Covey Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Hold |
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|
2025
Q1 | $601K | Hold |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $491K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $381K | Buy |
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