Patron Partners’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
Q3 | $2.12M | Buy |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $911K | Buy |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $607K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $592K | Buy |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $699K | Buy |
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|
2020
Q4 | $559K | Buy |
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