Shapiro Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$186K | 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% | -$145K | 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% | -$104K | 0.01% | 57 |
|
|
2022
Q2 | $550K | Buy |
4,880
+2,000
| +69% | +$225K | 0.01% | 50 |
|
|
2022
Q1 | $393K | Buy |
+2,880
| New | +$393K | 0.01% | 67 |
|
|
2021
Q1 | – | Sell |
-2,380
| Closed | -$302K | – | 90 |
|
|
2020
Q4 | $302K | Sell |
2,380
-3,500
| -60% | -$445K | 0.01% | 71 |
|
|
2020
Q3 | $566K | Buy |
+5,880
| New | +$566K | 0.02% | 54 |
|
|
2019
Q4 | – | Sell |
-5,880
| Closed | -$692K | – | 79 |
|
|
2019
Q3 | $692K | Buy |
+5,880
| New | +$692K | 0.02% | 54 |
|
|
2019
Q2 | – | Sell |
-8,380
| Closed | -$848K | – | 78 |
|
|
2019
Q1 | $848K | Sell |
8,380
-8,200
| -49% | -$830K | 0.02% | 51 |
|
|
2018
Q4 | $1.62M | Buy |
+16,580
| New | +$1.62M | 0.04% | 43 |
|