Shoker Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.42M | Sell |
21,820
-1,494
| -6% | -$453K | 1.91% | 11 |
|
|
2025
Q4 | $7.51M | Sell |
23,314
-660
| -3% | -$204K | 2.2% | 9 |
|
|
2025
Q3 | $7.56M | Sell |
23,974
-63
| -0.3% | -$18.7K | 2.23% | 8 |
|
|
2025
Q2 | $6.97M | Sell |
24,037
-173
| -0.7% | -$44.1K | 2.18% | 7 |
|
|
2025
Q1 | $5.94M | Sell |
24,210
-18
| -0.1% | -$4.59K | 2.01% | 8 |
|
|
2024
Q4 | $5.81M | Buy |
24,228
+164
| +0.7% | +$38.2K | 1.96% | 9 |
|
|
2024
Q3 | $5.07M | Sell |
24,064
-359
| -1% | -$75.6K | 1.71% | 13 |
|
|
2024
Q2 | $4.94M | Sell |
24,423
-1,298
| -5% | -$254K | 1.74% | 13 |
|
|
2024
Q1 | $5.12M | Sell |
25,721
-93
| -0.4% | -$16.8K | 1.83% | 12 |
|
|
2023
Q4 | $4.39M | Buy |
25,814
+30
| +0.1% | +$4.55K | 1.7% | 12 |
|
|
2023
Q3 | $3.74M | Sell |
25,784
-158
| -0.6% | -$23.7K | 1.62% | 14 |
|
|
2023
Q2 | $3.77M | Buy |
25,942
+211
| +0.8% | +$29K | 1.58% | 16 |
|
|
2023
Q1 | $3.35M | Hold |
25,731
| – | – | 1.46% | 17 |
|
|
2022
Q4 | $3.45M | Sell |
25,731
-882
| -3% | -$112K | 1.55% | 16 |
|
|
2022
Q3 | $2.78M | Buy |
26,613
+1,162
| +5% | +$133K | 1.46% | 21 |
|
|
2022
Q2 | $2.87M | Sell |
25,451
-1,263
| -5% | -$156K | 1.52% | 18 |
|
|
2022
Q1 | $3.64M | Buy |
26,714
+271
| +1% | +$40K | 1.81% | 11 |
|
|
2021
Q4 | $4.19M | Buy |
26,443
+63
| +0.2% | +$10.3K | 1.92% | 11 |
|
|
2021
Q3 | $4.32M | Buy |
26,380
+16
| +0.1% | +$2.51K | 2.15% | 10 |
|
|
2021
Q2 | $4.1M | Buy |
26,364
+236
| +0.9% | +$37.1K | 2.05% | 10 |
|
|
2021
Q1 | $3.98M | Sell |
26,128
-387
| -1% | -$55.7K | 2.09% | 9 |
|
|
2020
Q4 | $3.37M | Buy |
26,515
+285
| +1% | +$31.9K | 1.89% | 10 |
|
|
2020
Q3 | $2.52M | Sell |
26,230
-74
| -0.3% | -$7.27K | 1.65% | 15 |
|
|
2020
Q2 | $2.47M | Sell |
26,304
-1,046
| -4% | -$99.2K | 1.72% | 16 |
|
|
2020
Q1 | $2.46M | Buy |
27,350
+1,465
| +6% | +$178K | 2.07% | 10 |
|
|
2019
Q4 | $3.61M | Buy |
25,885
+226
| +0.9% | +$29K | 2.4% | 8 |
|
|
2019
Q3 | $3.02M | Buy |
25,659
+125
| +0.5% | +$14.1K | 2.17% | 10 |
|
|
2019
Q2 | $2.85M | Buy |
25,534
+221
| +0.9% | +$24.4K | 2.08% | 9 |
|
|
2019
Q1 | $2.56M | Buy |
25,313
+598
| +2% | +$61.6K | 1.89% | 14 |
|
|
2018
Q4 | $2.41M | Buy |
24,715
+191
| +0.8% | +$20.4K | 2.02% | 10 |
|
|
2018
Q3 | $2.77M | Sell |
24,524
-194
| -0.8% | -$22K | 2.01% | 10 |
|
|
2018
Q2 | $2.58M | Sell |
24,718
-547
| -2% | -$60K | 1.92% | 10 |
|
|
2018
Q1 | $2.78M | Sell |
25,265
-117
| -0.5% | -$13.2K | 2.11% | 10 |
|
|
2017
Q4 | $2.71M | Sell |
25,382
-731
| -3% | -$74K | 1.96% | 11 |
|
|
2017
Q3 | $2.49M | Sell |
26,113
-831
| -3% | -$76.6K | 1.89% | 13 |
|
|
2017
Q2 | $2.46M | Buy |
26,944
+1,229
| +5% | +$106K | 1.93% | 14 |
|
|
2017
Q1 | $2.26M | Sell |
25,715
-1,462
| -5% | -$129K | 1.9% | 14 |
|
|
2016
Q4 | $2.35M | Sell |
27,177
-145
| -0.5% | -$11.1K | 1.94% | 12 |
|
|
2016
Q3 | $1.82M | Buy |
27,322
+2,417
| +10% | +$158K | 1.54% | 18 |
|
|
2016
Q2 | $1.55M | Sell |
24,905
-514
| -2% | -$32.1K | 1.37% | 21 |
|
|
2016
Q1 | $1.5M | Sell |
25,419
-415
| -2% | -$24.2K | 1.42% | 20 |
|
|
2015
Q4 | $1.71M | Sell |
25,834
-142
| -0.5% | -$9.25K | 1.7% | 15 |
|
|
2015
Q3 | $1.58M | Sell |
25,976
-673
| -3% | -$44.1K | 1.67% | 17 |
|
|
2015
Q2 | $1.8M | Sell |
26,649
-1,296
| -5% | -$84.6K | 1.7% | 15 |
|
|
2015
Q1 | $1.69M | Sell |
27,945
-1,865
| -6% | -$110K | 1.61% | 17 |
|
|
2014
Q4 | $1.86M | Buy |
29,810
+1,962
| +7% | +$118K | 1.73% | 15 |
|
|
2014
Q3 | $1.68M | Sell |
27,848
-2,361
| -8% | -$138K | 1.55% | 16 |
|
|
2014
Q2 | $1.74M | Buy |
30,209
+310
| +1% | +$17.4K | 1.54% | 19 |
|
|
2014
Q1 | $1.81M | Sell |
29,899
-149
| -0.5% | -$8.61K | 1.7% | 13 |
|
|
2013
Q4 | $1.76M | Buy |
+30,048
| New | +$1.65M | 1.62% | 15 |
|
Other funds holding JPM
VCM
VPM
Shoker Investment Counsel's JPM Position: Q1 2026 in Review
Shoker Investment Counsel reduced its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, selling an estimated $453K and leaving 21,820 shares worth $6.42M. The position accounts for 1.91% of the portfolio, ranked #11.
Shoker Investment Counsel first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.56M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Shoker Investment Counsel held 21,820 shares of JPMorgan Chase worth $6.42M as of Q1 2026.
- Shoker Investment Counsel sold 1,494 JPMorgan Chase shares in Q1 2026, an estimated $453K.
- JPMorgan Chase made up 1.91% of Shoker Investment Counsel's portfolio in Q1 2026, its #11 holding.
- Shoker Investment Counsel first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
- Shoker Investment Counsel's JPMorgan Chase position peaked at $7.56M in Q3 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.