JPMorgan Chase & Co’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
205,176
+75,596
| +58% | +$1.94M | ﹤0.01% | 2658 |
|
|
2025
Q1 | $2.74M | Buy |
129,580
+109,178
| +535% | +$2.31M | ﹤0.01% | 3053 |
|
|
2024
Q4 | $369K | Buy |
20,402
+3,455
| +20% | +$62.5K | ﹤0.01% | 4281 |
|
|
2024
Q3 | $314K | Buy |
16,947
+6,237
| +58% | +$115K | ﹤0.01% | 4262 |
|
|
2024
Q2 | $167K | Buy |
+10,710
| New | +$167K | ﹤0.01% | 4357 |
|
|
2024
Q1 | – | Sell |
-10,710
| Closed | -$154K | – | 6597 |
|
|
2023
Q4 | $154K | Sell |
10,710
-201,008
| -95% | -$2.88M | ﹤0.01% | 4576 |
|
|
2023
Q3 | $2.49M | Buy |
211,718
+24,298
| +13% | +$286K | ﹤0.01% | 2881 |
|
|
2023
Q2 | $2.88M | Buy |
187,420
+128,038
| +216% | +$1.97M | ﹤0.01% | 2825 |
|
|
2023
Q1 | $939K | Sell |
59,382
-146,441
| -71% | -$2.32M | ﹤0.01% | 3483 |
|
|
2022
Q4 | $2.48M | Buy |
205,823
+182,624
| +787% | +$2.2M | ﹤0.01% | 2822 |
|
|
2022
Q3 | $236K | Sell |
23,199
-158,395
| -87% | -$1.61M | ﹤0.01% | 4101 |
|
|
2022
Q2 | $1.83M | Sell |
181,594
-108,645
| -37% | -$1.1M | ﹤0.01% | 3076 |
|
|
2022
Q1 | $3.83M | Buy |
290,239
+33,210
| +13% | +$438K | ﹤0.01% | 2739 |
|
|
2021
Q4 | $3.15M | Buy |
+257,029
| New | +$3.15M | ﹤0.01% | 2892 |
|
|
2020
Q1 | – | Sell |
-1,343,515
| Closed | -$13M | – | 4781 |
|
|
2019
Q4 | $13M | Buy |
1,343,515
+1,167,585
| +664% | +$11.3M | ﹤0.01% | 1604 |
|
|
2019
Q3 | $1.64M | Buy |
+175,930
| New | +$1.64M | ﹤0.01% | 2832 |
|
|
2018
Q1 | – | Sell |
-2,250
| Closed | -$26K | – | 4755 |
|
|
2017
Q4 | $26K | Buy |
2,250
+2,000
| +800% | +$23.1K | ﹤0.01% | 4333 |
|
|
2017
Q3 | $3K | Sell |
250
-197,881
| -100% | -$2.37M | ﹤0.01% | 4173 |
|
|
2017
Q2 | $2.42M | Buy |
198,131
+154,203
| +351% | +$1.88M | ﹤0.01% | 2503 |
|
|
2017
Q1 | $488K | Sell |
43,928
-20,680
| -32% | -$230K | ﹤0.01% | 3161 |
|
|
2016
Q4 | $628K | Buy |
64,608
+35,968
| +126% | +$350K | ﹤0.01% | 3170 |
|
|
2016
Q3 | $313K | Buy |
+28,640
| New | +$313K | ﹤0.01% | 3138 |
|