Chickasaw 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 | $496K | Hold |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $211K | Buy |
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