Avalon Capital Management’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 | $460K | Buy |
1,587
+71
| +5% | +$20.6K | 0.12% | 85 |
|
|
2025
Q1 | $372K | Hold |
1,516
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $363K | Sell |
1,516
-157
| -9% | -$37.6K | 0.12% | 98 |
|
|
2024
Q3 | $353K | Hold |
1,673
| – | – | 0.11% | 98 |
|
|
2024
Q2 | $338K | Buy |
1,673
+20
| +1% | +$4.05K | 0.11% | 91 |
|
|
2024
Q1 | $331K | Buy |
1,653
+77
| +5% | +$15.4K | 0.14% | 65 |
|
|
2023
Q4 | $268K | Hold |
1,576
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $229K | Buy |
+1,576
| New | +$229K | 0.12% | 61 |
|
|
2018
Q2 | – | Sell |
-12,190
| Closed | -$1.34M | – | 63 |
|
|
2018
Q1 | $1.34M | Sell |
12,190
-75
| -0.6% | -$8.25K | 1.32% | 25 |
|
|
2017
Q4 | $1.31M | Sell |
12,265
-3,635
| -23% | -$389K | 1.17% | 30 |
|
|
2017
Q3 | $1.52M | Sell |
15,900
-50
| -0.3% | -$4.78K | 1.05% | 39 |
|
|
2017
Q2 | $1.46M | Buy |
+15,950
| New | +$1.46M | 1.08% | 36 |
|
|
2014
Q1 | – | Sell |
-7,402
| Closed | -$433K | – | 113 |
|
|
2013
Q4 | $433K | Buy |
+7,402
| New | +$433K | 0.37% | 75 |
|