Patient 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 | $8.52M | Hold |
29,383
| – | – | 0.38% | 36 |
|
|
2025
Q1 | $7.21M | Sell |
29,383
-3
| -0% | -$736 | 0.37% | 35 |
|
|
2024
Q4 | $7.04M | Hold |
29,386
| – | – | 0.33% | 33 |
|
|
2024
Q3 | $6.2M | Sell |
29,386
-126,593
| -81% | -$26.7M | 0.3% | 35 |
|
|
2024
Q2 | $31.5M | Sell |
155,979
-60,745
| -28% | -$12.3M | 1.68% | 27 |
|
|
2024
Q1 | $43.4M | Sell |
216,724
-51,687
| -19% | -$10.4M | 2.11% | 25 |
|
|
2023
Q4 | $45.7M | Sell |
268,411
-38,707
| -13% | -$6.58M | 2.42% | 16 |
|
|
2023
Q3 | $44.5M | Sell |
307,118
-52
| -0% | -$7.54K | 2.61% | 17 |
|
|
2023
Q2 | $44.7M | Buy |
307,170
+266,670
| +658% | +$38.8M | 2.49% | 21 |
|
|
2023
Q1 | $5.28M | Sell |
40,500
-5,000
| -11% | -$652K | 2.35% | 20 |
|
|
2022
Q4 | $6.1M | Buy |
45,500
+1,050
| +2% | +$141K | 2.96% | 16 |
|
|
2022
Q3 | $4.65M | Buy |
44,450
+4,350
| +11% | +$455K | 2.32% | 20 |
|
|
2022
Q2 | $4.52M | Buy |
40,100
+4,000
| +11% | +$450K | 2% | 22 |
|
|
2022
Q1 | $4.92M | Sell |
36,100
-3,800
| -10% | -$518K | 1.67% | 28 |
|
|
2021
Q4 | $6.32M | Buy |
+39,900
| New | +$6.32M | 1.82% | 20 |
|