Chapman Investment 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	$2.8M	Hold	9,521	–	–	2.31%	16
2025 Q4	$3.07M	Sell	9,521 -3,600	-27%	-$1.11M	2.24%	16
2025 Q3	$4.14M	Hold	13,121	–	–	2.94%	13
2025 Q2	$3.8M	Hold	13,121	–	–	2.65%	13
2025 Q1	$3.22M	Buy	13,121 +74	+0.6%	+$18.9K	2.4%	16
2024 Q4	$3.13M	Hold	13,047	–	–	2.33%	16
2024 Q3	$2.75M	Hold	13,047	–	–	2.01%	17
2024 Q2	$2.64M	Sell	13,047 -134	-1%	-$26.2K	2.01%	18
2024 Q1	$2.64M	Sell	13,181 -546	-4%	-$98.5K	1.95%	18
2023 Q4	$2.33M	Hold	13,727	–	–	1.78%	19
2023 Q3	$1.99M	Sell	13,727 -235	-2%	-$35.2K	1.69%	21
2023 Q2	$2.03M	Sell	13,962 -350	-2%	-$48.1K	1.61%	23
2023 Q1	$1.86M	Sell	14,312 -146	-1%	-$20K	1.53%	22
2022 Q4	$1.94M	Hold	14,458	–	–	1.77%	21
2022 Q3	$1.51M	Buy	14,458 +50	+0.3%	+$5.74K	1.11%	25
2022 Q2	$1.62M	Hold	14,408	–	–	1.12%	26
2022 Q1	$1.96M	Hold	14,408	–	–	1.05%	26
2021 Q4	$2.28M	Buy	14,408 +750	+5%	+$123K	1.04%	26
2021 Q3	$2.24M	Buy	13,658 +1,000	+8%	+$157K	1.16%	24
2021 Q2	$1.97M	Hold	12,658	–	–	1.09%	24
2021 Q1	$1.93M	Sell	12,658 -141	-1%	-$20.3K	1.21%	23
2020 Q4	$1.63M	Sell	12,799 -216	-2%	-$24.1K	1.06%	25
2020 Q3	$1.25M	Hold	13,015	–	–	0.93%	27
2020 Q2	$1.22M	Hold	13,015	–	–	1%	26
2020 Q1	$1.17M	Buy	13,015 +6,140	+89%	+$746K	1.25%	25
2019 Q4	$958K	Buy	+6,875	New	+$882K	0.88%	26