Highlander 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 | $435K | Hold |
1,500
| – | – | 0.17% | 30 |
|
|
2025
Q1 | $368K | Hold |
1,500
| – | – | 0.23% | 29 |
|
|
2024
Q4 | $360K | Hold |
1,500
| – | – | 0.2% | 25 |
|
|
2024
Q3 | $332K | Hold |
1,500
| – | – | 0.2% | 27 |
|
|
2024
Q2 | $300K | Hold |
1,500
| – | – | 0.2% | 27 |
|
|
2024
Q1 | $288K | Buy |
+1,500
| New | +$288K | 0.2% | 29 |
|
|
2023
Q1 | – | Sell |
-45,400
| Closed | -$6.09M | – | 24 |
|
|
2022
Q4 | $6.09M | Hold |
45,400
| – | – | 8.25% | 5 |
|
|
2022
Q3 | $4.74M | Buy |
45,400
+16,400
| +57% | +$1.71M | 7.06% | 6 |
|
|
2022
Q2 | $3.27M | Hold |
29,000
| – | – | 4.3% | 8 |
|
|
2022
Q1 | $3.95M | Hold |
29,000
| – | – | 4.96% | 8 |
|
|
2021
Q4 | $4.59M | Buy |
+29,000
| New | +$4.59M | 5.6% | 7 |
|