Magnolia Capital Advisors’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 | $4.99M | Sell |
17,221
-584
| -3% | -$169K | 1.26% | 19 |
|
|
2025
Q1 | $4.37M | Sell |
17,805
-1,077
| -6% | -$264K | 1.19% | 18 |
|
|
2024
Q4 | $4.53M | Buy |
18,882
+6,812
| +56% | +$1.63M | 1.17% | 24 |
|
|
2024
Q3 | $2.55M | Sell |
12,070
-992
| -8% | -$209K | 1.27% | 17 |
|
|
2024
Q2 | $2.64M | Sell |
13,062
-9,231
| -41% | -$1.87M | 1.48% | 14 |
|
|
2024
Q1 | $4.14M | Buy |
22,293
+3,169
| +17% | +$589K | 3.46% | 5 |
|
|
2023
Q4 | $3.37M | Buy |
19,124
+945
| +5% | +$167K | 2.46% | 11 |
|
|
2023
Q3 | $2.5M | Buy |
18,179
+268
| +1% | +$36.8K | 2.4% | 6 |
|
|
2023
Q2 | $2.6M | Sell |
17,911
-115
| -0.6% | -$16.7K | 1.31% | 20 |
|
|
2023
Q1 | $2.35M | Buy |
18,026
+724
| +4% | +$94.3K | 1.21% | 18 |
|
|
2022
Q4 | $2.32M | Sell |
17,302
-641
| -4% | -$86K | 1.54% | 13 |
|
|
2022
Q3 | $1.88M | Buy |
17,943
+1,296
| +8% | +$135K | 1.59% | 12 |
|
|
2022
Q2 | $1.87M | Sell |
16,647
-196
| -1% | -$22.1K | 1.7% | 12 |
|
|
2022
Q1 | $2.3M | Buy |
16,843
+187
| +1% | +$25.5K | 0.9% | 30 |
|
|
2021
Q4 | $2.64M | Sell |
16,656
-1,235
| -7% | -$196K | 0.77% | 34 |
|
|
2021
Q3 | $2.93M | Buy |
17,891
+2,361
| +15% | +$387K | 1.02% | 27 |
|
|
2021
Q2 | $2.42M | Buy |
+15,530
| New | +$2.42M | 1.07% | 22 |
|
|
2021
Q1 | – | Sell |
-6,776
| Closed | -$861K | – | 103 |
|
|
2020
Q4 | $861K | Buy |
6,776
+422
| +7% | +$53.6K | 0.56% | 37 |
|
|
2020
Q3 | $612K | Buy |
6,354
+298
| +5% | +$28.7K | 0.48% | 39 |
|
|
2020
Q2 | $570K | Sell |
6,056
-195
| -3% | -$18.4K | 0.73% | 29 |
|
|
2020
Q1 | $563K | Buy |
6,251
+220
| +4% | +$19.8K | 1.09% | 24 |
|
|
2019
Q4 | $840K | Buy |
+6,031
| New | +$840K | 0.8% | 27 |
|