Freemont 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
Q2 | $2.61M | Buy |
9,000
+2,100
| +30% | +$609K | 0.39% | 58 |
|
|
2025
Q1 | $1.69M | Sell |
6,900
-700
| -9% | -$172K | 0.56% | 49 |
|
|
2024
Q4 | $1.82M | Hold |
7,600
| – | – | 0.79% | 36 |
|
|
2024
Q3 | $1.6M | Hold |
7,600
| – | – | 0.78% | 37 |
|
|
2024
Q2 | $1.54M | Sell |
7,600
-37,500
| -83% | -$7.58M | 0.73% | 28 |
|
|
2024
Q1 | $9.03M | Sell |
45,100
-14,000
| -24% | -$2.8M | 1.29% | 24 |
|
|
2023
Q4 | $10.1M | Hold |
59,100
| – | – | 1.26% | 25 |
|
|
2023
Q3 | $8.57M | Sell |
59,100
-10,000
| -14% | -$1.45M | 1.28% | 24 |
|
|
2023
Q2 | $10M | Hold |
69,100
| – | – | 1.21% | 24 |
|
|
2023
Q1 | $9M | Hold |
69,100
| – | – | 1.27% | 27 |
|
|
2022
Q4 | $9.27M | Hold |
69,100
| – | – | 1.45% | 23 |
|
|
2022
Q3 | $7.22M | Sell |
69,100
-1,700
| -2% | -$178K | 1.32% | 24 |
|
|
2022
Q2 | $7.97M | Sell |
70,800
-3,600
| -5% | -$405K | 1.38% | 21 |
|
|
2022
Q1 | $10.1M | Sell |
74,400
-33,000
| -31% | -$4.5M | 1.53% | 18 |
|
|
2021
Q4 | $17M | Hold |
107,400
| – | – | 4.47% | 4 |
|
|
2021
Q3 | $17.6M | Buy |
107,400
+400
| +0.4% | +$65.5K | 2.32% | 7 |
|
|
2021
Q2 | $16.6M | Hold |
107,000
| – | – | 2.39% | 9 |
|
|
2021
Q1 | $16.3M | Hold |
107,000
| – | – | 2.66% | 7 |
|
|
2020
Q4 | $13.6M | Buy |
+107,000
| New | +$13.6M | 2.53% | 4 |
|