Malaga Cove Capital’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 | $7.1M | Sell |
24,478
-713
| -3% | -$207K | 2.79% | 5 |
|
|
2025
Q1 | $6.18M | Buy |
25,191
+83
| +0.3% | +$20.4K | 2.67% | 4 |
|
|
2024
Q4 | $6.02M | Sell |
25,108
-505
| -2% | -$121K | 2.36% | 4 |
|
|
2024
Q3 | $5.4M | Sell |
25,613
-76
| -0.3% | -$16K | 2.17% | 6 |
|
|
2024
Q2 | $5.2M | Sell |
25,689
-76
| -0.3% | -$15.4K | 2.11% | 4 |
|
|
2024
Q1 | $5.16M | Sell |
25,765
-198
| -0.8% | -$39.7K | 2.1% | 7 |
|
|
2023
Q4 | $4.42M | Sell |
25,963
-1,269
| -5% | -$216K | 1.86% | 8 |
|
|
2023
Q3 | $3.95M | Sell |
27,232
-285
| -1% | -$41.3K | 1.82% | 8 |
|
|
2023
Q2 | $4M | Sell |
27,517
-78
| -0.3% | -$11.3K | 1.85% | 6 |
|
|
2023
Q1 | $3.6M | Sell |
27,595
-12
| -0% | -$1.56K | 1.78% | 8 |
|
|
2022
Q4 | $3.7M | Sell |
27,607
-51
| -0.2% | -$6.84K | 2.02% | 6 |
|
|
2022
Q3 | $2.89M | Buy |
27,658
+1,256
| +5% | +$131K | 1.65% | 9 |
|
|
2022
Q2 | $2.96M | Buy |
26,402
+943
| +4% | +$106K | 1.65% | 8 |
|
|
2022
Q1 | $3.47M | Buy |
25,459
+587
| +2% | +$80K | 1.58% | 9 |
|
|
2021
Q4 | $3.94M | Sell |
24,872
-79
| -0.3% | -$12.5K | 1.54% | 10 |
|
|
2021
Q3 | $4.08M | Sell |
24,951
-177
| -0.7% | -$29K | 1.68% | 9 |
|
|
2021
Q2 | $3.91M | Buy |
25,128
+264
| +1% | +$41.1K | 1.67% | 9 |
|
|
2021
Q1 | $3.8M | Sell |
24,864
-453
| -2% | -$69.2K | 1.62% | 10 |
|
|
2020
Q4 | $3.2M | Buy |
25,317
+91
| +0.4% | +$11.5K | 1.5% | 10 |
|
|
2020
Q3 | $2.43M | Buy |
25,226
+1,814
| +8% | +$175K | 1.41% | 12 |
|
|
2020
Q2 | $2.2M | Buy |
23,412
+4,263
| +22% | +$401K | 1.34% | 12 |
|
|
2020
Q1 | $1.74M | Buy |
19,149
+91
| +0.5% | +$8.26K | 1.43% | 12 |
|
|
2019
Q4 | $2.66M | Sell |
19,058
-58
| -0.3% | -$8.09K | 1.65% | 10 |
|
|
2019
Q3 | $2.25M | Buy |
19,116
+1,271
| +7% | +$150K | 1.52% | 12 |
|
|
2019
Q2 | $2M | Sell |
17,845
-60
| -0.3% | -$6.71K | 1.29% | 14 |
|
|
2019
Q1 | $1.81M | Sell |
17,905
-1,443
| -7% | -$146K | 1.11% | 21 |
|
|
2018
Q4 | $1.88M | Buy |
19,348
+2,739
| +16% | +$266K | 1.3% | 18 |
|
|
2018
Q3 | $1.9M | Sell |
16,609
-121
| -0.7% | -$13.8K | 1.03% | 25 |
|
|
2018
Q2 | $1.74M | Sell |
16,730
-92
| -0.5% | -$9.59K | 0.88% | 33 |
|
|
2018
Q1 | $1.85M | Sell |
16,822
-52
| -0.3% | -$5.72K | 0.99% | 27 |
|
|
2017
Q4 | $1.81M | Hold |
16,874
| – | – | 1.01% | 31 |
|
|
2017
Q3 | $1.63M | Sell |
16,874
-109
| -0.6% | -$10.5K | 0.94% | 34 |
|
|
2017
Q2 | $1.55M | Buy |
16,983
+71
| +0.4% | +$6.48K | 0.93% | 37 |
|
|
2017
Q1 | $1.48M | Sell |
16,912
-109
| -0.6% | -$9.54K | 0.9% | 37 |
|
|
2016
Q4 | $1.47M | Sell |
17,021
-15
| -0.1% | -$1.29K | 0.96% | 36 |
|
|
2016
Q3 | $1.13M | Hold |
17,036
| – | – | 0.82% | 41 |
|
|
2016
Q2 | $1.01M | Hold |
17,036
| – | – | 0.83% | 42 |
|
|
2016
Q1 | $1.01M | Sell |
17,036
-203
| -1% | -$12K | 0.83% | 42 |
|
|
2015
Q4 | $1.15M | Sell |
17,239
-25
| -0.1% | -$1.67K | 0.82% | 48 |
|
|
2015
Q3 | $1.05M | Sell |
17,264
-299
| -2% | -$18.2K | 0.84% | 43 |
|
|
2015
Q2 | $1.18M | Hold |
17,563
| – | – | 0.85% | 30 |
|
|
2015
Q1 | $1.05M | Hold |
17,563
| – | – | 0.83% | 34 |
|
|
2014
Q4 | $1.11M | Sell |
17,563
-114
| -0.6% | -$7.19K | 0.89% | 35 |
|
|
2014
Q3 | $1.07M | Hold |
17,677
| – | – | 0.86% | 27 |
|
|
2014
Q2 | $1.02M | Buy |
17,677
+7,711
| +77% | +$445K | 0.85% | 29 |
|
|
2014
Q1 | $605K | Buy |
+9,966
| New | +$605K | 0.51% | 37 |
|