Davis Capital Management’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
Q3
$156K Buy
2025
Q1
$130K Sell
2024
Q4
$133K Hold
2024
Q3
$117K Buy
2024
Q2
$96K Hold
2024
Q1
$93K Buy
2023
Q4
$74.6K Buy
2020
Q2
$3K Hold
2020
Q1
$3K Buy