YCM
Yousif Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Sell |
374,921
-7,061
| -2% | -$2.05M | 1.17% | 9 |
|
|
2025
Q1 | $93.7M | Sell |
381,982
-7,599
| -2% | -$1.86M | 1.09% | 9 |
|
|
2024
Q4 | $93.4M | Sell |
389,581
-19,916
| -5% | -$4.77M | 1.03% | 11 |
|
|
2024
Q3 | $86.3M | Sell |
409,497
-9,508
| -2% | -$2M | 0.94% | 11 |
|
|
2024
Q2 | $84.7M | Sell |
419,005
-11,546
| -3% | -$2.34M | 0.96% | 10 |
|
|
2024
Q1 | $86.2M | Sell |
430,551
-4,555
| -1% | -$912K | 0.96% | 9 |
|
|
2023
Q4 | $74M | Sell |
435,106
-19,904
| -4% | -$3.39M | 0.87% | 10 |
|
|
2023
Q3 | $66M | Sell |
455,010
-20,321
| -4% | -$2.95M | 0.84% | 11 |
|
|
2023
Q2 | $69.1M | Buy |
475,331
+351
| +0.1% | +$51K | 0.84% | 11 |
|
|
2023
Q1 | $61.9M | Sell |
474,980
-24,833
| -5% | -$3.24M | 0.81% | 11 |
|
|
2022
Q4 | $67M | Buy |
499,813
+16,249
| +3% | +$2.18M | 0.88% | 10 |
|
|
2022
Q3 | $50.5M | Sell |
483,564
-7,692
| -2% | -$804K | 0.72% | 13 |
|
|
2022
Q2 | $55.3M | Sell |
491,256
-14,685
| -3% | -$1.65M | 0.73% | 14 |
|
|
2022
Q1 | $69M | Buy |
505,941
+5,822
| +1% | +$794K | 0.75% | 12 |
|
|
2021
Q4 | $79.2M | Buy |
+500,119
| New | +$79.2M | 0.82% | 10 |
|