Chickasaw 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 | $455K | Sell |
1,571
-240
| -13% | -$69.5K | 0.02% | 70 |
|
|
2025
Q1 | $444K | Sell |
1,811
-15
| -0.8% | -$3.68K | 0.02% | 68 |
|
|
2024
Q4 | $438K | Hold |
1,826
| – | – | 0.02% | 67 |
|
|
2024
Q3 | $385K | Hold |
1,826
| – | – | 0.02% | 70 |
|
|
2024
Q2 | $369K | Hold |
1,826
| – | – | 0.02% | 73 |
|
|
2024
Q1 | $366K | Buy |
1,826
+251
| +16% | +$50.3K | 0.02% | 73 |
|
|
2023
Q4 | $268K | Buy |
1,575
+75
| +5% | +$12.8K | 0.01% | 81 |
|
|
2023
Q3 | $218K | Hold |
1,500
| – | – | 0.01% | 79 |
|
|
2023
Q2 | $218K | Buy |
+1,500
| New | +$218K | 0.01% | 81 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$201K | – | 85 |
|
|
2022
Q4 | $201K | Sell |
1,500
-500
| -25% | -$67K | 0.01% | 81 |
|
|
2022
Q3 | $209K | Hold |
2,000
| – | – | 0.01% | 78 |
|
|
2022
Q2 | $225K | Hold |
2,000
| – | – | 0.01% | 77 |
|
|
2022
Q1 | $273K | Hold |
2,000
| – | – | 0.01% | 77 |
|
|
2021
Q4 | $317K | Hold |
2,000
| – | – | 0.02% | 76 |
|
|
2021
Q3 | $327K | Hold |
2,000
| – | – | 0.02% | 73 |
|
|
2021
Q2 | $311K | Hold |
2,000
| – | – | 0.01% | 74 |
|
|
2021
Q1 | $304K | Hold |
2,000
| – | – | 0.02% | 75 |
|
|
2020
Q4 | $254K | Buy |
+2,000
| New | +$254K | 0.01% | 76 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$279K | – | 80 |
|
|
2019
Q4 | $279K | Hold |
2,000
| – | – | 0.01% | 77 |
|
|
2019
Q3 | $235K | Buy |
+2,000
| New | +$235K | 0.01% | 78 |
|
|
2018
Q4 | – | Sell |
-1,975
| Closed | -$223K | – | 100 |
|
|
2018
Q3 | $223K | Hold |
1,975
| – | – | ﹤0.01% | 101 |
|
|
2018
Q2 | $206K | Hold |
1,975
| – | – | ﹤0.01% | 100 |
|
|
2018
Q1 | $217K | Hold |
1,975
| – | – | 0.01% | 99 |
|
|
2017
Q4 | $211K | Buy |
+1,975
| New | +$211K | ﹤0.01% | 99 |
|