PHX
JPMorgan Chase & Co’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$158 | – | 6504 |
|
|
2025
Q1 | $158 | Hold |
40
| – | – | ﹤0.01% | 5948 |
|
|
2024
Q4 | $160 | Hold |
40
| – | – | ﹤0.01% | 5888 |
|
|
2024
Q3 | $135 | Hold |
40
| – | – | ﹤0.01% | 5888 |
|
|
2024
Q2 | $130 | Sell |
40
-163
| -80% | -$530 | ﹤0.01% | 5823 |
|
|
2024
Q1 | $692 | Sell |
203
-9,731
| -98% | -$33.2K | ﹤0.01% | 5665 |
|
|
2023
Q4 | $32K | Buy |
9,934
+9,717
| +4,478% | +$31.3K | ﹤0.01% | 5140 |
|
|
2023
Q3 | $790 | Buy |
217
+33
| +18% | +$120 | ﹤0.01% | 5712 |
|
|
2023
Q2 | $574 | Sell |
184
-652
| -78% | -$2.03K | ﹤0.01% | 5620 |
|
|
2023
Q1 | $2K | Sell |
836
-306
| -27% | -$732 | ﹤0.01% | 5564 |
|
|
2022
Q4 | $4K | Sell |
1,142
-373
| -25% | -$1.31K | ﹤0.01% | 5270 |
|
|
2022
Q3 | $5K | Sell |
1,515
-6,735
| -82% | -$22.2K | ﹤0.01% | 5193 |
|
|
2022
Q2 | $25K | Sell |
8,250
-23,278
| -74% | -$70.5K | ﹤0.01% | 5018 |
|
|
2022
Q1 | $96K | Buy |
31,528
+26,606
| +541% | +$81K | ﹤0.01% | 4764 |
|
|
2021
Q4 | $11K | Buy |
4,922
+946
| +24% | +$2.11K | ﹤0.01% | 5424 |
|
|
2021
Q3 | $12K | Buy |
3,976
+444
| +13% | +$1.34K | ﹤0.01% | 5213 |
|
|
2021
Q2 | $13K | Buy |
3,532
+3,492
| +8,730% | +$12.9K | ﹤0.01% | 5181 |
|
|
2021
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 5342 |
|
|
2020
Q4 | $0 | Sell |
40
-1,633
| -98% | – | ﹤0.01% | 5041 |
|
|
2020
Q3 | $3K | Sell |
1,673
-26,259
| -94% | -$47.1K | ﹤0.01% | 4688 |
|
|
2020
Q2 | $75K | Sell |
27,932
-12,011
| -30% | -$32.3K | ﹤0.01% | 4060 |
|
|
2020
Q1 | $147K | Buy |
39,943
+10,260
| +35% | +$37.8K | ﹤0.01% | 3817 |
|
|
2019
Q4 | $332K | Buy |
29,683
+24,654
| +490% | +$276K | ﹤0.01% | 3622 |
|
|
2019
Q3 | $70K | Sell |
5,029
-12,409
| -71% | -$173K | ﹤0.01% | 4117 |
|
|
2019
Q2 | $232K | Buy |
17,438
+714
| +4% | +$9.5K | ﹤0.01% | 3712 |
|
|
2019
Q1 | $262K | Buy |
16,724
+12,698
| +315% | +$199K | ﹤0.01% | 3646 |
|
|
2018
Q4 | $62K | Buy |
4,026
+375
| +10% | +$5.78K | ﹤0.01% | 4194 |
|
|
2018
Q3 | $67K | Buy |
3,651
+588
| +19% | +$10.8K | ﹤0.01% | 4246 |
|
|
2018
Q2 | $59K | Sell |
3,063
-58
| -2% | -$1.12K | ﹤0.01% | 4251 |
|
|
2018
Q1 | $60K | Sell |
3,121
-12,030
| -79% | -$231K | ﹤0.01% | 4095 |
|
|
2017
Q4 | $312K | Buy |
15,151
+8,019
| +112% | +$165K | ﹤0.01% | 3525 |
|
|
2017
Q3 | $178K | Buy |
+7,132
| New | +$178K | ﹤0.01% | 3484 |
|
|
2017
Q2 | – | Sell |
-10,706
| Closed | -$206K | – | 4460 |
|
|
2017
Q1 | $206K | Buy |
10,706
+16
| +0.1% | +$308 | ﹤0.01% | 3476 |
|
|
2016
Q4 | $252K | Buy |
+10,690
| New | +$252K | ﹤0.01% | 3566 |
|
|
2016
Q3 | – | Sell |
-493
| Closed | -$8K | – | 4204 |
|
|
2016
Q2 | $8K | Sell |
493
-20,400
| -98% | -$331K | ﹤0.01% | 3859 |
|
|
2016
Q1 | $362K | Sell |
20,893
-476
| -2% | -$8.25K | ﹤0.01% | 3002 |
|
|
2015
Q4 | $345K | Sell |
21,369
-300
| -1% | -$4.84K | ﹤0.01% | 3018 |
|
|
2015
Q3 | $350K | Buy |
21,669
+567
| +3% | +$9.16K | ﹤0.01% | 3051 |
|
|
2015
Q2 | $436K | Sell |
21,102
-634
| -3% | -$13.1K | ﹤0.01% | 3105 |
|
|
2015
Q1 | $430K | Sell |
21,736
-4,600
| -17% | -$91K | ﹤0.01% | 3143 |
|
|
2014
Q4 | $613K | Sell |
26,336
-136
| -0.5% | -$3.17K | ﹤0.01% | 2962 |
|
|
2014
Q3 | $790K | Sell |
26,472
-47,800
| -64% | -$1.43M | ﹤0.01% | 2846 |
|
|
2014
Q2 | $2.08M | Sell |
74,272
-1,564
| -2% | -$43.8K | ﹤0.01% | 2445 |
|
|
2014
Q1 | $1.65M | Buy |
75,836
+33,886
| +81% | +$739K | ﹤0.01% | 2575 |
|
|
2013
Q4 | $700K | Sell |
41,950
-2,828
| -6% | -$47.2K | ﹤0.01% | 3056 |
|
|
2013
Q3 | $633K | Buy |
44,778
+6,168
| +16% | +$87.2K | ﹤0.01% | 3214 |
|
|
2013
Q2 | $550K | Buy |
+38,610
| New | +$550K | ﹤0.01% | 3180 |
|