Consulta’s JPMorgan Chase JPM Stock Holding History

Consulta’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-150,000	Closed	-$36M	–	12
2024 Q4	$36M	Sell	150,000 -200,000	-57%	-$47.9M	2.35%	13
2024 Q3	$73.8M	Sell	350,000 -150,000	-30%	-$31.6M	4.56%	12
2024 Q2	$101M	Sell	500,000 -100,000	-17%	-$20.2M	6.89%	7
2024 Q1	$120M	Hold	600,000	–	–	7.74%	6
2023 Q4	$102M	Sell	600,000 -150,000	-20%	-$25.5M	6.72%	8
2023 Q3	$109M	Hold	750,000	–	–	7.81%	6
2023 Q2	$109M	Buy	750,000 +200,000	+36%	+$29.1M	7.58%	7
2023 Q1	$71.7M	Hold	550,000	–	–	5.64%	11
2022 Q4	$73.8M	Buy	+550,000	New	+$73.8M	6.33%	8
2021 Q3	–	Sell	-717,500	Closed	-$112M	–	11
2021 Q2	$112M	Sell	717,500 -432,500	-38%	-$67.3M	5.26%	9
2021 Q1	$175M	Sell	1,150,000 -850,000	-43%	-$129M	9.02%	7
2020 Q4	$254M	Hold	2,000,000	–	–	13.78%	2
2020 Q3	$193M	Buy	2,000,000 +1,150,000	+135%	+$111M	12.89%	3
2020 Q2	$80M	Buy	850,000 +100,000	+13%	+$9.41M	6.04%	10
2020 Q1	$67.5M	Buy	+750,000	New	+$67.5M	5.56%	9
2019 Q4	–	Sell	-400,000	Closed	-$47.1M	–	14
2019 Q3	$47.1M	Sell	400,000 -350,000	-47%	-$41.2M	4.04%	10
2019 Q2	$83.9M	Hold	750,000	–	–	7.38%	5
2019 Q1	$75.9M	Hold	750,000	–	–	7.53%	5
2018 Q4	$73.2M	Buy	750,000 +255,000	+52%	+$24.9M	7.22%	5
2018 Q3	$55.9M	Buy	495,000 +95,000	+24%	+$10.7M	5.23%	10
2018 Q2	$41.7M	Hold	400,000	–	–	4.15%	11
2018 Q1	$44M	Hold	400,000	–	–	4.47%	11
2017 Q4	$42.8M	Buy	400,000 +100,000	+33%	+$10.7M	5.05%	10
2017 Q3	$28.7M	Hold	300,000	–	–	3.84%	10
2017 Q2	$27.4M	Buy	+300,000	New	+$27.4M	3.34%	13
2016 Q3	–	Sell	-350,000	Closed	-$21.7M	–	15
2016 Q2	$21.7M	Buy	+350,000	New	+$21.7M	2.76%	11
2014 Q1	–	Sell	-662,939	Closed	-$38.8M	–	19
2013 Q4	$38.8M	Sell	662,939 -706,052	-52%	-$41.3M	5.63%	8
2013 Q3	$70.8M	Buy	1,368,991 +195,224	+17%	+$10.1M	10.84%	1
2013 Q2	$62M	Buy	+1,173,767	New	+$62M	9.19%	2