Magnolia Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Hold |
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|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $877K | Hold |
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|
2024
Q4 | $857K | Hold |
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|
2024
Q3 | $754K | Hold |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $399K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $479K | Buy |
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