Avalon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Hold |
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|
2025
Q2 | $460K | Buy |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $1.46M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $433K | Buy |
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