Americana Partners’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 | $59.8M | Buy |
206,167
+2,541
| +1% | +$737K | 2.06% | 5 |
|
|
2025
Q1 | $49.9M | Buy |
203,626
+6,595
| +3% | +$1.62M | 1.94% | 6 |
|
|
2024
Q4 | $47.2M | Buy |
197,031
+166,436
| +544% | +$39.9M | 1.93% | 7 |
|
|
2024
Q3 | $6.45M | Buy |
30,595
+268
| +0.9% | +$56.5K | 0.44% | 61 |
|
|
2024
Q2 | $6.13M | Buy |
30,327
+508
| +2% | +$103K | 0.48% | 54 |
|
|
2024
Q1 | $5.97M | Buy |
29,819
+309
| +1% | +$61.9K | 0.5% | 56 |
|
|
2023
Q4 | $5.2M | Sell |
29,510
-1,098
| -4% | -$193K | 0.5% | 55 |
|
|
2023
Q3 | $4.4M | Sell |
30,608
-2,075
| -6% | -$298K | 0.48% | 58 |
|
|
2023
Q2 | $4.75M | Buy |
32,683
+2,969
| +10% | +$432K | 0.61% | 39 |
|
|
2023
Q1 | $3.87M | Buy |
29,714
+376
| +1% | +$49K | 0.61% | 40 |
|
|
2022
Q4 | $3.94M | Buy |
29,338
+406
| +1% | +$54.5K | 0.68% | 38 |
|
|
2022
Q3 | $3.01M | Sell |
28,932
-908
| -3% | -$94.5K | 0.54% | 49 |
|
|
2022
Q2 | $3.32M | Buy |
29,840
+1,471
| +5% | +$163K | 0.59% | 52 |
|
|
2022
Q1 | $2.39M | Buy |
28,369
+1,902
| +7% | +$160K | 0.73% | 32 |
|
|
2021
Q4 | $4.19M | Sell |
26,467
-174
| -0.7% | -$27.6K | 0.76% | 35 |
|
|
2021
Q3 | $4.36M | Buy |
26,641
+9,322
| +54% | +$1.53M | 1.05% | 18 |
|
|
2021
Q2 | $2.69M | Sell |
17,319
-24
| -0.1% | -$3.73K | 1.37% | 16 |
|
|
2021
Q1 | $2.64M | Sell |
17,343
-194
| -1% | -$29.5K | 1.63% | 13 |
|
|
2020
Q4 | $2.23M | Buy |
17,537
+612
| +4% | +$77.8K | 1.71% | 13 |
|
|
2020
Q3 | $1.63M | Buy |
16,925
+562
| +3% | +$54.1K | 1.48% | 16 |
|
|
2020
Q2 | $1.54M | Sell |
16,363
-2,799
| -15% | -$263K | 1.15% | 22 |
|
|
2020
Q1 | $1.73M | Buy |
19,162
+5,682
| +42% | +$512K | 1.76% | 17 |
|
|
2019
Q4 | $1.88M | Buy |
+13,480
| New | +$1.88M | 1.05% | 23 |
|