Shikiar 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
Q3 | $962K | Buy |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $753K | Hold |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $438K | Sell |
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|
2014
Q1 | $977K | Sell |
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|
2013
Q4 | $1.19M | Hold |
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|
2013
Q3 | $1.05M | Sell |
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|
2013
Q2 | $1.09M | Buy |
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