Interval 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 | $11.5M | Buy |
39,200
+17,700
| +82% | +$5.37M | 0.4% | 93 |
|
|
2025
Q4 | $6.93M | Sell |
21,500
-5,000
| -19% | -$1.55M | 0.16% | 179 |
|
|
2025
Q3 | $8.36M | Sell |
26,500
-59,700
| -69% | -$17.8M | 0.18% | 154 |
|
|
2025
Q2 | $25M | Buy |
86,200
+64,900
| +305% | +$16.6M | 0.57% | 56 |
|
|
2025
Q1 | $5.22M | Sell |
21,300
-15,900
| -43% | -$4.05M | 0.18% | 166 |
|
|
2024
Q4 | $8.92M | Buy |
37,200
+21,300
| +134% | +$4.96M | 0.23% | 124 |
|
|
2024
Q3 | $3.35M | Buy |
15,900
+15,368
| +2,889% | +$3.24M | 0.1% | 218 |
|
|
2024
Q2 | $10.8M | Buy |
532
+32
| +6% | +$6.26K | 0.32% | 99 |
|
|
2024
Q1 | $10M | Sell |
500
-800
| -62% | -$144K | 0.38% | 102 |
|
|
2023
Q4 | $22.1M | Buy |
1,300
+700
| +117% | +$106K | 0.96% | 43 |
|
|
2023
Q3 | $8.7M | Sell |
600
-39,400
| -99% | -$5.91M | 0.36% | 107 |
|
|
2023
Q2 | $5.82M | Buy |
40,000
+10,000
| +33% | +$1.38M | 0.29% | 109 |
|
|
2023
Q1 | $3.91M | Buy |
30,000
+2,000
| +7% | +$274K | 0.22% | 150 |
|
|
2022
Q4 | $3.75M | Sell |
28,000
-67,000
| -71% | -$8.49M | 0.3% | 118 |
|
|
2022
Q3 | $9.93M | Buy |
95,000
+65,000
| +217% | +$7.46M | 0.59% | 75 |
|
|
2022
Q2 | $3.38M | Sell |
30,000
-33,400
| -53% | -$4.14M | 0.24% | 141 |
|
|
2022
Q1 | $8.64M | Buy |
63,400
+43,400
| +217% | +$6.41M | 0.65% | 70 |
|
|
2021
Q4 | $3.17M | Sell |
20,000
-80,000
| -80% | -$13.1M | 0.22% | 156 |
|
|
2021
Q3 | $16.4M | Buy |
100,000
+75,000
| +300% | +$11.8M | 0.96% | 39 |
|
|
2021
Q2 | $3.89M | Sell |
25,000
-40,000
| -62% | -$6.28M | 0.24% | 158 |
|
|
2021
Q1 | $9.89M | Buy |
65,000
+40,000
| +160% | +$5.75M | 0.65% | 72 |
|
|
2020
Q4 | $3.18M | Sell |
25,000
-30,000
| -55% | -$3.35M | 0.19% | 141 |
|
|
2020
Q3 | $5.29M | Buy |
+55,000
| New | +$5.4M | 0.47% | 88 |
|
|
2020
Q2 | – | Sell |
-29,400
| Closed | -$2.65M | – | 275 |
|
|
2020
Q1 | $2.65M | Sell |
29,400
-85,600
| -74% | -$10.4M | 0.27% | 102 |
|
|
2019
Q4 | $16M | Buy |
+115,000
| New | +$14.7M | 0.78% | 58 |
|
|
2019
Q3 | – | Sell |
-20,000
| Closed | -$2.24M | – | 248 |
|
|
2019
Q2 | $2.24M | Buy |
+20,000
| New | +$2.21M | 0.12% | 155 |
|
|
2018
Q2 | – | Sell |
-20,000
| Closed | -$2.2M | – | 236 |
|
|
2018
Q1 | $2.2M | Sell |
20,000
-30,000
| -60% | -$3.4M | 0.13% | 173 |
|
|
2017
Q4 | $5.35M | Buy |
+50,000
| New | +$5.06M | 0.35% | 111 |
|
|
2017
Q3 | – | Sell |
-75,000
| Closed | -$6.86M | – | 224 |
|
|
2017
Q2 | $6.86M | Buy |
+75,000
| New | +$6.47M | 0.47% | 99 |
|
|
2016
Q3 | – | Sell |
-15,000
| Closed | -$932K | – | 179 |
|
|
2016
Q2 | $932K | Buy |
+15,000
| New | +$937K | 0.08% | 130 |
|
Other funds holding JPM
VCM
VPM
