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