4 | $505K | Sell |
8,638
-50
| -0.6% | -$2.92K | 0.08% | 213 |
|
|
2013
Q3 | $449K | Hold |
8,688
| – | – | 0.09% | 196 |
|
|
2013
Q2 | $459K | Buy |
+8,688
| New | +$459K | 0.1% | 174 |
|