Chilton Investment Company’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 | $6.48M | Buy |
22,355
+2,414
| +12% | +$700K | 0.14% | 54 |
|
|
2025
Q1 | $4.89M | Buy |
19,941
+4,421
| +28% | +$1.08M | 0.12% | 63 |
|
|
2024
Q4 | $3.72M | Buy |
15,520
+70
| +0.5% | +$16.8K | 0.1% | 71 |
|
|
2024
Q3 | $3.26M | Sell |
15,450
-40
| -0.3% | -$8.43K | 0.09% | 77 |
|
|
2024
Q2 | $3.13M | Sell |
15,490
-90
| -0.6% | -$18.2K | 0.09% | 73 |
|
|
2024
Q1 | $3.12M | Sell |
15,580
-175
| -1% | -$35.1K | 0.09% | 74 |
|
|
2023
Q4 | $2.68M | Buy |
15,755
+236
| +2% | +$40.1K | 0.08% | 76 |
|
|
2023
Q3 | $2.25M | Sell |
15,519
-910
| -6% | -$132K | 0.07% | 75 |
|
|
2023
Q2 | $2.39M | Buy |
16,429
+2,636
| +19% | +$383K | 0.07% | 72 |
|
|
2023
Q1 | $1.8M | Buy |
13,793
+358
| +3% | +$46.7K | 0.06% | 76 |
|
|
2022
Q4 | $1.8M | Sell |
13,435
-300
| -2% | -$40.2K | 0.06% | 73 |
|
|
2022
Q3 | $1.44M | Sell |
13,735
-103
| -0.7% | -$10.8K | 0.04% | 84 |
|
|
2022
Q2 | $1.56M | Buy |
13,838
+1,260
| +10% | +$142K | 0.04% | 89 |
|
|
2022
Q1 | $1.72M | Sell |
12,578
-5,484
| -30% | -$748K | 0.04% | 76 |
|
|
2021
Q4 | $2.86M | Buy |
18,062
+843
| +5% | +$133K | 0.06% | 69 |
|
|
2021
Q3 | $2.82M | Buy |
17,219
+1,468
| +9% | +$240K | 0.07% | 74 |
|
|
2021
Q2 | $2.45M | Sell |
15,751
-696
| -4% | -$108K | 0.06% | 66 |
|
|
2021
Q1 | $2.5M | Sell |
16,447
-1,287
| -7% | -$196K | 0.07% | 75 |
|
|
2020
Q4 | $2.25M | Sell |
17,734
-2,053
| -10% | -$261K | 0.06% | 69 |
|
|
2020
Q3 | $1.91M | Sell |
19,787
-44,005
| -69% | -$4.24M | 0.06% | 76 |
|
|
2020
Q2 | $6M | Sell |
63,792
-713,542
| -92% | -$67.1M | 0.2% | 46 |
|
|
2020
Q1 | $70M | Buy |
777,334
+7,715
| +1% | +$695K | 2.65% | 14 |
|
|
2019
Q4 | $107M | Buy |
769,619
+19,121
| +3% | +$2.67M | 3.43% | 10 |
|
|
2019
Q3 | $88.3M | Sell |
750,498
-50,974
| -6% | -$6M | 2.95% | 12 |
|
|
2019
Q2 | $89.6M | Buy |
801,472
+17,230
| +2% | +$1.93M | 2.95% | 11 |
|
|
2019
Q1 | $79.4M | Sell |
784,242
-48,606
| -6% | -$4.92M | 2.78% | 12 |
|
|
2018
Q4 | $81.3M | Buy |
832,848
+69,011
| +9% | +$6.74M | 2.98% | 10 |
|
|
2018
Q3 | $86.2M | Buy |
763,837
+75,799
| +11% | +$8.55M | 2.84% | 10 |
|
|
2018
Q2 | $71.7M | Buy |
688,038
+672,981
| +4,470% | +$70.1M | 2.52% | 11 |
|
|
2018
Q1 | $1.66M | Buy |
15,057
+531
| +4% | +$58.4K | 0.06% | 89 |
|
|
2017
Q4 | $1.55M | Sell |
14,526
-8
| -0.1% | -$855 | 0.06% | 82 |
|
|
2017
Q3 | $1.39M | Sell |
14,534
-82,214
| -85% | -$7.85M | 0.05% | 87 |
|
|
2017
Q2 | $8.84M | Buy |
96,748
+89,212
| +1,184% | +$8.15M | 0.34% | 53 |
|
|
2017
Q1 | $662K | Hold |
7,536
| – | – | 0.03% | 101 |
|
|
2016
Q4 | $650K | Buy |
+7,536
| New | +$650K | 0.03% | 93 |
|