SC
Schulhoff & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
45,150
-825
| -2% | -$239K | 5.81% | 2 |
|
|
2025
Q1 | $11.3M | Sell |
45,975
-181
| -0.4% | -$44.4K | 4.99% | 2 |
|
|
2024
Q4 | $11.1M | Hold |
46,156
| – | – | 4.04% | 3 |
|
|
2024
Q3 | $9.73M | Buy |
46,156
+15
| +0% | +$3.16K | 4.06% | 2 |
|
|
2024
Q2 | $9.33M | Sell |
46,141
-1,162
| -2% | -$235K | 4.21% | 2 |
|
|
2024
Q1 | $9.47M | Sell |
47,303
-167
| -0.4% | -$33.5K | 4.15% | 2 |
|
|
2023
Q4 | $8.07M | Sell |
47,470
-65
| -0.1% | -$11.1K | 3.85% | 2 |
|
|
2023
Q3 | $6.89M | Sell |
47,535
-2,959
| -6% | -$429K | 3.48% | 4 |
|
|
2023
Q2 | $7.34M | Sell |
50,494
-90
| -0.2% | -$13.1K | 3.42% | 5 |
|
|
2023
Q1 | $6.59M | Hold |
50,584
| – | – | 3.06% | 5 |
|
|
2022
Q4 | $6.78M | Sell |
50,584
-635
| -1% | -$85.2K | 3.12% | 5 |
|
|
2022
Q3 | $5.35M | Buy |
51,219
+1,082
| +2% | +$113K | 2.79% | 6 |
|
|
2022
Q2 | $5.65M | Buy |
50,137
+605
| +1% | +$68.1K | 2.64% | 6 |
|
|
2022
Q1 | $6.75M | Sell |
49,532
-1,918
| -4% | -$261K | 2.85% | 5 |
|
|
2021
Q4 | $8.15M | Sell |
51,450
-1,173
| -2% | -$186K | 3.35% | 3 |
|
|
2021
Q3 | $8.61M | Sell |
52,623
-290
| -0.5% | -$47.5K | 3.88% | 2 |
|
|
2021
Q2 | $8.23M | Buy |
52,913
+570
| +1% | +$88.7K | 3.62% | 3 |
|
|
2021
Q1 | $7.97M | Buy |
52,343
+1,550
| +3% | +$236K | 3.64% | 4 |
|
|
2020
Q4 | $6.45M | Sell |
50,793
-612
| -1% | -$77.8K | 3.24% | 5 |
|
|
2020
Q3 | $4.95M | Buy |
51,405
+645
| +1% | +$62.1K | 2.66% | 6 |
|
|
2020
Q2 | $4.77M | Sell |
50,760
-1,020
| -2% | -$95.9K | 2.81% | 6 |
|
|
2020
Q1 | $4.66M | Sell |
51,780
-4,105
| -7% | -$370K | 2.91% | 6 |
|
|
2019
Q4 | $7.79M | Sell |
55,885
-75
| -0.1% | -$10.5K | 3.65% | 3 |
|
|
2019
Q3 | $6.59M | Sell |
55,960
-1,200
| -2% | -$141K | 3.23% | 6 |
|
|
2019
Q2 | $6.39M | Buy |
57,160
+166
| +0.3% | +$18.6K | 3.3% | 6 |
|
|
2019
Q1 | $5.77M | Buy |
56,994
+1,575
| +3% | +$159K | 3.08% | 5 |
|
|
2018
Q4 | $5.41M | Sell |
55,419
-300
| -0.5% | -$29.3K | 3.37% | 6 |
|
|
2018
Q3 | $6.29M | Buy |
55,719
+50
| +0.1% | +$5.64K | 3.51% | 5 |
|
|
2018
Q2 | $5.8M | Sell |
55,669
-3,270
| -6% | -$341K | 3.45% | 6 |
|
|
2018
Q1 | $6.48M | Sell |
58,939
-166
| -0.3% | -$18.3K | 3.81% | 5 |
|
|
2017
Q4 | $6.32M | Sell |
59,105
-40
| -0.1% | -$4.28K | 3.55% | 6 |
|
|
2017
Q3 | $5.65M | Hold |
59,145
| – | – | 3.36% | 6 |
|
|
2017
Q2 | $5.41M | Buy |
59,145
+50
| +0.1% | +$4.57K | 3.3% | 6 |
|
|
2017
Q1 | $5.19M | Buy |
59,095
+475
| +0.8% | +$41.7K | 3.19% | 6 |
|
|
2016
Q4 | $5.06M | Sell |
58,620
-727
| -1% | -$62.7K | 3.11% | 6 |
|
|
2016
Q3 | $3.95M | Buy |
59,347
+250
| +0.4% | +$16.6K | 2.43% | 10 |
|
|
2016
Q2 | $3.67M | Buy |
59,097
+115
| +0.2% | +$7.15K | 2.28% | 10 |
|
|
2016
Q1 | $3.49M | Sell |
58,982
-1,360
| -2% | -$80.5K | 2.29% | 11 |
|
|
2015
Q4 | $3.98M | Sell |
60,342
-10,580
| -15% | -$699K | 2.7% | 7 |
|
|
2015
Q3 | $4.32M | Sell |
70,922
-375
| -0.5% | -$22.9K | 3.1% | 6 |
|
|
2015
Q2 | $4.83M | Sell |
71,297
-207
| -0.3% | -$14K | 3.09% | 6 |
|
|
2015
Q1 | $4.33M | Buy |
71,504
+300
| +0.4% | +$18.2K | 2.68% | 6 |
|
|
2014
Q4 | $4.46M | Sell |
71,204
-235
| -0.3% | -$14.7K | 2.69% | 6 |
|
|
2014
Q3 | $4.3M | Sell |
71,439
-2,314
| -3% | -$139K | 2.69% | 6 |
|
|
2014
Q2 | $4.25M | Buy |
73,753
+1,443
| +2% | +$83.2K | 2.62% | 7 |
|
|
2014
Q1 | $4.39M | Sell |
72,310
-763
| -1% | -$46.3K | 2.97% | 6 |
|
|
2013
Q4 | $4.27M | Buy |
73,073
+100
| +0.1% | +$5.85K | 2.92% | 7 |
|
|
2013
Q3 | $3.77M | Sell |
72,973
-550
| -0.7% | -$28.4K | 2.73% | 8 |
|
|
2013
Q2 | $3.88M | Buy |
+73,523
| New | +$3.88M | 2.93% | 7 |
|