SBCM
Schwerin Boyle Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Sell |
124,625
-15,493
| -11% | -$4.49M | 4.03% | 6 |
|
|
2025
Q1 | $34.4M | Sell |
140,118
-6,118
| -4% | -$1.5M | 3.54% | 8 |
|
|
2024
Q4 | $35.1M | Buy |
146,236
+400
| +0.3% | +$95.9K | 3.6% | 8 |
|
|
2024
Q3 | $30.8M | Sell |
145,836
-10,480
| -7% | -$2.21M | 3.22% | 10 |
|
|
2024
Q2 | $31.6M | Hold |
156,316
| – | – | 3.32% | 12 |
|
|
2024
Q1 | $31.3M | Sell |
156,316
-102
| -0.1% | -$20.4K | 3.11% | 11 |
|
|
2023
Q4 | $26.6M | Hold |
156,418
| – | – | 2.97% | 12 |
|
|
2023
Q3 | $22.7M | Sell |
156,418
-35,175
| -18% | -$5.1M | 2.66% | 12 |
|
|
2023
Q2 | $27.9M | Sell |
191,593
-5,500
| -3% | -$800K | 2.63% | 16 |
|
|
2023
Q1 | $25.7M | Sell |
197,093
-17,783
| -8% | -$2.32M | 2.64% | 14 |
|
|
2022
Q4 | $28.8M | Sell |
214,876
-2,600
| -1% | -$349K | 2.91% | 12 |
|
|
2022
Q3 | $22.7M | Sell |
217,476
-550
| -0.3% | -$57.5K | 2.47% | 13 |
|
|
2022
Q2 | $24.6M | Sell |
218,026
-450
| -0.2% | -$50.7K | 2.51% | 13 |
|
|
2022
Q1 | $29.8M | Sell |
218,476
-2,550
| -1% | -$348K | 2.48% | 13 |
|
|
2021
Q4 | $35M | Sell |
221,026
-1,509
| -0.7% | -$239K | 2.84% | 12 |
|
|
2021
Q3 | $36.4M | Sell |
222,535
-125
| -0.1% | -$20.5K | 3.07% | 12 |
|
|
2021
Q2 | $34.6M | Sell |
222,660
-2,500
| -1% | -$389K | 2.86% | 15 |
|
|
2021
Q1 | $34.3M | Sell |
225,160
-4,020
| -2% | -$612K | 3.04% | 12 |
|
|
2020
Q4 | $29.1M | Sell |
229,180
-575
| -0.3% | -$73.1K | 2.72% | 14 |
|
|
2020
Q3 | $22.1M | Sell |
229,755
-3,700
| -2% | -$356K | 2.54% | 14 |
|
|
2020
Q2 | $22M | Sell |
233,455
-5,200
| -2% | -$489K | 2.76% | 13 |
|
|
2020
Q1 | $21.5M | Sell |
238,655
-1,130
| -0.5% | -$102K | 3% | 12 |
|
|
2019
Q4 | $33.4M | Sell |
239,785
-250
| -0.1% | -$34.9K | 3.2% | 12 |
|
|
2019
Q3 | $28.3M | Sell |
240,035
-1,720
| -0.7% | -$202K | 2.91% | 12 |
|
|
2019
Q2 | $27M | Sell |
241,755
-2,890
| -1% | -$323K | 2.82% | 13 |
|
|
2019
Q1 | $24.8M | Hold |
244,645
| – | – | 2.72% | 13 |
|
|
2018
Q4 | $23.9M | Sell |
244,645
-1,100
| -0.4% | -$107K | 3% | 10 |
|
|
2018
Q3 | $27.7M | Sell |
245,745
-3,900
| -2% | -$440K | 2.95% | 10 |
|
|
2018
Q2 | $26M | Sell |
249,645
-450
| -0.2% | -$46.9K | 2.85% | 11 |
|
|
2018
Q1 | $27.5M | Sell |
250,095
-100
| -0% | -$11K | 3.02% | 11 |
|
|
2017
Q4 | $26.8M | Buy |
250,195
+2,075
| +0.8% | +$222K | 2.92% | 13 |
|
|
2017
Q3 | $23.7M | Sell |
248,120
-6,400
| -3% | -$611K | 2.67% | 13 |
|
|
2017
Q2 | $23.3M | Hold |
254,520
| – | – | 2.73% | 13 |
|
|
2017
Q1 | $22.4M | Sell |
254,520
-500
| -0.2% | -$43.9K | 2.74% | 12 |
|
|
2016
Q4 | $22M | Sell |
255,020
-1,600
| -0.6% | -$138K | 2.72% | 12 |
|
|
2016
Q3 | $17.1M | Sell |
256,620
-1,700
| -0.7% | -$113K | 2.37% | 14 |
|
|
2016
Q2 | $16.1M | Sell |
258,320
-3,250
| -1% | -$202K | 2.3% | 15 |
|
|
2016
Q1 | $15.5M | Sell |
261,570
-2,450
| -0.9% | -$145K | 2.18% | 14 |
|
|
2015
Q4 | $17.4M | Sell |
264,020
-400
| -0.2% | -$26.4K | 2.42% | 14 |
|
|
2015
Q3 | $16.1M | Hold |
264,420
| – | – | 2.31% | 14 |
|
|
2015
Q2 | $17.9M | Buy |
264,420
+2,970
| +1% | +$201K | 2.35% | 15 |
|
|
2015
Q1 | $15.8M | Sell |
261,450
-101,875
| -28% | -$6.17M | 2.22% | 16 |
|
|
2014
Q4 | $22.7M | Sell |
363,325
-25,550
| -7% | -$1.6M | 3.08% | 12 |
|
|
2014
Q3 | $23.4M | Buy |
388,875
+800
| +0.2% | +$48.2K | 3.27% | 11 |
|
|
2014
Q2 | $22.4M | Buy |
388,075
+3,200
| +0.8% | +$184K | 3.23% | 13 |
|
|
2014
Q1 | $23.4M | Buy |
384,875
+114,100
| +42% | +$6.93M | 3.33% | 11 |
|
|
2013
Q4 | $15.8M | Sell |
270,775
-900
| -0.3% | -$52.6K | 2.22% | 16 |
|
|
2013
Q3 | $14M | Buy |
271,675
+23,400
| +9% | +$1.21M | 2.13% | 17 |
|
|
2013
Q2 | $13.1M | Buy |
+248,275
| New | +$13.1M | 2.11% | 17 |
|