SKBA 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 | $1.27M | Sell |
4,387
-270
| -6% | -$78.3K | 0.18% | 57 |
|
|
2025
Q1 | $1.14M | Hold |
4,657
| – | – | 0.17% | 60 |
|
|
2024
Q4 | $1.12M | Sell |
4,657
-610
| -12% | -$146K | 0.18% | 59 |
|
|
2024
Q3 | $1.11M | Sell |
5,267
-75
| -1% | -$15.8K | 0.16% | 58 |
|
|
2024
Q2 | $1.08M | Sell |
5,342
-270
| -5% | -$54.6K | 0.17% | 56 |
|
|
2024
Q1 | $1.12M | Hold |
5,612
| – | – | 0.18% | 55 |
|
|
2023
Q4 | $955K | Sell |
5,612
-120
| -2% | -$20.4K | 0.16% | 54 |
|
|
2023
Q3 | $831K | Sell |
5,732
-200
| -3% | -$29K | 0.15% | 56 |
|
|
2023
Q2 | $863K | Hold |
5,932
| – | – | 0.16% | 56 |
|
|
2023
Q1 | $773K | Hold |
5,932
| – | – | 0.14% | 56 |
|
|
2022
Q4 | $795K | Buy |
5,932
+300
| +5% | +$40.2K | 0.15% | 55 |
|
|
2022
Q3 | $589K | Sell |
5,632
-250
| -4% | -$26.1K | 0.12% | 53 |
|
|
2022
Q2 | $662K | Sell |
5,882
-100
| -2% | -$11.3K | 0.13% | 54 |
|
|
2022
Q1 | $815K | Sell |
5,982
-200
| -3% | -$27.2K | 0.15% | 53 |
|
|
2021
Q4 | $979K | Sell |
6,182
-100
| -2% | -$15.8K | 0.18% | 52 |
|
|
2021
Q3 | $1.03M | Sell |
6,282
-100
| -2% | -$16.4K | 0.21% | 53 |
|
|
2021
Q2 | $993K | Buy |
6,382
+220
| +4% | +$34.2K | 0.19% | 53 |
|
|
2021
Q1 | $938K | Sell |
6,162
-420
| -6% | -$63.9K | 0.15% | 54 |
|
|
2020
Q4 | $836K | Hold |
6,582
| – | – | 0.14% | 55 |
|
|
2020
Q3 | $634K | Sell |
6,582
-100
| -1% | -$9.63K | 0.13% | 58 |
|
|
2020
Q2 | $629K | Sell |
6,682
-100
| -1% | -$9.41K | 0.12% | 55 |
|
|
2020
Q1 | $611K | Hold |
6,782
| – | – | 0.14% | 54 |
|
|
2019
Q4 | $945K | Sell |
6,782
-600
| -8% | -$83.6K | 0.15% | 51 |
|
|
2019
Q3 | $869K | Hold |
7,382
| – | – | 0.14% | 54 |
|
|
2019
Q2 | $825K | Hold |
7,382
| – | – | 0.13% | 55 |
|
|
2019
Q1 | $747K | Sell |
7,382
-1,100
| -13% | -$111K | 0.12% | 51 |
|
|
2018
Q4 | $828K | Sell |
8,482
-137,050
| -94% | -$13.4M | 0.13% | 54 |
|
|
2018
Q3 | $16.4M | Sell |
145,532
-500
| -0.3% | -$56.4K | 2.13% | 17 |
|
|
2018
Q2 | $15.2M | Sell |
146,032
-1,100
| -0.7% | -$115K | 2.05% | 17 |
|
|
2018
Q1 | $16.2M | Sell |
147,132
-3,300
| -2% | -$363K | 2.19% | 16 |
|
|
2017
Q4 | $16.1M | Sell |
150,432
-1,800
| -1% | -$192K | 2.24% | 14 |
|
|
2017
Q3 | $14.5M | Sell |
152,232
-1,200
| -0.8% | -$115K | 2.09% | 19 |
|
|
2017
Q2 | $14M | Sell |
153,432
-21,100
| -12% | -$1.93M | 2.12% | 19 |
|
|
2017
Q1 | $15.3M | Sell |
174,532
-36,750
| -17% | -$3.23M | 2.04% | 20 |
|
|
2016
Q4 | $18.2M | Sell |
211,282
-30,750
| -13% | -$2.65M | 2.15% | 20 |
|
|
2016
Q3 | $16.1M | Buy |
242,032
+23,800
| +11% | +$1.58M | 1.8% | 26 |
|
|
2016
Q2 | $13.6M | Sell |
218,232
-400
| -0.2% | -$24.9K | 1.32% | 39 |
|
|
2016
Q1 | $12.9M | Sell |
218,632
-3,400
| -2% | -$201K | 1.3% | 40 |
|
|
2015
Q4 | $14.7M | Buy |
222,032
+400
| +0.2% | +$26.4K | 1.49% | 35 |
|
|
2015
Q3 | $13.5M | Buy |
221,632
+50,600
| +30% | +$3.09M | 1.16% | 36 |
|
|
2015
Q2 | $11.6M | Sell |
171,032
-3,200
| -2% | -$217K | 0.91% | 45 |
|
|
2015
Q1 | $10.6M | Sell |
174,232
-155,800
| -47% | -$9.44M | 0.82% | 44 |
|
|
2014
Q4 | $20.7M | Sell |
330,032
-4,800
| -1% | -$300K | 1.59% | 29 |
|
|
2014
Q3 | $20.2M | Sell |
334,832
-16,200
| -5% | -$976K | 1.67% | 30 |
|
|
2014
Q2 | $20.2M | Sell |
351,032
-47,600
| -12% | -$2.74M | 1.79% | 27 |
|
|
2014
Q1 | $24.2M | Buy |
398,632
+82,400
| +26% | +$5M | 2.25% | 20 |
|
|
2013
Q4 | $18.5M | Sell |
316,232
-4,200
| -1% | -$246K | 2.16% | 18 |
|
|
2013
Q3 | $16.6M | Sell |
320,432
-6,000
| -2% | -$310K | 2.01% | 16 |
|
|
2013
Q2 | $17.2M | Buy |
+326,432
| New | +$17.2M | 2.03% | 17 |
|