Hodges Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
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|
2025
Q1 | $8.95M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $9.65M | Buy |
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|
2024
Q2 | $9.07M | Sell |
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|
2024
Q1 | $20M | Sell |
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|
2023
Q4 | $18M | Buy |
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|
2023
Q3 | $4.34M | Sell |
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|
2023
Q2 | $6.55M | Buy |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $2.78M | Sell |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $4.46M | Buy |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $2.84M | Buy |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $2.45M | Sell |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $4.84M | Buy |
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|
2019
Q3 | $4.08M | Buy |
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|
2019
Q2 | $3.57M | Buy |
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|
2019
Q1 | $3.19M | Buy |
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|
2018
Q4 | $3.01M | Buy |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $2.18M | Sell |
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|
2018
Q1 | $2.37M | Buy |
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|
2017
Q4 | $1.65M | Buy |
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|
2017
Q3 | $1.47M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.4M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $803K | Buy |
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|
2016
Q2 | $466K | Sell |
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|
2016
Q1 | $518K | Buy |
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|
2015
Q4 | $527K | Buy |
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|
2015
Q3 | $434K | Sell |
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|
2015
Q2 | $599K | Buy |
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|
2015
Q1 | $439K | Buy |
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|
2014
Q4 | $341K | Hold |
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|
2014
Q3 | $328K | Buy |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $319K | Buy |
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|
2013
Q4 | $301K | Buy |
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|
2013
Q3 | $241K | Buy |
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|
2013
Q2 | $238K | Buy |
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