Zuckerman Investment Group’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 | $18M | Buy |
61,939
+1,373
| +2% | +$398K | 1.74% | 24 |
|
|
2025
Q1 | $14.9M | Sell |
60,566
-735
| -1% | -$180K | 1.59% | 28 |
|
|
2024
Q4 | $16.4M | Buy |
61,301
+728
| +1% | +$194K | 1.57% | 25 |
|
|
2024
Q3 | $12.8M | Buy |
60,573
+100
| +0.2% | +$21.1K | 1.31% | 32 |
|
|
2024
Q2 | $12.2M | Sell |
60,473
-40
| -0.1% | -$8.09K | 1.41% | 31 |
|
|
2024
Q1 | $12.1M | Sell |
60,513
-10
| -0% | -$2K | 1.37% | 33 |
|
|
2023
Q4 | $10.3M | Sell |
60,523
-46
| -0.1% | -$7.83K | 1.33% | 33 |
|
|
2023
Q3 | $8.78M | Buy |
60,569
+381
| +0.6% | +$55.3K | 1.26% | 31 |
|
|
2023
Q2 | $8.75M | Sell |
60,188
-179
| -0.3% | -$26K | 1.25% | 31 |
|
|
2023
Q1 | $7.87M | Buy |
60,367
+261
| +0.4% | +$34K | 1.19% | 32 |
|
|
2022
Q4 | $8.06M | Buy |
60,106
+914
| +2% | +$123K | 1.27% | 29 |
|
|
2022
Q3 | $6.19M | Buy |
59,192
+26,321
| +80% | +$2.75M | 1.16% | 32 |
|
|
2022
Q2 | $3.7M | Buy |
32,871
+2,484
| +8% | +$280K | 0.67% | 44 |
|
|
2022
Q1 | $4.14M | Buy |
30,387
+345
| +1% | +$47K | 0.67% | 46 |
|
|
2021
Q4 | $4.76M | Buy |
30,042
+340
| +1% | +$53.8K | 0.74% | 46 |
|
|
2021
Q3 | $4.86M | Sell |
29,702
-303
| -1% | -$49.6K | 0.81% | 46 |
|
|
2021
Q2 | $4.67M | Sell |
30,005
-352
| -1% | -$54.8K | 0.74% | 47 |
|
|
2021
Q1 | $4.62M | Buy |
30,357
+1,005
| +3% | +$153K | 0.76% | 45 |
|
|
2020
Q4 | $3.73M | Buy |
29,352
+8
| +0% | +$1.02K | 0.69% | 46 |
|
|
2020
Q3 | $2.83M | Sell |
29,344
-443
| -1% | -$42.6K | 0.63% | 45 |
|
|
2020
Q2 | $2.8M | Buy |
29,787
+27,347
| +1,121% | +$2.57M | 0.66% | 43 |
|
|
2020
Q1 | $220K | Sell |
2,440
-206
| -8% | -$18.6K | 0.06% | 63 |
|
|
2019
Q4 | $369K | Hold |
2,646
| – | – | 0.08% | 52 |
|
|
2019
Q3 | $311K | Buy |
2,646
+75
| +3% | +$8.82K | 0.07% | 57 |
|
|
2019
Q2 | $287K | Hold |
2,571
| – | – | 0.06% | 57 |
|
|
2019
Q1 | $260K | Sell |
2,571
-260
| -9% | -$26.3K | 0.06% | 57 |
|
|
2018
Q4 | $276K | Sell |
2,831
-40
| -1% | -$3.9K | 0.08% | 50 |
|
|
2018
Q3 | $324K | Buy |
2,871
+175
| +6% | +$19.7K | 0.07% | 52 |
|
|
2018
Q2 | $281K | Sell |
2,696
-120
| -4% | -$12.5K | 0.07% | 50 |
|
|
2018
Q1 | $310K | Sell |
2,816
-621
| -18% | -$68.4K | 0.08% | 49 |
|
|
2017
Q4 | $368K | Sell |
3,437
-158
| -4% | -$16.9K | 0.09% | 47 |
|
|
2017
Q3 | $343K | Hold |
3,595
| – | – | 0.08% | 44 |
|
|
2017
Q2 | $329K | Buy |
3,595
+240
| +7% | +$22K | 0.09% | 45 |
|
|
2017
Q1 | $295K | Buy |
3,355
+524
| +19% | +$46.1K | 0.07% | 53 |
|
|
2016
Q4 | $244K | Buy |
+2,831
| New | +$244K | 0.06% | 53 |
|