Raab & Moskowitz Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.47M | Buy |
18,606
+910
| +5% | +$276K | 1.22% | 25 |
|
|
2025
Q4 | $5.7M | Sell |
17,696
-86
| -0.5% | -$26.6K | 1.25% | 21 |
|
|
2025
Q3 | $5.61M | Sell |
17,782
-55
| -0.3% | -$16.4K | 1.25% | 21 |
|
|
2025
Q2 | $5.17M | Sell |
17,837
-1,334
| -7% | -$340K | 1.23% | 20 |
|
|
2025
Q1 | $4.7M | Sell |
19,171
-229
| -1% | -$58.4K | 1.18% | 22 |
|
|
2024
Q4 | $4.65M | Buy |
19,400
+2,111
| +12% | +$492K | 1.14% | 23 |
|
|
2024
Q3 | $3.65M | Buy |
17,289
+56
| +0.3% | +$11.8K | 0.92% | 28 |
|
|
2024
Q2 | $3.49M | Sell |
17,233
-1,743
| -9% | -$341K | 0.95% | 27 |
|
|
2024
Q1 | $3.8M | Buy |
18,976
+44
| +0.2% | +$7.94K | 1.06% | 26 |
|
|
2023
Q4 | $3.22M | Buy |
18,932
+1,235
| +7% | +$187K | 1.02% | 25 |
|
|
2023
Q3 | $2.57M | Sell |
17,697
-291
| -2% | -$43.6K | 0.9% | 30 |
|
|
2023
Q2 | $2.62M | Buy |
17,988
+750
| +4% | +$103K | 0.89% | 31 |
|
|
2023
Q1 | $2.25M | Buy |
17,238
+94
| +0.5% | +$12.9K | 0.82% | 40 |
|
|
2022
Q4 | $2.3M | Sell |
17,144
-56
| -0.3% | -$7.1K | 0.87% | 35 |
|
|
2022
Q3 | $1.8M | Sell |
17,200
-636
| -4% | -$73K | 0.76% | 43 |
|
|
2022
Q2 | $2.01M | Buy |
17,836
+212
| +1% | +$26.3K | 0.79% | 43 |
|
|
2022
Q1 | $2.4M | Sell |
17,624
-177
| -1% | -$26.1K | 0.82% | 39 |
|
|
2021
Q4 | $2.82M | Sell |
17,801
-23
| -0.1% | -$3.78K | 0.92% | 33 |
|
|
2021
Q3 | $2.92M | Buy |
17,824
+285
| +2% | +$44.7K | 1.05% | 28 |
|
|
2021
Q2 | $2.73M | Buy |
17,539
+238
| +1% | +$37.4K | 1% | 33 |
|
|
2021
Q1 | $2.63M | Buy |
17,301
+363
| +2% | +$52.2K | 1.03% | 32 |
|
|
2020
Q4 | $2.15M | Buy |
16,938
+681
| +4% | +$76.1K | 0.88% | 35 |
|
|
2020
Q3 | $1.56M | Sell |
16,257
-441
| -3% | -$43.3K | 0.72% | 45 |
|
|
2020
Q2 | $1.57M | Sell |
16,698
-302
| -2% | -$28.7K | 0.76% | 44 |
|
|
2020
Q1 | $1.53M | Buy |
17,000
+79
| +0.5% | +$9.6K | 0.83% | 42 |
|
|
2019
Q4 | $2.36M | Buy |
16,921
+71
| +0.4% | +$9.11K | 0.93% | 34 |
|
|
2019
Q3 | $1.98M | Buy |
16,850
+373
| +2% | +$42.2K | 0.87% | 43 |
|
|
2019
Q2 | $1.84M | Sell |
16,477
-330
| -2% | -$36.4K | 0.82% | 44 |
|
|
2019
Q1 | $1.7M | Sell |
16,807
-1,662
| -9% | -$171K | 0.78% | 47 |
|
|
2018
Q4 | $1.8M | Buy |
18,469
+2,799
| +18% | +$298K | 0.89% | 42 |
|
|
2018
Q3 | $1.77M | Sell |
15,670
-522
| -3% | -$59.3K | 0.73% | 47 |
|
|
2018
Q2 | $1.69M | Buy |
16,192
+20
| +0.1% | +$2.19K | 0.81% | 40 |
|
|
2018
Q1 | $1.78M | Buy |
16,172
+431
| +3% | +$48.8K | 0.88% | 41 |
|
|
2017
Q4 | $1.68M | Sell |
15,741
-750
| -5% | -$75.9K | 0.81% | 44 |
|
|
2017
Q3 | $1.66M | Buy |
16,491
+77
| +0.5% | +$7.1K | 0.8% | 48 |
|
|
2017
Q2 | $1.51M | Buy |
16,414
+1,094
| +7% | +$94.4K | 0.75% | 46 |
|
|
2017
Q1 | $1.34M | Sell |
15,320
-727
| -5% | -$64.1K | 0.7% | 48 |
|
|
2016
Q4 | $1.38M | Sell |
16,047
-220
| -1% | -$16.8K | 0.75% | 48 |
|
|
2016
Q3 | $1.08M | Buy |
16,267
+840
| +5% | +$54.8K | 0.61% | 58 |
|
|
2016
Q2 | $958K | Sell |
15,427
-2,348
| -13% | -$147K | 0.55% | 62 |
|
|
2016
Q1 | $1.05M | Buy |
17,775
+2,354
| +15% | +$137K | 0.63% | 53 |
|
|
2015
Q4 | $1.02M | Buy |
15,421
+5,554
| +56% | +$362K | 0.61% | 55 |
|
|
2015
Q3 | $601K | Buy |
9,867
+1,287
| +15% | +$84.3K | 0.39% | 73 |
|
|
2015
Q2 | $581K | Sell |
8,580
-505
| -6% | -$33K | 0.36% | 76 |
|
|
2015
Q1 | $550K | Buy |
9,085
+141
| +2% | +$8.35K | 0.33% | 81 |
|
|
2014
Q4 | $560K | Sell |
8,944
-5,057
| -36% | -$304K | 0.32% | 78 |
|
|
2014
Q3 | $843K | Sell |
14,001
-1,839
| -12% | -$107K | 0.41% | 77 |
|
|
2014
Q2 | $913K | Buy |
15,840
+1,290
| +9% | +$72.5K | 0.43% | 79 |
|
|
2014
Q1 | $883K | Buy |
14,550
+649
| +5% | +$37.5K | 0.49% | 71 |
|
|
2013
Q4 | $813K | Buy |
+13,901
| New | +$762K | 0.47% | 76 |
|
Other funds holding JPM
VCM
VPM
