Selway Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.68M | Sell |
39,462
-1,045
| -3% | -$266K | 3.99% | 4 |
|
|
2024
Q4 | $9.71M | Buy |
40,507
+195
| +0.5% | +$45.4K | 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% | -$137K | 3.32% | 6 |
|
|
2024
Q1 | $8.22M | Sell |
41,037
-80
| -0.2% | -$14.4K | 3.28% | 6 |
|
|
2023
Q4 | $6.99M | Buy |
41,117
+250
| +0.6% | +$37.9K | 2.94% | 6 |
|
|
2023
Q3 | $5.93M | Sell |
40,867
-3,545
| -8% | -$531K | 2.73% | 10 |
|
|
2023
Q2 | $6.46M | Sell |
44,412
-120
| -0.3% | -$16.5K | 2.84% | 8 |
|
|
2023
Q1 | $5.8M | Sell |
44,532
-265
| -0.6% | -$36.3K | 2.78% | 11 |
|
|
2022
Q4 | $6.01M | Buy |
44,797
+1,000
| +2% | +$127K | 3.18% | 8 |
|
|
2022
Q3 | $4.58M | Sell |
43,797
-1,123
| -3% | -$129K | 2.67% | 12 |
|
|
2022
Q2 | $5.06M | Buy |
44,920
+900
| +2% | +$112K | 2.8% | 12 |
|
|
2022
Q1 | $6M | Buy |
44,020
+200
| +0.5% | +$29.5K | 2.91% | 9 |
|
|
2021
Q4 | $6.94M | Sell |
43,820
-200
| -0.5% | -$32.8K | 3.29% | 8 |
|
|
2021
Q3 | $7.21M | Sell |
44,020
-500
| -1% | -$78.4K | 3.94% | 5 |
|
|
2021
Q2 | $6.92M | Hold |
44,520
| – | – | 3.71% | 5 |
|
|
2021
Q1 | $6.78M | Buy |
44,520
+600
| +1% | +$86.3K | 3.95% | 4 |
|
|
2020
Q4 | $5.58M | Buy |
43,920
+500
| +1% | +$55.9K | 3.4% | 8 |
|
|
2020
Q3 | $4.18M | Buy |
43,420
+225
| +0.5% | +$22.1K | 2.96% | 10 |
|
|
2020
Q2 | $4.06M | Buy |
43,195
+550
| +1% | +$52.2K | 3.23% | 8 |
|
|
2020
Q1 | $3.84M | Buy |
42,645
+100
| +0.2% | +$12.1K | 3.7% | 6 |
|
|
2019
Q4 | $5.93M | Sell |
42,545
-1,550
| -4% | -$199K | 4.08% | 4 |
|
|
2019
Q3 | $5.19M | Sell |
44,095
-884
| -2% | -$100K | 3.81% | 4 |
|
|
2019
Q2 | $5.03M | Sell |
44,979
-1,350
| -3% | -$149K | 3.37% | 5 |
|
|
2019
Q1 | $4.69M | Buy |
46,329
+140
| +0.3% | +$14.4K | 3.14% | 5 |
|
|
2018
Q4 | $4.51M | Sell |
46,189
-414
| -0.9% | -$44.1K | 3.32% | 5 |
|
|
2018
Q3 | $5.26M | Sell |
46,603
-4,662
| -9% | -$529K | 3.17% | 5 |
|
|
2018
Q2 | $5.34M | Sell |
51,265
-1,659
| -3% | -$182K | 3.27% | 5 |
|
|
2018
Q1 | $5.82M | Sell |
52,924
-2,988
| -5% | -$338K | 3.62% | 4 |
|
|
2017
Q4 | $5.98M | Sell |
55,912
-5,125
| -8% | -$519K | 3.52% | 6 |
|
|
2017
Q3 | $5.83M | Sell |
61,037
-900
| -1% | -$83K | 3.38% | 6 |
|
|
2017
Q2 | $5.66M | Sell |
61,937
-250
| -0.4% | -$21.6K | 3.24% | 6 |
|
|
2017
Q1 | $5.46M | Sell |
62,187
-800
| -1% | -$70.6K | 3.07% | 5 |
|
|
2016
Q4 | $5.43M | Sell |
62,987
-2,700
| -4% | -$206K | 3.26% | 5 |
|
|
2016
Q3 | $4.37M | Sell |
65,687
-1,335
| -2% | -$87K | 2.72% | 8 |
|
|
2016
Q2 | $4.17M | Hold |
67,022
| – | – | 2.67% | 10 |
|
|
2016
Q1 | $3.97M | Buy |
67,022
+1,300
| +2% | +$75.9K | 2.74% | 7 |
|
|
2015
Q4 | $4.34M | Sell |
65,722
-2,750
| -4% | -$179K | 2.91% | 8 |
|
|
2015
Q3 | $4.17M | Sell |
68,472
-1,800
| -3% | -$118K | 2.64% | 6 |
|
|
2015
Q2 | $4.76M | Sell |
70,272
-1,970
| -3% | -$129K | 2.62% | 6 |
|
|
2015
Q1 | $4.38M | Buy |
72,242
+2,450
| +4% | +$145K | 2.31% | 12 |
|
|
2014
Q4 | $4.37M | Sell |
69,792
-6,275
| -8% | -$378K | 2.35% | 14 |
|
|
2014
Q3 | $4.58M | Sell |
76,067
-21,500
| -22% | -$1.26M | 2.21% | 14 |
|
|
2014
Q2 | $5.62M | Sell |
97,567
-1,306
| -1% | -$73.4K | 2.72% | 9 |
|
|
2014
Q1 | $6M | Sell |
98,873
-452
| -0.5% | -$26.1K | 3.36% | 5 |
|
|
2013
Q4 | $5.81M | Sell |
99,325
-5,050
| -5% | -$277K | 3.15% | 6 |
|
|
2013
Q3 | $5.39M | Buy |
104,375
+23,899
| +30% | +$1.28M | 3.06% | 4 |
|
|
2013
Q2 | $4.25M | Buy |
+80,476
| New | +$4.09M | 2.62% | 12 |
|
Other funds holding JPM
Selway Asset Management's JPM Position: Q1 2025 in Review
Selway Asset Management reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2025, selling an estimated $266K and leaving 39,462 shares worth $9.68M. The position accounts for 3.99% of the portfolio, ranked #4.
Selway Asset Management first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.71M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Selway Asset Management held 39,462 shares of JPMorgan Chase worth $9.68M as of Q1 2025.
- Selway Asset Management sold 1,045 JPMorgan Chase shares in Q1 2025, an estimated $266K.
- JPMorgan Chase made up 3.99% of Selway Asset Management's portfolio in Q1 2025, its #4 holding.
- Selway Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- Selway Asset Management's JPMorgan Chase position peaked at $9.71M in Q4 2024.
- 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.