Maltese 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.39M | Buy |
18,307
+3,293
| +22% | +$999K | 1.06% | 36 |
|
|
2025
Q4 | $4.84M | Sell |
15,014
-5,486
| -27% | -$1.7M | 0.86% | 47 |
|
|
2025
Q3 | $6.47M | Sell |
20,500
-12,000
| -37% | -$3.57M | 0.98% | 40 |
|
|
2025
Q2 | $9.42M | Sell |
32,500
-10,000
| -24% | -$2.55M | 1.32% | 27 |
|
|
2025
Q1 | $10.4M | Buy |
42,500
+10,050
| +31% | +$2.56M | 1.7% | 19 |
|
|
2024
Q4 | $7.78M | Sell |
32,450
-6,650
| -17% | -$1.55M | 1.19% | 29 |
|
|
2024
Q3 | $8.24M | Sell |
39,100
-21,700
| -36% | -$4.57M | 1.33% | 29 |
|
|
2024
Q2 | $12.3M | Buy |
60,800
+18,300
| +43% | +$3.58M | 2.27% | 14 |
|
|
2024
Q1 | $8.51M | Buy |
42,500
+36,000
| +554% | +$6.5M | 1.64% | 23 |
|
|
2023
Q4 | $1.11M | Sell |
6,500
-3,500
| -35% | -$530K | 0.31% | 70 |
|
|
2023
Q3 | $1.45M | Sell |
10,000
-10,000
| -50% | -$1.5M | 0.55% | 61 |
|
|
2023
Q2 | $2.91M | Hold |
20,000
| – | – | 1.01% | 39 |
|
|
2023
Q1 | $2.61M | Buy |
+20,000
| New | +$2.74M | 0.98% | 42 |
|
|
2021
Q2 | – | Sell |
-14,906
| Closed | -$2.27M | – | 154 |
|
|
2021
Q1 | $2.27M | Buy |
+14,906
| New | +$2.14M | 0.3% | 94 |
|
|
2020
Q4 | – | Sell |
-59,100
| Closed | -$5.69M | – | 153 |
|
|
2020
Q3 | $5.69M | Buy |
59,100
+34,100
| +136% | +$3.35M | 0.99% | 33 |
|
|
2020
Q2 | $2.35M | Buy |
+25,000
| New | +$2.37M | 0.32% | 94 |
|
|
2019
Q3 | – | Sell |
-45,000
| Closed | -$5.03M | – | 188 |
|
|
2019
Q2 | $5.03M | Sell |
45,000
-83,100
| -65% | -$9.16M | 0.39% | 89 |
|
|
2019
Q1 | $13M | Buy |
+128,100
| New | +$13.2M | 1.01% | 28 |
|
|
2018
Q2 | – | Sell |
-95,000
| Closed | -$10.4M | – | 218 |
|
|
2018
Q1 | $10.4M | Buy |
+95,000
| New | +$10.8M | 0.71% | 51 |
|
|
2017
Q3 | – | Sell |
-122,700
| Closed | -$11.2M | – | 205 |
|
|
2017
Q2 | $11.2M | Sell |
122,700
-12,300
| -9% | -$1.06M | 1.07% | 28 |
|
|
2017
Q1 | $11.9M | Buy |
135,000
+40,300
| +43% | +$3.56M | 1.29% | 20 |
|
|
2016
Q4 | $8.17M | Buy |
+94,700
| New | +$7.22M | 0.8% | 44 |
|
|
2015
Q4 | – | Sell |
-71,000
| Closed | -$4.33M | – | 222 |
|
|
2015
Q3 | $4.33M | Sell |
71,000
-79,600
| -53% | -$5.21M | 0.49% | 71 |
|
|
2015
Q2 | $10.2M | Buy |
150,600
+90,600
| +151% | +$5.92M | 1.15% | 19 |
|
|
2015
Q1 | $3.63M | Sell |
60,000
-20,000
| -25% | -$1.18M | 0.42% | 83 |
|
|
2014
Q4 | $5.01M | Sell |
80,000
-62,800
| -44% | -$3.78M | 0.59% | 65 |
|
|
2014
Q3 | $8.6M | Sell |
142,800
-22,200
| -13% | -$1.3M | 1.04% | 22 |
|
|
2014
Q2 | $9.51M | Sell |
165,000
-186,000
| -53% | -$10.5M | 1.24% | 16 |
|
|
2014
Q1 | $21.3M | Sell |
351,000
-18,900
| -5% | -$1.09M | 2.72% | 3 |
|
|
2013
Q4 | $21.6M | Sell |
369,900
-85,100
| -19% | -$4.66M | 2.26% | 4 |
|
|
2013
Q3 | $23.5M | Buy |
455,000
+180,000
| +65% | +$9.66M | 2.51% | 3 |
|
|
2013
Q2 | $14.5M | Buy |
+275,000
| New | +$14M | 1.52% | 9 |
|
Other funds holding JPM
VCM
VPM
