Shapiro Capital 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 Q3	–	Sell	-2,000	Closed	-$580K	–	51
2025 Q2	$580K	Hold	2,000	–	–	0.03%	47
2025 Q1	$491K	Hold	2,000	–	–	0.02%	43
2024 Q4	$479K	Hold	2,000	–	–	0.02%	47
2024 Q3	$422K	Sell	2,000 -880	-31%	-$185K	0.01%	49
2024 Q2	$583K	Hold	2,880	–	–	0.02%	51
2024 Q1	$577K	Hold	2,880	–	–	0.02%	49
2023 Q4	$490K	Hold	2,880	–	–	0.01%	50
2023 Q3	$418K	Sell	2,880 -1,000	-26%	-$150K	0.01%	57
2023 Q2	$564K	Hold	3,880	–	–	0.01%	50
2023 Q1	$506K	Hold	3,880	–	–	0.01%	50
2022 Q4	$520K	Hold	3,880	–	–	0.01%	50
2022 Q3	$405K	Sell	3,880 -1,000	-20%	-$115K	0.01%	57
2022 Q2	$550K	Buy	4,880 +2,000	+69%	+$248K	0.01%	50
2022 Q1	$393K	Buy	+2,880	New	+$425K	0.01%	67
2021 Q1	–	Sell	-2,380	Closed	-$302K	–	90
2020 Q4	$302K	Sell	2,380 -3,500	-60%	-$391K	0.01%	71
2020 Q3	$566K	Buy	+5,880	New	+$577K	0.02%	54
2019 Q4	–	Sell	-5,880	Closed	-$692K	–	79
2019 Q3	$692K	Buy	+5,880	New	+$665K	0.02%	54
2019 Q2	–	Sell	-8,380	Closed	-$848K	–	78
2019 Q1	$848K	Sell	8,380 -8,200	-49%	-$845K	0.02%	51
2018 Q4	$1.62M	Buy	+16,580	New	+$1.77M	0.04%	43