JP Morgan Chase’s OR Royalties Inc OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.59M | Buy |
271,935
+129,674
| +91% | +$5.33M | ﹤0.01% | 2715 |
|
|
2025
Q4 | $5.03M | Buy |
142,261
+30,122
| +27% | +$1.06M | ﹤0.01% | 3307 |
|
|
2025
Q3 | $4.49M | Sell |
112,139
-93,037
| -45% | -$2.9M | ﹤0.01% | 3457 |
|
|
2025
Q2 | $5.28M | Buy |
205,176
+75,596
| +58% | +$1.82M | ﹤0.01% | 3110 |
|
|
2025
Q1 | $2.74M | Buy |
129,580
+109,178
| +535% | +$2.1M | ﹤0.01% | 3627 |
|
|
2024
Q4 | $369K | Buy |
20,402
+3,455
| +20% | +$67.2K | ﹤0.01% | 5192 |
|
|
2024
Q3 | $314K | Buy |
16,947
+6,237
| +58% | +$108K | ﹤0.01% | 5179 |
|
|
2024
Q2 | $167K | Buy |
+10,710
| New | +$173K | ﹤0.01% | 5250 |
|
|
2024
Q1 | – | Sell |
-10,710
| Closed | -$154K | – | 7762 |
|
|
2023
Q4 | $154K | Sell |
10,710
-201,008
| -95% | -$2.63M | ﹤0.01% | 5528 |
|
|
2023
Q3 | $2.49M | Buy |
211,718
+24,298
| +13% | +$332K | ﹤0.01% | 3402 |
|
|
2023
Q2 | $2.88M | Buy |
187,420
+128,038
| +216% | +$2.07M | ﹤0.01% | 3272 |
|
|
2023
Q1 | $939K | Sell |
59,382
-146,441
| -71% | -$1.97M | ﹤0.01% | 4086 |
|
|
2022
Q4 | $2.48M | Buy |
205,823
+182,624
| +787% | +$2.12M | ﹤0.01% | 3395 |
|
|
2022
Q3 | $236K | Sell |
23,199
-158,395
| -87% | -$1.59M | ﹤0.01% | 4873 |
|
|
2022
Q2 | $1.83M | Sell |
181,594
-108,645
| -37% | -$1.3M | ﹤0.01% | 3622 |
|
|
2022
Q1 | $3.83M | Buy |
290,239
+33,210
| +13% | +$412K | ﹤0.01% | 3229 |
|
|
2021
Q4 | $3.15M | Buy |
+257,029
| New | +$3.13M | ﹤0.01% | 3444 |
|
|
2020
Q1 | – | Sell |
-1,343,515
| Closed | -$13M | – | 5604 |
|
|
2019
Q4 | $13M | Buy |
1,343,515
+1,167,585
| +664% | +$10.7M | ﹤0.01% | 1903 |
|
|
2019
Q3 | $1.64M | Buy |
+175,930
| New | +$2.07M | ﹤0.01% | 3541 |
|
|
2018
Q1 | – | Sell |
-2,250
| Closed | -$26K | – | 5559 |
|
|
2017
Q4 | $26K | Buy |
2,250
+2,000
| +800% | +$24.3K | ﹤0.01% | 5100 |
|
|
2017
Q3 | $3K | Sell |
250
-197,881
| -100% | -$2.56M | ﹤0.01% | 4843 |
|
|
2017
Q2 | $2.42M | Buy |
198,131
+154,203
| +351% | +$1.75M | ﹤0.01% | 2928 |
|
|
2017
Q1 | $488K | Sell |
43,928
-20,680
| -32% | -$228K | ﹤0.01% | 3717 |
|
|
2016
Q4 | $628K | Buy |
64,608
+35,968
| +126% | +$357K | ﹤0.01% | 3648 |
|
|
2016
Q3 | $313K | Buy |
+28,640
| New | +$357K | ﹤0.01% | 3559 |
|
Other funds holding OR
EIG
VCM
PMAM
EIM