Old Mission 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
Q1 | – | Sell |
-937
| Closed | -$225K | – | 1067 |
|
|
2024
Q4 | $225K | Buy |
+937
| New | +$225K | ﹤0.01% | 805 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1074 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1157 |
|
|
2020
Q3 | – | Sell |
-5,972
| Closed | -$562K | – | 517 |
|
|
2020
Q2 | $562K | Buy |
+5,972
| New | +$562K | 0.04% | 259 |
|
|
2019
Q3 | – | Sell |
-2,532
| Closed | -$283K | – | 288 |
|
|
2019
Q2 | $283K | Buy |
+2,532
| New | +$283K | 0.04% | 209 |
|
|
2018
Q3 | – | Sell |
-2,876
| Closed | -$300K | – | 307 |
|
|
2018
Q2 | $300K | Buy |
+2,876
| New | +$300K | 0.03% | 166 |
|
|
2018
Q1 | – | Sell |
-27,200
| Closed | -$2.91M | – | 329 |
|
|
2017
Q4 | $2.91M | Buy |
+27,200
| New | +$2.91M | 0.19% | 77 |
|
|
2017
Q3 | – | Sell |
-4,162
| Closed | -$380K | – | 383 |
|
|
2017
Q2 | $380K | Buy |
4,162
+1,662
| +66% | +$152K | 0.05% | 192 |
|
|
2017
Q1 | $220K | Buy |
+2,500
| New | +$220K | 0.02% | 301 |
|