Magnolia Capital Management’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 | $1.04M | Hold |
3,575
| – | – | 0.83% | 24 |
|
|
2025
Q1 | $877K | Hold |
3,575
| – | – | 0.75% | 26 |
|
|
2024
Q4 | $857K | Hold |
3,575
| – | – | 0.68% | 27 |
|
|
2024
Q3 | $754K | Hold |
3,575
| – | – | 0.6% | 35 |
|
|
2024
Q2 | $723K | Buy |
3,575
+250
| +8% | +$50.6K | 0.61% | 35 |
|
|
2024
Q1 | $666K | Buy |
3,325
+400
| +14% | +$80.1K | 0.57% | 38 |
|
|
2023
Q4 | $498K | Hold |
2,925
| – | – | 0.45% | 43 |
|
|
2023
Q3 | $424K | Hold |
2,925
| – | – | 0.41% | 51 |
|
|
2023
Q2 | $425K | Hold |
2,925
| – | – | 0.38% | 54 |
|
|
2023
Q1 | $381K | Hold |
2,925
| – | – | 0.36% | 56 |
|
|
2022
Q4 | $392K | Hold |
2,925
| – | – | 0.38% | 55 |
|
|
2022
Q3 | $306K | Hold |
2,925
| – | – | 0.32% | 61 |
|
|
2022
Q2 | $329K | Hold |
2,925
| – | – | 0.32% | 60 |
|
|
2022
Q1 | $399K | Hold |
2,925
| – | – | 0.33% | 55 |
|
|
2021
Q4 | $463K | Hold |
2,925
| – | – | 0.36% | 52 |
|
|
2021
Q3 | $479K | Buy |
+2,925
| New | +$479K | 0.41% | 47 |
|