Galibier 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
Q2 | $1.09M | Hold |
3,760
| – | – | 0.33% | 26 |
|
2025
Q1 | $922K | Sell |
3,760
-1,500
| -29% | -$368K | 0.29% | 26 |
|
2024
Q4 | $1.26M | Hold |
5,260
| – | – | 0.36% | 21 |
|
2024
Q3 | $1.11M | Sell |
5,260
-500
| -9% | -$105K | 0.25% | 29 |
|
2024
Q2 | $1.17M | Hold |
5,760
| – | – | 0.29% | 29 |
|
2024
Q1 | $1.15M | Hold |
5,760
| – | – | 0.28% | 26 |
|
2023
Q4 | $980K | Sell |
5,760
-650
| -10% | -$111K | 0.25% | 24 |
|
2023
Q3 | $930K | Hold |
6,410
| – | – | 0.21% | 27 |
|
2023
Q2 | $932K | Sell |
6,410
-2,300
| -26% | -$335K | 0.21% | 26 |
|
2023
Q1 | $1.14M | Hold |
8,710
| – | – | 0.27% | 27 |
|
2022
Q4 | $1.17M | Sell |
8,710
-2,025
| -19% | -$272K | 0.24% | 24 |
|
2022
Q3 | $1.12M | Hold |
10,735
| – | – | 0.23% | 23 |
|
2022
Q2 | $1.21M | Buy |
10,735
+3,904
| +57% | +$440K | 0.23% | 22 |
|
2022
Q1 | $931K | Hold |
6,831
| – | – | 0.13% | 33 |
|
2021
Q4 | $1.08M | Hold |
6,831
| – | – | 0.16% | 29 |
|
2021
Q3 | $1.12M | Hold |
6,831
| – | – | 0.15% | 25 |
|
2021
Q2 | $1.06M | Hold |
6,831
| – | – | 0.14% | 30 |
|
2021
Q1 | $1.04M | Hold |
6,831
| – | – | 0.16% | 29 |
|
2020
Q4 | $868K | Sell |
6,831
-1,500
| -18% | -$191K | 0.15% | 29 |
|
2020
Q3 | $802K | Sell |
8,331
-400
| -5% | -$38.5K | 0.19% | 29 |
|
2020
Q2 | $821K | Hold |
8,731
| – | – | 0.26% | 27 |
|
2020
Q1 | $786K | Hold |
8,731
| – | – | 0.34% | 25 |
|
2019
Q4 | $1.22M | Sell |
8,731
-10,218
| -54% | -$1.42M | 0.39% | 24 |
|
2019
Q3 | $2.23M | Hold |
18,949
| – | – | 0.89% | 18 |
|
2019
Q2 | $2.12M | Buy |
18,949
+133
| +0.7% | +$14.9K | 0.96% | 20 |
|
2019
Q1 | $1.91M | Buy |
18,816
+3,281
| +21% | +$332K | 1.14% | 21 |
|
2018
Q4 | $1.52M | Buy |
+15,535
| New | +$1.52M | 1.04% | 21 |
|