Shikiar Asset 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 | $838K | Buy |
2,891
+500
| +21% | +$145K | 0.23% | 57 |
|
|
2025
Q1 | $587K | Sell |
2,391
-750
| -24% | -$184K | 0.18% | 55 |
|
|
2024
Q4 | $753K | Hold |
3,141
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $662K | Hold |
3,141
| – | – | 0.17% | 55 |
|
|
2024
Q2 | $635K | Buy |
3,141
+151
| +5% | +$30.5K | 0.17% | 49 |
|
|
2024
Q1 | $599K | Buy |
2,990
+950
| +47% | +$190K | 0.17% | 50 |
|
|
2023
Q4 | $347K | Sell |
2,040
-23
| -1% | -$3.91K | 0.11% | 59 |
|
|
2023
Q3 | $299K | Hold |
2,063
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $300K | Buy |
2,063
+73
| +4% | +$10.6K | 0.1% | 63 |
|
|
2023
Q1 | $259K | Buy |
+1,990
| New | +$259K | 0.09% | 66 |
|
|
2022
Q3 | – | Sell |
-1,820
| Closed | -$205K | – | 88 |
|
|
2022
Q2 | $205K | Sell |
1,820
-250
| -12% | -$28.2K | 0.08% | 85 |
|
|
2022
Q1 | $282K | Hold |
2,070
| – | – | 0.08% | 85 |
|
|
2021
Q4 | $328K | Hold |
2,070
| – | – | 0.08% | 81 |
|
|
2021
Q3 | $339K | Hold |
2,070
| – | – | 0.1% | 78 |
|
|
2021
Q2 | $322K | Hold |
2,070
| – | – | 0.09% | 78 |
|
|
2021
Q1 | $315K | Hold |
2,070
| – | – | 0.11% | 71 |
|
|
2020
Q4 | $263K | Buy |
+2,070
| New | +$263K | 0.09% | 72 |
|
|
2020
Q1 | – | Sell |
-1,900
| Closed | -$265K | – | 92 |
|
|
2019
Q4 | $265K | Buy |
+1,900
| New | +$265K | 0.09% | 81 |
|
|
2014
Q3 | – | Sell |
-7,600
| Closed | -$438K | – | 109 |
|
|
2014
Q2 | $438K | Sell |
7,600
-8,500
| -53% | -$490K | 0.18% | 83 |
|
|
2014
Q1 | $977K | Sell |
16,100
-4,200
| -21% | -$255K | 0.43% | 56 |
|
|
2013
Q4 | $1.19M | Hold |
20,300
| – | – | 0.52% | 49 |
|
|
2013
Q3 | $1.05M | Sell |
20,300
-300
| -1% | -$15.5K | 0.52% | 53 |
|
|
2013
Q2 | $1.09M | Buy |
+20,600
| New | +$1.09M | 0.54% | 49 |
|