Islay Capital Management’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 | $776K | Sell |
2,675
-223
| -8% | -$64.7K | 0.5% | 69 |
|
|
2025
Q1 | $711K | Hold |
2,898
| – | – | 0.48% | 64 |
|
|
2024
Q4 | $695K | Buy |
2,898
+58
| +2% | +$13.9K | 0.48% | 70 |
|
|
2024
Q3 | $599K | Hold |
2,840
| – | – | 0.4% | 71 |
|
|
2024
Q2 | $574K | Sell |
2,840
-163
| -5% | -$33K | 0.41% | 69 |
|
|
2024
Q1 | $602K | Buy |
3,003
+378
| +14% | +$75.7K | 0.45% | 66 |
|
|
2023
Q4 | $447K | Sell |
2,625
-37
| -1% | -$6.29K | 0.34% | 71 |
|
|
2023
Q3 | $386K | Sell |
2,662
-45
| -2% | -$6.53K | 0.32% | 78 |
|
|
2023
Q2 | $394K | Buy |
2,707
+45
| +2% | +$6.55K | 0.35% | 78 |
|
|
2023
Q1 | $347K | Buy |
2,662
+2,591
| +3,649% | +$338K | 0.34% | 84 |
|
|
2022
Q4 | $9.5K | Sell |
71
-142
| -67% | -$19K | 0.01% | 195 |
|
|
2022
Q3 | $22K | Sell |
213
-686
| -76% | -$70.9K | 0.03% | 186 |
|
|
2022
Q2 | $101K | Sell |
899
-3,214
| -78% | -$361K | 0.11% | 130 |
|
|
2022
Q1 | $561K | Sell |
4,113
-1,117
| -21% | -$152K | 0.47% | 47 |
|
|
2021
Q4 | $828K | Sell |
5,230
-367
| -7% | -$58.1K | 0.63% | 36 |
|
|
2021
Q3 | $916K | Sell |
5,597
-930
| -14% | -$152K | 0.71% | 33 |
|
|
2021
Q2 | $1.02M | Sell |
6,527
-371
| -5% | -$57.7K | 0.82% | 29 |
|
|
2021
Q1 | $1.05M | Buy |
6,898
+4,671
| +210% | +$711K | 0.87% | 30 |
|
|
2020
Q4 | $283K | Hold |
2,227
| – | – | 0.26% | 56 |
|
|
2020
Q3 | $214K | Buy |
2,227
+143
| +7% | +$13.7K | 0.22% | 64 |
|
|
2020
Q2 | $196K | Sell |
2,084
-14
| -0.7% | -$1.32K | 0.23% | 64 |
|
|
2020
Q1 | $189K | Buy |
2,098
+307
| +17% | +$27.7K | 0.25% | 56 |
|
|
2019
Q4 | $250K | Buy |
+1,791
| New | +$250K | 0.24% | 61 |
|