Ironvine Capital 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 | $8.98M | Hold |
30,971
| – | – | 0.93% | 27 |
|
|
2025
Q1 | $7.6M | Hold |
30,971
| – | – | 0.82% | 27 |
|
|
2024
Q4 | $7.42M | Hold |
30,971
| – | – | 0.8% | 27 |
|
|
2024
Q3 | $6.53M | Sell |
30,971
-1
| -0% | -$211 | 0.7% | 28 |
|
|
2024
Q2 | $6.26M | Sell |
30,972
-192
| -0.6% | -$38.8K | 0.69% | 29 |
|
|
2024
Q1 | $6.24M | Hold |
31,164
| – | – | 0.68% | 28 |
|
|
2023
Q4 | $5.3M | Buy |
31,164
+1
| +0% | +$170 | 0.64% | 27 |
|
|
2023
Q3 | $4.52M | Hold |
31,163
| – | – | 0.58% | 28 |
|
|
2023
Q2 | $4.53M | Hold |
31,163
| – | – | 0.55% | 29 |
|
|
2023
Q1 | $4.06M | Sell |
31,163
-148,605
| -83% | -$19.4M | 0.51% | 31 |
|
|
2022
Q4 | $24.1M | Buy |
179,768
+7,718
| +4% | +$1.03M | 3.12% | 15 |
|
|
2022
Q3 | $18M | Buy |
172,050
+22,254
| +15% | +$2.33M | 2.41% | 23 |
|
|
2022
Q2 | $16.9M | Buy |
149,796
+22,979
| +18% | +$2.59M | 2.07% | 26 |
|
|
2022
Q1 | $17.3M | Sell |
126,817
-1,747
| -1% | -$238K | 1.86% | 26 |
|
|
2021
Q4 | $20.4M | Buy |
128,564
+2,414
| +2% | +$382K | 2.09% | 25 |
|
|
2021
Q3 | $20.6M | Sell |
126,150
-16,533
| -12% | -$2.71M | 2.19% | 22 |
|
|
2021
Q2 | $22.2M | Sell |
142,683
-31,975
| -18% | -$4.97M | 2.43% | 18 |
|
|
2021
Q1 | $26.6M | Sell |
174,658
-17,410
| -9% | -$2.65M | 3.09% | 12 |
|
|
2020
Q4 | $24.4M | Sell |
192,068
-22,683
| -11% | -$2.88M | 3.05% | 13 |
|
|
2020
Q3 | $20.7M | Sell |
214,751
-171,750
| -44% | -$16.5M | 2.59% | 18 |
|
|
2020
Q2 | $36.4M | Buy |
386,501
+1,325
| +0.3% | +$125K | 4.81% | 4 |
|
|
2020
Q1 | $34.7M | Buy |
385,176
+34,036
| +10% | +$3.06M | 5.42% | 3 |
|
|
2019
Q4 | $48.9M | Buy |
351,140
+2,927
| +0.8% | +$408K | 6.83% | 2 |
|
|
2019
Q3 | $43M | Buy |
348,213
+49,595
| +17% | +$6.13M | 6.31% | 2 |
|
|
2019
Q2 | $34.9M | Buy |
298,618
+18,645
| +7% | +$2.18M | 5.7% | 2 |
|
|
2019
Q1 | $28.3M | Buy |
279,973
+2,765
| +1% | +$280K | 5.35% | 3 |
|
|
2018
Q4 | $28.8M | Buy |
277,208
+14,333
| +5% | +$1.49M | 5.86% | 2 |
|
|
2018
Q3 | $29.7M | Buy |
262,875
+8,915
| +4% | +$1.01M | 6.06% | 2 |
|
|
2018
Q2 | $26.5M | Buy |
253,960
+24,664
| +11% | +$2.57M | 5.92% | 2 |
|
|
2018
Q1 | $25.2M | Buy |
229,296
+49,279
| +27% | +$5.42M | 6.07% | 2 |
|
|
2017
Q4 | $19.3M | Buy |
+180,017
| New | +$19.3M | 6% | 1 |
|