Archon 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 | $23.2M | Hold |
80,000
| – | – | 2.68% | 16 |
|
2025
Q1 | $19.6M | Hold |
80,000
| – | – | 2.38% | 18 |
|
2024
Q4 | $19.2M | Hold |
80,000
| – | – | 2.23% | 17 |
|
2024
Q3 | $16.9M | Hold |
80,000
| – | – | 1.95% | 19 |
|
2024
Q2 | $16.2M | Hold |
80,000
| – | – | 2.08% | 18 |
|
2024
Q1 | $16M | Hold |
80,000
| – | – | 1.96% | 20 |
|
2023
Q4 | $13.6M | Buy |
80,000
+2,000
| +3% | +$340K | 1.88% | 20 |
|
2023
Q3 | $11.3M | Buy |
+78,000
| New | +$11.3M | 1.77% | 21 |
|
2020
Q2 | – | Sell |
-109,500
| Closed | -$9.86M | – | 57 |
|
2020
Q1 | $9.86M | Buy |
109,500
+43,500
| +66% | +$3.92M | 2.13% | 21 |
|
2019
Q4 | $9.2M | Buy |
66,000
+11,500
| +21% | +$1.6M | 1.57% | 30 |
|
2019
Q3 | $6.41M | Buy |
+54,500
| New | +$6.41M | 1.24% | 34 |
|
2015
Q3 | – | Sell |
-57,000
| Closed | -$3.86M | – | 62 |
|
2015
Q2 | $3.86M | Buy |
+57,000
| New | +$3.86M | 1% | 42 |
|