SAM
Selway Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.68M | Sell |
39,462
-1,045
| -3% | -$256K | 3.99% | 4 |
|
|
2024
Q4 | $9.71M | Buy |
40,507
+195
| +0.5% | +$46.7K | 3.81% | 5 |
|
|
2024
Q3 | $8.5M | Sell |
40,312
-25
| -0.1% | -$5.27K | 3.32% | 5 |
|
|
2024
Q2 | $8.16M | Sell |
40,337
-700
| -2% | -$142K | 3.32% | 6 |
|
|
2024
Q1 | $8.22M | Sell |
41,037
-80
| -0.2% | -$16K | 3.28% | 6 |
|
|
2023
Q4 | $6.99M | Buy |
41,117
+250
| +0.6% | +$42.5K | 2.94% | 6 |
|
|
2023
Q3 | $5.93M | Sell |
40,867
-3,545
| -8% | -$514K | 2.73% | 10 |
|
|
2023
Q2 | $6.46M | Sell |
44,412
-120
| -0.3% | -$17.5K | 2.84% | 8 |
|
|
2023
Q1 | $5.8M | Sell |
44,532
-265
| -0.6% | -$34.5K | 2.78% | 11 |
|
|
2022
Q4 | $6.01M | Buy |
44,797
+1,000
| +2% | +$134K | 3.18% | 8 |
|
|
2022
Q3 | $4.58M | Sell |
43,797
-1,123
| -3% | -$117K | 2.67% | 12 |
|
|
2022
Q2 | $5.06M | Buy |
44,920
+900
| +2% | +$101K | 2.8% | 12 |
|
|
2022
Q1 | $6M | Buy |
44,020
+200
| +0.5% | +$27.3K | 2.91% | 9 |
|
|
2021
Q4 | $6.94M | Sell |
43,820
-200
| -0.5% | -$31.7K | 3.29% | 8 |
|
|
2021
Q3 | $7.21M | Sell |
44,020
-500
| -1% | -$81.8K | 3.94% | 5 |
|
|
2021
Q2 | $6.93M | Hold |
44,520
| – | – | 3.71% | 5 |
|
|
2021
Q1 | $6.78M | Buy |
44,520
+600
| +1% | +$91.3K | 3.95% | 4 |
|
|
2020
Q4 | $5.58M | Buy |
43,920
+500
| +1% | +$63.5K | 3.4% | 8 |
|
|
2020
Q3 | $4.18M | Buy |
43,420
+225
| +0.5% | +$21.7K | 2.96% | 10 |
|
|
2020
Q2 | $4.06M | Buy |
43,195
+550
| +1% | +$51.7K | 3.23% | 8 |
|
|
2020
Q1 | $3.84M | Buy |
42,645
+100
| +0.2% | +$9K | 3.7% | 6 |
|
|
2019
Q4 | $5.93M | Sell |
42,545
-1,550
| -4% | -$216K | 4.08% | 4 |
|
|
2019
Q3 | $5.19M | Sell |
44,095
-884
| -2% | -$104K | 3.81% | 4 |
|
|
2019
Q2 | $5.03M | Sell |
44,979
-1,350
| -3% | -$151K | 3.37% | 5 |
|
|
2019
Q1 | $4.69M | Buy |
46,329
+140
| +0.3% | +$14.2K | 3.14% | 5 |
|
|
2018
Q4 | $4.51M | Sell |
46,189
-414
| -0.9% | -$40.4K | 3.32% | 5 |
|
|
2018
Q3 | $5.26M | Sell |
46,603
-4,662
| -9% | -$526K | 3.17% | 5 |
|
|
2018
Q2 | $5.34M | Sell |
51,265
-1,659
| -3% | -$173K | 3.27% | 5 |
|
|
2018
Q1 | $5.82M | Sell |
52,924
-2,988
| -5% | -$329K | 3.62% | 4 |
|
|
2017
Q4 | $5.98M | Sell |
55,912
-5,125
| -8% | -$548K | 3.52% | 6 |
|
|
2017
Q3 | $5.83M | Sell |
61,037
-900
| -1% | -$86K | 3.38% | 6 |
|
|
2017
Q2 | $5.66M | Sell |
61,937
-250
| -0.4% | -$22.9K | 3.24% | 6 |
|
|
2017
Q1 | $5.46M | Sell |
62,187
-800
| -1% | -$70.3K | 3.07% | 5 |
|
|
2016
Q4 | $5.44M | Sell |
62,987
-2,700
| -4% | -$233K | 3.26% | 5 |
|
|
2016
Q3 | $4.37M | Sell |
65,687
-1,335
| -2% | -$88.9K | 2.72% | 8 |
|
|
2016
Q2 | $4.17M | Hold |
67,022
| – | – | 2.67% | 10 |
|
|
2016
Q1 | $3.97M | Buy |
67,022
+1,300
| +2% | +$77K | 2.74% | 7 |
|
|
2015
Q4 | $4.34M | Sell |
65,722
-2,750
| -4% | -$182K | 2.91% | 8 |
|
|
2015
Q3 | $4.18M | Sell |
68,472
-1,800
| -3% | -$110K | 2.64% | 6 |
|
|
2015
Q2 | $4.76M | Sell |
70,272
-1,970
| -3% | -$133K | 2.62% | 6 |
|
|
2015
Q1 | $4.38M | Buy |
72,242
+2,450
| +4% | +$148K | 2.31% | 12 |
|
|
2014
Q4 | $4.37M | Sell |
69,792
-6,275
| -8% | -$393K | 2.35% | 14 |
|
|
2014
Q3 | $4.58M | Sell |
76,067
-21,500
| -22% | -$1.3M | 2.21% | 14 |
|
|
2014
Q2 | $5.62M | Sell |
97,567
-1,306
| -1% | -$75.3K | 2.72% | 9 |
|
|
2014
Q1 | $6M | Sell |
98,873
-452
| -0.5% | -$27.4K | 3.36% | 5 |
|
|
2013
Q4 | $5.81M | Sell |
99,325
-5,050
| -5% | -$295K | 3.15% | 6 |
|
|
2013
Q3 | $5.4M | Buy |
104,375
+23,899
| +30% | +$1.24M | 3.06% | 4 |
|
|
2013
Q2 | $4.25M | Buy |
+80,476
| New | +$4.25M | 2.62% | 12 |
|