CCA
Covey Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Hold |
2,450
| – | – | 0.76% | 31 |
|
|
2025
Q1 | $601K | Hold |
2,450
| – | – | 0.69% | 28 |
|
|
2024
Q4 | $587K | Hold |
2,450
| – | – | 0.67% | 29 |
|
|
2024
Q3 | $517K | Hold |
2,450
| – | – | 0.57% | 31 |
|
|
2024
Q2 | $496K | Hold |
2,450
| – | – | 0.57% | 28 |
|
|
2024
Q1 | $491K | Hold |
2,450
| – | – | 0.59% | 29 |
|
|
2023
Q4 | $417K | Hold |
2,450
| – | – | 0.53% | 28 |
|
|
2023
Q3 | $355K | Hold |
2,450
| – | – | 0.5% | 27 |
|
|
2023
Q2 | $356K | Hold |
2,450
| – | – | 0.52% | 26 |
|
|
2023
Q1 | $319K | Hold |
2,450
| – | – | 0.51% | 25 |
|
|
2022
Q4 | $329K | Hold |
2,450
| – | – | 0.54% | 24 |
|
|
2022
Q3 | $256K | Hold |
2,450
| – | – | 0.43% | 27 |
|
|
2022
Q2 | $276K | Hold |
2,450
| – | – | 0.41% | 27 |
|
|
2022
Q1 | $334K | Sell |
2,450
-50
| -2% | -$6.82K | 0.35% | 33 |
|
|
2021
Q4 | $396K | Hold |
2,500
| – | – | 0.32% | 34 |
|
|
2021
Q3 | $409K | Buy |
+2,500
| New | +$409K | 0.33% | 31 |
|
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$381K | – | 33 |
|
|
2021
Q1 | $381K | Buy |
+2,500
| New | +$381K | 0.32% | 33 |
|