PCMF
Private Capital Management (Florida)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
112,701
-1,251
| -1% | -$363K | 3.15% | 10 |
|
|
2025
Q1 | $28M | Sell |
113,952
-51
| -0% | -$12.5K | 3.06% | 11 |
|
|
2024
Q4 | $27.3M | Sell |
114,003
-1,000
| -0.9% | -$240K | 2.86% | 12 |
|
|
2024
Q3 | $24.2M | Sell |
115,003
-933
| -0.8% | -$197K | 2.6% | 14 |
|
|
2024
Q2 | $23.4M | Sell |
115,936
-3,596
| -3% | -$727K | 2.73% | 13 |
|
|
2024
Q1 | $23.9M | Sell |
119,532
-50
| -0% | -$10K | 2.68% | 14 |
|
|
2023
Q4 | $20.3M | Buy |
119,582
+3,391
| +3% | +$577K | 2.26% | 16 |
|
|
2023
Q3 | $16.9M | Sell |
116,191
-4,534
| -4% | -$658K | 1.99% | 20 |
|
|
2023
Q2 | $17.6M | Buy |
120,725
+109,588
| +984% | +$15.9M | 2.09% | 19 |
|
|
2023
Q1 | $1.45M | Buy |
+11,137
| New | +$1.45M | 0.17% | 45 |
|
|
2022
Q3 | – | Sell |
-3,593
| Closed | -$405K | – | 123 |
|
|
2022
Q2 | $405K | Buy |
+3,593
| New | +$405K | 0.06% | 57 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 94 |
|