Orleans 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 | $4.53M | Buy |
15,638
+1,720
| +12% | +$499K | 2.41% | 9 |
|
|
2025
Q1 | $3.41M | Buy |
13,918
+15
| +0.1% | +$3.68K | 2.01% | 14 |
|
|
2024
Q4 | $3.82M | Buy |
13,903
+150
| +1% | +$41.2K | 2.14% | 12 |
|
|
2024
Q3 | $2.9M | Sell |
13,753
-150
| -1% | -$31.6K | 1.65% | 22 |
|
|
2024
Q2 | $2.81M | Sell |
13,903
-285
| -2% | -$57.6K | 1.79% | 22 |
|
|
2024
Q1 | $2.84M | Sell |
14,188
-222
| -2% | -$44.5K | 1.87% | 20 |
|
|
2023
Q4 | $2.45M | Buy |
14,410
+1,308
| +10% | +$222K | 1.65% | 23 |
|
|
2023
Q3 | $1.9M | Buy |
13,102
+2,375
| +22% | +$344K | 1.41% | 28 |
|
|
2023
Q2 | $1.56M | Buy |
10,727
+390
| +4% | +$56.7K | 1.11% | 32 |
|
|
2023
Q1 | $1.35M | Hold |
10,337
| – | – | 0.99% | 33 |
|
|
2022
Q4 | $1.39M | Hold |
10,337
| – | – | 1.06% | 33 |
|
|
2022
Q3 | $1.08M | Sell |
10,337
-396
| -4% | -$41.4K | 0.9% | 37 |
|
|
2022
Q2 | $1.21M | Sell |
10,733
-75
| -0.7% | -$8.45K | 0.9% | 37 |
|
|
2022
Q1 | $1.47M | Sell |
10,808
-5,415
| -33% | -$738K | 0.92% | 40 |
|
|
2021
Q4 | $2.57M | Buy |
16,223
+199
| +1% | +$31.5K | 1.46% | 29 |
|
|
2021
Q3 | $2.62M | Sell |
16,024
-25
| -0.2% | -$4.09K | 1.67% | 26 |
|
|
2021
Q2 | $2.5M | Sell |
16,049
-880
| -5% | -$137K | 1.6% | 26 |
|
|
2021
Q1 | $2.58M | Sell |
16,929
-315
| -2% | -$48K | 1.75% | 24 |
|
|
2020
Q4 | $2.19M | Sell |
17,244
-1,350
| -7% | -$172K | 1.58% | 26 |
|
|
2020
Q3 | $1.79M | Buy |
18,594
+350
| +2% | +$33.7K | 1.37% | 32 |
|
|
2020
Q2 | $1.72M | Buy |
+18,244
| New | +$1.72M | 1.4% | 32 |
|
|
2020
Q1 | – | Sell |
-20,635
| Closed | -$2.88M | – | 58 |
|
|
2019
Q4 | $2.88M | Buy |
20,635
+50
| +0.2% | +$6.97K | 2.02% | 18 |
|
|
2019
Q3 | $2.42M | Buy |
20,585
+190
| +0.9% | +$22.4K | 1.79% | 20 |
|
|
2019
Q2 | $2.28M | Buy |
20,395
+284
| +1% | +$31.7K | 1.72% | 27 |
|
|
2019
Q1 | $2.04M | Buy |
20,111
+3,380
| +20% | +$342K | 1.56% | 28 |
|
|
2018
Q4 | $1.63M | Sell |
16,731
-5,780
| -26% | -$564K | 1.52% | 28 |
|
|
2018
Q3 | $2.54M | Buy |
22,511
+2,000
| +10% | +$226K | 1.74% | 22 |
|
|
2018
Q2 | $2.14M | Buy |
20,511
+595
| +3% | +$62K | 1.54% | 30 |
|
|
2018
Q1 | $2.19M | Buy |
19,916
+5,320
| +36% | +$585K | 1.61% | 29 |
|
|
2017
Q4 | $1.56M | Buy |
14,596
+12,395
| +563% | +$1.33M | 1.11% | 41 |
|
|
2017
Q3 | $210K | Buy |
+2,201
| New | +$210K | 0.16% | 77 |
|