SM
Salzhauer Michael’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,668
-500
| -10% | -$145K | 0.79% | 27 |
|
|
2025
Q1 | $1.27M | Hold |
5,168
| – | – | 0.77% | 30 |
|
|
2024
Q4 | $1.24M | Sell |
5,168
-1,552
| -23% | -$372K | 0.63% | 32 |
|
|
2024
Q3 | $1.42M | Sell |
6,720
-400
| -6% | -$84.3K | 0.87% | 24 |
|
|
2024
Q2 | $1.44M | Sell |
7,120
-150
| -2% | -$30.3K | 1.12% | 19 |
|
|
2024
Q1 | $1.46M | Hold |
7,270
| – | – | 1.11% | 17 |
|
|
2023
Q4 | $1.24M | Sell |
7,270
-1,028
| -12% | -$175K | 1.05% | 20 |
|
|
2023
Q3 | $1.2M | Sell |
8,298
-362
| -4% | -$52.5K | 1.28% | 17 |
|
|
2023
Q2 | $1.26M | Hold |
8,660
| – | – | 1.31% | 16 |
|
|
2023
Q1 | $1.13M | Hold |
8,660
| – | – | 1% | 21 |
|
|
2022
Q4 | $1.16M | Hold |
8,660
| – | – | 0.68% | 27 |
|
|
2022
Q3 | $905K | Hold |
8,660
| – | – | 0.55% | 36 |
|
|
2022
Q2 | $976K | Sell |
8,660
-2,800
| -24% | -$316K | 0.59% | 30 |
|
|
2022
Q1 | $1.19M | Hold |
11,460
| – | – | 0.53% | 30 |
|
|
2021
Q4 | $1.43M | Buy |
11,460
+2,800
| +32% | +$350K | 0.54% | 30 |
|
|
2021
Q3 | $1.42M | Hold |
8,660
| – | – | 0.58% | 24 |
|
|
2021
Q2 | $1.35M | Hold |
8,660
| – | – | 0.59% | 25 |
|
|
2021
Q1 | $1.32M | Hold |
8,660
| – | – | 0.68% | 23 |
|
|
2020
Q4 | $1.1M | Buy |
8,660
+900
| +12% | +$114K | 0.78% | 25 |
|
|
2020
Q3 | $747K | Hold |
7,760
| – | – | 0.84% | 24 |
|
|
2020
Q2 | $730K | Hold |
7,760
| – | – | 0.96% | 26 |
|
|
2020
Q1 | $699K | Sell |
7,760
-111,754
| -94% | -$10.1M | 1.19% | 23 |
|
|
2019
Q4 | $16.7M | Hold |
119,514
| – | – | 7.61% | 1 |
|
|
2019
Q3 | $14.1M | Sell |
119,514
-10,000
| -8% | -$1.18M | 7.33% | 1 |
|
|
2019
Q2 | $14.5M | Hold |
129,514
| – | – | 6.64% | 2 |
|
|
2019
Q1 | $13.1M | Buy |
129,514
+300
| +0.2% | +$30.4K | 6.43% | 2 |
|
|
2018
Q4 | $12.6M | Buy |
129,214
+70,222
| +119% | +$6.86M | 6.94% | 2 |
|
|
2018
Q3 | $6.66M | Buy |
58,992
+26,703
| +83% | +$3.01M | 2.54% | 7 |
|
|
2018
Q2 | $3.37M | Hold |
32,289
| – | – | 1.24% | 18 |
|
|
2018
Q1 | $3.55M | Hold |
32,289
| – | – | 1.32% | 16 |
|
|
2017
Q4 | $3.45M | Hold |
32,289
| – | – | 1.36% | 18 |
|
|
2017
Q3 | $3.08M | Buy |
32,289
+2
| +0% | +$191 | 1.32% | 17 |
|
|
2017
Q2 | $2.95M | Sell |
32,287
-245
| -0.8% | -$22.4K | 1.34% | 16 |
|
|
2017
Q1 | $2.86M | Buy |
32,532
+245
| +0.8% | +$21.5K | 1.37% | 17 |
|
|
2016
Q4 | $2.79M | Hold |
32,287
| – | – | 1.37% | 19 |
|
|
2016
Q3 | $2.15M | Sell |
32,287
-9
| -0% | -$599 | 1.54% | 16 |
|
|
2016
Q2 | $2.01M | Hold |
32,296
| – | – | 1.62% | 16 |
|
|
2016
Q1 | $1.91M | Buy |
32,296
+10,362
| +47% | +$613K | 1.61% | 15 |
|
|
2015
Q4 | $1.45M | Sell |
21,934
-600
| -3% | -$39.6K | 1.07% | 25 |
|
|
2015
Q3 | $1.37M | Hold |
22,534
| – | – | 1.12% | 25 |
|
|
2015
Q2 | $1.53M | Hold |
22,534
| – | – | 1.16% | 23 |
|
|
2015
Q1 | $1.37M | Buy |
22,534
+2,000
| +10% | +$121K | 1.25% | 23 |
|
|
2014
Q4 | $1.29M | Buy |
+20,534
| New | +$1.29M | 1.08% | 23 |
|
|
2014
Q3 | – | Sell |
-20,634
| Closed | -$1.19M | – | 106 |
|
|
2014
Q2 | $1.19M | Hold |
20,634
| – | – | 1.11% | 22 |
|
|
2014
Q1 | $1.25M | Hold |
20,634
| – | – | 1.19% | 21 |
|
|
2013
Q4 | $1.21M | Buy |
+20,634
| New | +$1.21M | 1.19% | 22 |
|