Courant Investment 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	$27.5M	Hold	94,897	–	–	22.27%	2
2025 Q1	$23.3M	Hold	94,897	–	–	19.5%	2
2024 Q4	$22.7M	Sell	94,897 -14,695	-13%	-$3.52M	19.25%	2
2024 Q3	$23.1M	Sell	109,592 -5,000	-4%	-$1.05M	19.41%	2
2024 Q2	$23.2M	Hold	114,592	–	–	21.75%	2
2024 Q1	$23M	Hold	114,592	–	–	19.08%	2
2023 Q4	$19.5M	Hold	114,592	–	–	18.94%	2
2023 Q3	$16.6M	Hold	114,592	–	–	18.33%	3
2023 Q2	$16.7M	Hold	114,592	–	–	18.01%	3
2023 Q1	$14.9M	Sell	114,592 -22,000	-16%	-$2.87M	16.51%	3
2022 Q4	$18.3M	Hold	136,592	–	–	17.82%	2
2022 Q3	$14.3M	Hold	136,592	–	–	15.45%	2
2022 Q2	$15.4M	Hold	136,592	–	–	14.69%	3
2022 Q1	$18.6M	Hold	136,592	–	–	16.58%	2
2021 Q4	$21.6M	Hold	136,592	–	–	17.47%	1
2021 Q3	$22.4M	Hold	136,592	–	–	18.87%	1
2021 Q2	$21.2M	Hold	136,592	–	–	17.84%	1
2021 Q1	$20.8M	Hold	136,592	–	–	17.24%	1
2020 Q4	$17.4M	Sell	136,592 -30,000	-18%	-$3.81M	16.3%	2
2020 Q3	$16M	Hold	166,592	–	–	13.14%	2
2020 Q2	$15.7M	Hold	166,592	–	–	13.52%	3
2020 Q1	$15M	Hold	166,592	–	–	13.79%	2
2019 Q4	$23.2M	Hold	166,592	–	–	14.49%	2
2019 Q3	$19.6M	Sell	166,592 -10,000	-6%	-$1.18M	12.96%	4
2019 Q2	$19.7M	Hold	176,592	–	–	12.1%	3
2019 Q1	$17.9M	Hold	176,592	–	–	11.4%	2
2018 Q4	$17.2M	Sell	176,592 -50,000	-22%	-$4.88M	12.51%	2
2018 Q3	$25.6M	Hold	226,592	–	–	15.29%	1
2018 Q2	$23.6M	Buy	+226,592	New	+$23.6M	14%	1