Davis Capital 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
Q1 | $130K | Sell |
530
-25
| -5% | -$6.14K | 0.1% | 88 |
|
|
2024
Q4 | $133K | Hold |
555
| – | – | 0.11% | 90 |
|
|
2024
Q3 | $117K | Buy |
555
+88
| +19% | +$18.6K | 0.09% | 94 |
|
|
2024
Q2 | $96K | Hold |
467
| – | – | 0.08% | 102 |
|
|
2024
Q1 | $93K | Buy |
467
+29
| +7% | +$5.78K | 0.08% | 97 |
|
|
2023
Q4 | $74.6K | Buy |
+438
| New | +$74.6K | 0.07% | 99 |
|
|
2020
Q2 | $3K | Hold |
28
| – | – | 0.01% | 234 |
|
|
2020
Q1 | $3K | Buy |
+28
| New | +$3K | 0.01% | 222 |
|