Davis Investment Partners’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 | $1.85M | Buy |
6,358
+400
| +7% | +$116K | 0.66% | 24 |
|
|
2025
Q1 | $1.4M | Hold |
5,958
| – | – | 0.62% | 25 |
|
|
2024
Q4 | $1.43M | Hold |
5,958
| – | – | 0.6% | 31 |
|
|
2024
Q3 | $1.23M | Sell |
5,958
-200
| -3% | -$41.5K | 0.52% | 39 |
|
|
2024
Q2 | $1.26M | Sell |
6,158
-29
| -0.5% | -$5.95K | 0.52% | 40 |
|
|
2024
Q1 | $1.21M | Buy |
6,187
+81
| +1% | +$15.8K | 0.53% | 32 |
|
|
2023
Q4 | $1.05M | Hold |
6,106
| – | – | 0.51% | 35 |
|
|
2023
Q3 | $873K | Hold |
6,106
| – | – | 0.46% | 38 |
|
|
2023
Q2 | $953K | Buy |
6,106
+136
| +2% | +$21.2K | 0.45% | 39 |
|
|
2023
Q1 | $767K | Hold |
5,970
| – | – | 0.41% | 38 |
|
|
2022
Q4 | $851K | Buy |
+5,970
| New | +$851K | 0.43% | 36 |
|