Orca Investment 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
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.34M | Sell |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.57M | Hold |
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|
2017
Q3 | $1.4M | Hold |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.37M | Hold |
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.06M | Hold |
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|
2016
Q2 | $994K | Sell |
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|
2016
Q1 | $955K | Hold |
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|
2015
Q4 | $1.06M | Sell |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $999K | Hold |
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|
2014
Q4 | $1.03M | Sell |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $962K | Buy |
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|
2014
Q1 | $867K | Hold |
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|
2013
Q4 | $835K | Buy |
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