Samalin Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
9,191
-71
| -0.8% | -$20.6K | 1.02% | 19 |
|
|
2025
Q1 | $2.27M | Buy |
9,262
+233
| +3% | +$57.2K | 0.92% | 22 |
|
|
2024
Q4 | $2.16M | Buy |
9,029
+366
| +4% | +$87.7K | 0.93% | 22 |
|
|
2024
Q3 | $1.83M | Sell |
8,663
-80
| -0.9% | -$16.9K | 0.79% | 26 |
|
|
2024
Q2 | $1.77M | Sell |
8,743
-245
| -3% | -$49.6K | 0.83% | 23 |
|
|
2024
Q1 | $1.8M | Sell |
8,988
-551
| -6% | -$110K | 0.86% | 22 |
|
|
2023
Q4 | $1.62M | Sell |
9,539
-124
| -1% | -$21.1K | 0.82% | 26 |
|
|
2023
Q3 | $1.4M | Sell |
9,663
-542
| -5% | -$78.6K | 0.8% | 30 |
|
|
2023
Q2 | $1.48M | Sell |
10,205
-1,052
| -9% | -$153K | 0.8% | 30 |
|
|
2023
Q1 | $1.47M | Buy |
11,257
+12
| +0.1% | +$1.56K | 0.88% | 29 |
|
|
2022
Q4 | $1.51M | Buy |
11,245
+2,447
| +28% | +$328K | 0.95% | 24 |
|
|
2022
Q3 | $919K | Sell |
8,798
-124
| -1% | -$13K | 0.67% | 41 |
|
|
2022
Q2 | $1.01M | Buy |
8,922
+292
| +3% | +$32.9K | 0.71% | 36 |
|
|
2022
Q1 | $1.18M | Sell |
8,630
-454
| -5% | -$61.9K | 0.71% | 33 |
|
|
2021
Q4 | $1.44M | Buy |
9,084
+1,197
| +15% | +$189K | 0.86% | 25 |
|
|
2021
Q3 | $1.29M | Sell |
7,887
-95
| -1% | -$15.6K | 0.84% | 24 |
|
|
2021
Q2 | $1.24M | Buy |
7,982
+129
| +2% | +$20.1K | 0.81% | 21 |
|
|
2021
Q1 | $1.2M | Buy |
7,853
+655
| +9% | +$99.7K | 0.8% | 28 |
|
|
2020
Q4 | $915K | Sell |
7,198
-38
| -0.5% | -$4.83K | 0.69% | 36 |
|
|
2020
Q3 | $697K | Buy |
7,236
+371
| +5% | +$35.7K | 0.62% | 38 |
|
|
2020
Q2 | $645K | Sell |
6,865
-2,082
| -23% | -$196K | 0.68% | 34 |
|
|
2020
Q1 | $805K | Buy |
8,947
+1,690
| +23% | +$152K | 1.08% | 25 |
|
|
2019
Q4 | $1.01M | Buy |
+7,257
| New | +$1.01M | 0.85% | 24 |
|