Applied Finance Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1M	Sell	68,385 -4,986	-7%	-$1.51M	1.51%	25
2025 Q4	$23.6M	Sell	73,371 -4,520	-6%	-$1.4M	1.69%	18
2025 Q3	$24.6M	Sell	77,891 -18,192	-19%	-$5.41M	1.75%	18
2025 Q2	$27.9M	Buy	96,083 +6,681	+7%	+$1.7M	1.9%	16
2025 Q1	$21.9M	Sell	89,402 -140,766	-61%	-$35.9M	1.61%	24
2024 Q4	$55.2M	Buy	230,168 +31,712	+16%	+$7.39M	2.4%	9
2024 Q3	$41.8M	Sell	198,456 -7,475	-4%	-$1.57M	1.79%	25
2024 Q2	$41.7M	Buy	205,931 +52,823	+35%	+$10.3M	1.93%	14
2024 Q1	$30.7M	Buy	153,108 +15,424	+11%	+$2.78M	2.16%	17
2023 Q4	$23.4M	Buy	137,684 +13,184	+11%	+$2M	2.03%	20
2023 Q3	$18.1M	Buy	124,500 +5,073	+4%	+$760K	1.96%	18
2023 Q2	$17.4M	Buy	119,427 +7,762	+7%	+$1.07M	1.97%	18
2023 Q1	$14.6M	Buy	111,665 +558	+0.5%	+$76.5K	1.81%	25
2022 Q4	$14.9M	Buy	+111,107	New	+$14.1M	1.94%	23