PAIM
Punch & Associates Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
59,590
+2,351
| +4% | +$682K | 1.06% | 28 |
|
|
2025
Q1 | $14M | Sell |
57,239
-131
| -0.2% | -$32.1K | 0.92% | 34 |
|
|
2024
Q4 | $13.8M | Sell |
57,370
-760
| -1% | -$182K | 0.75% | 46 |
|
|
2024
Q3 | $12.3M | Sell |
58,130
-13,426
| -19% | -$2.83M | 0.68% | 51 |
|
|
2024
Q2 | $14.5M | Buy |
71,556
+176
| +0.2% | +$35.6K | 0.85% | 36 |
|
|
2024
Q1 | $14.3M | Sell |
71,380
-5,993
| -8% | -$1.2M | 0.81% | 37 |
|
|
2023
Q4 | $13.2M | Sell |
77,373
-57
| -0.1% | -$9.7K | 0.77% | 38 |
|
|
2023
Q3 | $11.2M | Buy |
77,430
+644
| +0.8% | +$93.4K | 0.72% | 43 |
|
|
2023
Q2 | $11.2M | Sell |
76,786
-1,085
| -1% | -$158K | 0.68% | 49 |
|
|
2023
Q1 | $10.1M | Sell |
77,871
-370
| -0.5% | -$48.2K | 0.65% | 57 |
|
|
2022
Q4 | $10.5M | Buy |
78,241
+1,387
| +2% | +$186K | 0.68% | 56 |
|
|
2022
Q3 | $8.03M | Buy |
76,854
+9
| +0% | +$940 | 0.56% | 69 |
|
|
2022
Q2 | $8.65M | Sell |
76,845
-670
| -0.9% | -$75.5K | 0.61% | 59 |
|
|
2022
Q1 | $10.6M | Buy |
77,515
+2,279
| +3% | +$311K | 0.6% | 66 |
|
|
2021
Q4 | $11.9M | Buy |
75,236
+168
| +0.2% | +$26.6K | 0.62% | 53 |
|
|
2021
Q3 | $12.3M | Buy |
75,068
+155
| +0.2% | +$25.4K | 0.7% | 38 |
|
|
2021
Q2 | $11.7M | Sell |
74,913
-81
| -0.1% | -$12.6K | 0.66% | 45 |
|
|
2021
Q1 | $11.4M | Buy |
74,994
+1,267
| +2% | +$193K | 0.69% | 45 |
|
|
2020
Q4 | $9.37M | Sell |
73,727
-1,957
| -3% | -$249K | 0.65% | 53 |
|
|
2020
Q3 | $7.29M | Sell |
75,684
-1,035
| -1% | -$99.6K | 0.63% | 58 |
|
|
2020
Q2 | $7.22M | Sell |
76,719
-505
| -0.7% | -$47.5K | 0.65% | 53 |
|
|
2020
Q1 | $6.95M | Buy |
77,224
+1,123
| +1% | +$101K | 0.83% | 31 |
|
|
2019
Q4 | $10.6M | Sell |
76,101
-1,972
| -3% | -$275K | 0.84% | 34 |
|
|
2019
Q3 | $9.19M | Sell |
78,073
-1,050
| -1% | -$124K | 0.76% | 37 |
|
|
2019
Q2 | $8.85M | Buy |
79,123
+965
| +1% | +$108K | 0.74% | 44 |
|
|
2019
Q1 | $7.91M | Buy |
78,158
+1,077
| +1% | +$109K | 0.68% | 50 |
|
|
2018
Q4 | $7.53M | Sell |
77,081
-410
| -0.5% | -$40K | 0.72% | 42 |
|
|
2018
Q3 | $8.74M | Buy |
77,491
+3,982
| +5% | +$449K | 0.69% | 39 |
|
|
2018
Q2 | $7.66M | Buy |
73,509
+1,807
| +3% | +$188K | 0.63% | 55 |
|
|
2018
Q1 | $7.89M | Sell |
71,702
-1,748
| -2% | -$192K | 0.7% | 47 |
|
|
2017
Q4 | $7.86M | Sell |
73,450
-1,439
| -2% | -$154K | 0.68% | 50 |
|
|
2017
Q3 | $7.15M | Sell |
74,889
-708
| -0.9% | -$67.6K | 0.63% | 54 |
|
|
2017
Q2 | $6.91M | Sell |
75,597
-1,268
| -2% | -$116K | 0.65% | 49 |
|
|
2017
Q1 | $6.75M | Buy |
76,865
+552
| +0.7% | +$48.5K | 0.65% | 47 |
|
|
2016
Q4 | $6.59M | Sell |
76,313
-10,059
| -12% | -$868K | 0.65% | 49 |
|
|
2016
Q3 | $5.75M | Buy |
86,372
+1,184
| +1% | +$78.8K | 0.62% | 57 |
|
|
2016
Q2 | $5.29M | Buy |
85,188
+1,129
| +1% | +$70.2K | 0.61% | 58 |
|
|
2016
Q1 | $4.98M | Sell |
84,059
-2,265
| -3% | -$134K | 0.6% | 67 |
|
|
2015
Q4 | $5.7M | Buy |
86,324
+9,333
| +12% | +$616K | 0.69% | 53 |
|
|
2015
Q3 | $4.69M | Buy |
76,991
+1,516
| +2% | +$92.4K | 0.64% | 60 |
|
|
2015
Q2 | $5.11M | Buy |
75,475
+653
| +0.9% | +$44.2K | 0.64% | 60 |
|
|
2015
Q1 | $4.53M | Buy |
74,822
+8,078
| +12% | +$489K | 0.56% | 71 |
|
|
2014
Q4 | $4.18M | Sell |
66,744
-185
| -0.3% | -$11.6K | 0.54% | 78 |
|
|
2014
Q3 | $4.03M | Sell |
66,929
-348
| -0.5% | -$21K | 0.56% | 73 |
|
|
2014
Q2 | $3.88M | Buy |
67,277
+44
| +0.1% | +$2.54K | 0.52% | 82 |
|
|
2014
Q1 | $4.08M | Sell |
67,233
-596
| -0.9% | -$36.2K | 0.56% | 72 |
|
|
2013
Q4 | $3.97M | Sell |
67,829
-1,056
| -2% | -$61.8K | 0.53% | 76 |
|
|
2013
Q3 | $3.56M | Sell |
68,885
-1,236
| -2% | -$63.9K | 0.55% | 73 |
|
|
2013
Q2 | $3.7M | Buy |
+70,121
| New | +$3.7M | 0.65% | 59 |
|