Holowesko Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Hold |
5,000
| – | – | 0.41% | 23 |
|
|
2025
Q4 | $1.61M | Hold |
5,000
| – | – | 0.56% | 20 |
|
|
2025
Q3 | $1.58M | Hold |
5,000
| – | – | 0.58% | 20 |
|
|
2025
Q2 | $1.45M | Hold |
5,000
| – | – | 0.54% | 22 |
|
|
2025
Q1 | $1.23M | Sell |
5,000
-13,400
| -73% | -$3.42M | 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% | -$9.17M | 2.67% | 14 |
|
|
2024
Q1 | $14.1M | Sell |
70,300
-1,800
| -2% | -$325K | 5.76% | 9 |
|
|
2023
Q4 | $12.3M | Hold |
72,100
| – | – | 4.42% | 11 |
|
|
2023
Q3 | $10.5M | Hold |
72,100
| – | – | 4.62% | 13 |
|
|
2023
Q2 | $10.5M | Buy |
72,100
+20,000
| +38% | +$2.75M | 4.59% | 10 |
|
|
2023
Q1 | $6.79M | Sell |
52,100
-36,700
| -41% | -$5.03M | 3.56% | 11 |
|
|
2022
Q4 | $11.9M | Buy |
88,800
+13,500
| +18% | +$1.71M | 5.72% | 7 |
|
|
2022
Q3 | $7.87M | Buy |
75,300
+6,000
| +9% | +$689K | 4.44% | 9 |
|
|
2022
Q2 | $7.8M | Buy |
69,300
+57,300
| +478% | +$7.1M | 4.27% | 12 |
|
|
2022
Q1 | $1.64M | Buy |
12,000
+2,000
| +20% | +$295K | 0.82% | 22 |
|
|
2021
Q4 | $1.58M | Hold |
10,000
| – | – | 0.69% | 20 |
|
|
2021
Q3 | $1.64M | Hold |
10,000
| – | – | 0.65% | 22 |
|
|
2021
Q2 | $1.55M | Hold |
10,000
| – | – | 0.4% | 21 |
|
|
2021
Q1 | $1.52M | Sell |
10,000
-4,000
| -29% | -$575K | 0.43% | 24 |
|
|
2020
Q4 | $1.78M | Hold |
14,000
| – | – | 0.58% | 24 |
|
|
2020
Q3 | $1.35M | Buy |
+14,000
| New | +$1.37M | 0.24% | 20 |
|
Other funds holding JPM
VCM
VPM
