SRC
Shufro Rose & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Sell |
117,539
-1,475
| -1% | -$362K | 2.32% | 11 |
|
|
2025
Q1 | $29.2M | Sell |
119,014
-2,855
| -2% | -$700K | 2.31% | 11 |
|
|
2024
Q4 | $29.2M | Sell |
121,869
-2,435
| -2% | -$584K | 2.26% | 13 |
|
|
2024
Q3 | $25.1M | Hold |
124,304
| – | – | 2.04% | 17 |
|
|
2024
Q2 | $25.1M | Sell |
124,304
-469
| -0.4% | -$94.9K | 2.04% | 17 |
|
|
2024
Q1 | $25M | Sell |
124,773
-62,708
| -33% | -$12.6M | 2.06% | 15 |
|
|
2023
Q4 | $27.2M | Sell |
187,481
-1,188
| -0.6% | -$172K | 2.58% | 11 |
|
|
2023
Q3 | $27.4M | Sell |
188,669
-3,413
| -2% | -$495K | 2.58% | 11 |
|
|
2023
Q2 | $27.9M | Sell |
192,082
-2,362
| -1% | -$344K | 2.55% | 11 |
|
|
2023
Q1 | $25.3M | Sell |
194,444
-2,913
| -1% | -$380K | 2.35% | 12 |
|
|
2022
Q4 | $26.5M | Buy |
197,357
+660
| +0.3% | +$88.5K | 2.23% | 9 |
|
|
2022
Q3 | $20.6M | Sell |
196,697
-2,516
| -1% | -$263K | 2.05% | 11 |
|
|
2022
Q2 | $22.4M | Buy |
199,213
+2,526
| +1% | +$284K | 1.94% | 13 |
|
|
2022
Q1 | $26.8M | Sell |
196,687
-3,970
| -2% | -$541K | 2.07% | 14 |
|
|
2021
Q4 | $31.8M | Sell |
200,657
-394
| -0.2% | -$62.4K | 2.3% | 12 |
|
|
2021
Q3 | $32.9M | Buy |
201,051
+3,463
| +2% | +$567K | 2.58% | 10 |
|
|
2021
Q2 | $30.7M | Sell |
197,588
-3,157
| -2% | -$491K | 2.31% | 13 |
|
|
2021
Q1 | $30.6M | Sell |
200,745
-856
| -0.4% | -$130K | 2.42% | 12 |
|
|
2020
Q4 | $25.6M | Sell |
201,601
-2,125
| -1% | -$270K | 2.15% | 14 |
|
|
2020
Q3 | $19.6M | Sell |
203,726
-2,714
| -1% | -$261K | 1.89% | 16 |
|
|
2020
Q2 | $19.4M | Buy |
206,440
+42,285
| +26% | +$3.98M | 1.92% | 18 |
|
|
2020
Q1 | $14.8M | Sell |
164,155
-4,276
| -3% | -$385K | 1.76% | 19 |
|
|
2019
Q4 | $23.5M | Sell |
168,431
-3,384
| -2% | -$472K | 2.12% | 11 |
|
|
2019
Q3 | $20.2M | Sell |
171,815
-141
| -0.1% | -$16.6K | 2% | 12 |
|
|
2019
Q2 | $19.2M | Buy |
171,956
+824
| +0.5% | +$92.1K | 1.87% | 14 |
|
|
2019
Q1 | $17.3M | Sell |
171,132
-36,333
| -18% | -$3.68M | 1.73% | 15 |
|
|
2018
Q4 | $20.3M | Sell |
207,465
-2,572
| -1% | -$251K | 2.24% | 7 |
|
|
2018
Q3 | $23.7M | Sell |
210,037
-3,928
| -2% | -$443K | 2.2% | 7 |
|
|
2018
Q2 | $22.3M | Sell |
213,965
-3,453
| -2% | -$360K | 2.13% | 8 |
|
|
2018
Q1 | $23.9M | Sell |
217,418
-347
| -0.2% | -$38.2K | 2.36% | 8 |
|
|
2017
Q4 | $23.3M | Sell |
217,765
-2,099
| -1% | -$224K | 2.29% | 8 |
|
|
2017
Q3 | $21M | Sell |
219,864
-340
| -0.2% | -$32.5K | 2.11% | 10 |
|
|
2017
Q2 | $20.1M | Sell |
220,204
-1,547
| -0.7% | -$141K | 2.15% | 10 |
|
|
2017
Q1 | $19.5M | Sell |
221,751
-1,480
| -0.7% | -$130K | 2.1% | 10 |
|
|
2016
Q4 | $19.3M | Sell |
223,231
-1,092
| -0.5% | -$94.2K | 2.15% | 9 |
|
|
2016
Q3 | $14.9M | Sell |
224,323
-5,170
| -2% | -$344K | 1.67% | 16 |
|
|
2016
Q2 | $14.3M | Sell |
229,493
-2,656
| -1% | -$165K | 1.58% | 16 |
|
|
2016
Q1 | $13.7M | Sell |
232,149
-134
| -0.1% | -$7.94K | 1.54% | 17 |
|
|
2015
Q4 | $15.3M | Sell |
232,283
-2,040
| -0.9% | -$135K | 1.76% | 12 |
|
|
2015
Q3 | $14.3M | Sell |
234,323
-444
| -0.2% | -$27.1K | 1.72% | 13 |
|
|
2015
Q2 | $15.9M | Sell |
234,767
-2,075
| -0.9% | -$141K | 1.69% | 15 |
|
|
2015
Q1 | $14.3M | Sell |
236,842
-1,950
| -0.8% | -$118K | 1.48% | 20 |
|
|
2014
Q4 | $14.9M | Sell |
238,792
-1,371
| -0.6% | -$85.8K | 1.52% | 17 |
|
|
2014
Q3 | $14.5M | Sell |
240,163
-1,045
| -0.4% | -$62.9K | 1.5% | 16 |
|
|
2014
Q2 | $13.9M | Sell |
241,208
-4,393
| -2% | -$253K | 1.43% | 19 |
|
|
2014
Q1 | $14.9M | Sell |
245,601
-878
| -0.4% | -$53.3K | 1.56% | 16 |
|
|
2013
Q4 | $14.4M | Sell |
246,479
-2,015
| -0.8% | -$118K | 1.52% | 18 |
|
|
2013
Q3 | $12.8M | Sell |
248,494
-891
| -0.4% | -$46.1K | 1.46% | 20 |
|
|
2013
Q2 | $13.2M | Buy |
+249,385
| New | +$13.2M | 1.56% | 17 |
|