Holowesko 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 | $1.45M | Hold |
5,000
| – | – | 0.48% | 21 |
|
|
2025
Q1 | $1.23M | Sell |
5,000
-13,400
| -73% | -$3.29M | 0.46% | 21 |
|
|
2024
Q4 | $4.41M | Hold |
18,400
| – | – | 2.02% | 15 |
|
|
2024
Q3 | $3.88M | Sell |
18,400
-5,000
| -21% | -$1.05M | 2.05% | 14 |
|
|
2024
Q2 | $4.73M | Sell |
23,400
-46,900
| -67% | -$9.49M | 2.53% | 13 |
|
|
2024
Q1 | $14.1M | Sell |
70,300
-1,800
| -2% | -$361K | 5.24% | 9 |
|
|
2023
Q4 | $12.3M | Hold |
72,100
| – | – | 4.11% | 11 |
|
|
2023
Q3 | $10.5M | Hold |
72,100
| – | – | 4.41% | 12 |
|
|
2023
Q2 | $10.5M | Buy |
72,100
+20,000
| +38% | +$2.91M | 4.59% | 10 |
|
|
2023
Q1 | $6.79M | Sell |
52,100
-36,700
| -41% | -$4.78M | 3.56% | 11 |
|
|
2022
Q4 | $11.9M | Buy |
88,800
+13,500
| +18% | +$1.81M | 5.72% | 7 |
|
|
2022
Q3 | $7.87M | Buy |
75,300
+6,000
| +9% | +$627K | 4.44% | 9 |
|
|
2022
Q2 | $7.8M | Buy |
69,300
+57,300
| +478% | +$6.45M | 4.09% | 11 |
|
|
2022
Q1 | $1.64M | Buy |
12,000
+2,000
| +20% | +$273K | 0.79% | 21 |
|
|
2021
Q4 | $1.58M | Hold |
10,000
| – | – | 0.65% | 19 |
|
|
2021
Q3 | $1.64M | Hold |
10,000
| – | – | 0.61% | 20 |
|
|
2021
Q2 | $1.56M | Hold |
10,000
| – | – | 0.39% | 20 |
|
|
2021
Q1 | $1.52M | Sell |
10,000
-4,000
| -29% | -$609K | 0.41% | 22 |
|
|
2020
Q4 | $1.78M | Hold |
14,000
| – | – | 0.48% | 17 |
|
|
2020
Q3 | $1.35M | Buy |
+14,000
| New | +$1.35M | 0.23% | 18 |
|