Patron Partners’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 | $1.82M | Buy |
6,270
+786
| +14% | +$228K | 0.9% | 25 |
|
|
2025
Q1 | $1.35M | Buy |
5,484
+410
| +8% | +$101K | 0.73% | 34 |
|
|
2024
Q4 | $1.22M | Buy |
5,074
+481
| +10% | +$115K | 0.66% | 37 |
|
|
2024
Q3 | $968K | Buy |
4,593
+87
| +2% | +$18.3K | 0.54% | 49 |
|
|
2024
Q2 | $911K | Buy |
4,506
+14
| +0.3% | +$2.83K | 0.54% | 49 |
|
|
2024
Q1 | $900K | Buy |
4,492
+923
| +26% | +$185K | 0.55% | 47 |
|
|
2023
Q4 | $607K | Buy |
3,569
+239
| +7% | +$40.7K | 0.4% | 75 |
|
|
2023
Q3 | $483K | Buy |
3,330
+179
| +6% | +$26K | 0.36% | 82 |
|
|
2023
Q2 | $458K | Buy |
3,151
+398
| +14% | +$57.9K | 0.32% | 93 |
|
|
2023
Q1 | $359K | Sell |
2,753
-102
| -4% | -$13.3K | 0.27% | 106 |
|
|
2022
Q4 | $383K | Sell |
2,855
-161
| -5% | -$21.6K | 0.29% | 95 |
|
|
2022
Q3 | $315K | Sell |
3,016
-107
| -3% | -$11.2K | 0.26% | 108 |
|
|
2022
Q2 | $352K | Sell |
3,123
-559
| -15% | -$63K | 0.28% | 96 |
|
|
2022
Q1 | $501K | Buy |
3,682
+120
| +3% | +$16.3K | 0.34% | 77 |
|
|
2021
Q4 | $564K | Sell |
3,562
-57
| -2% | -$9.03K | 0.37% | 79 |
|
|
2021
Q3 | $592K | Buy |
3,619
+27
| +0.8% | +$4.42K | 0.44% | 67 |
|
|
2021
Q2 | $558K | Sell |
3,592
-1,006
| -22% | -$156K | 0.42% | 67 |
|
|
2021
Q1 | $699K | Buy |
4,598
+196
| +4% | +$29.8K | 0.59% | 41 |
|
|
2020
Q4 | $559K | Buy |
+4,402
| New | +$559K | 0.54% | 46 |
|