Pavion Blue Capital’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 | $6.88M | Buy |
23,746
+827
| +4% | +$240K | 3.06% | 9 |
|
|
2025
Q1 | $5.62M | Sell |
22,919
-45
| -0.2% | -$11K | 2.68% | 12 |
|
|
2024
Q4 | $5.5M | Sell |
22,964
-69
| -0.3% | -$16.5K | 2.58% | 10 |
|
|
2024
Q3 | $4.86M | Sell |
23,033
-37
| -0.2% | -$7.8K | 2.26% | 15 |
|
|
2024
Q2 | $4.67M | Sell |
23,070
-185
| -0.8% | -$37.4K | 2.3% | 16 |
|
|
2024
Q1 | $4.66M | Sell |
23,255
-74
| -0.3% | -$14.8K | 2.3% | 15 |
|
|
2023
Q4 | $3.97M | Sell |
23,329
-102
| -0.4% | -$17.4K | 2.19% | 15 |
|
|
2023
Q3 | $3.35M | Buy |
23,431
+72
| +0.3% | +$10.3K | 2.04% | 16 |
|
|
2023
Q2 | $3.4M | Sell |
23,359
-60
| -0.3% | -$8.73K | 1.98% | 16 |
|
|
2023
Q1 | $3.05M | Sell |
23,419
-377
| -2% | -$49.1K | 1.88% | 18 |
|
|
2022
Q4 | $3.19M | Sell |
23,796
-276
| -1% | -$37K | 2.04% | 18 |
|
|
2022
Q3 | $2.52M | Buy |
24,072
+1,583
| +7% | +$165K | 1.8% | 19 |
|
|
2022
Q2 | $2.53M | Buy |
22,489
+316
| +1% | +$35.6K | 1.71% | 20 |
|
|
2022
Q1 | $3.02M | Sell |
22,173
-38
| -0.2% | -$5.18K | 1.77% | 18 |
|
|
2021
Q4 | $3.52M | Sell |
22,211
-76
| -0.3% | -$12K | 2.04% | 16 |
|
|
2021
Q3 | $3.65M | Sell |
22,287
-155
| -0.7% | -$25.4K | 2.27% | 16 |
|
|
2021
Q2 | $3.49M | Sell |
22,442
-368
| -2% | -$57.2K | 2.1% | 17 |
|
|
2021
Q1 | $3.47M | Sell |
22,810
-128
| -0.6% | -$19.5K | 2.29% | 14 |
|
|
2020
Q4 | $2.92M | Sell |
22,938
-398
| -2% | -$50.6K | 2% | 18 |
|
|
2020
Q3 | $2.25M | Buy |
23,336
+1,161
| +5% | +$112K | 1.73% | 18 |
|
|
2020
Q2 | $2.09M | Buy |
22,175
+462
| +2% | +$43.5K | 1.82% | 19 |
|
|
2020
Q1 | $1.96M | Buy |
21,713
+1,623
| +8% | +$146K | 2.03% | 18 |
|
|
2019
Q4 | $2.8M | Buy |
+20,090
| New | +$2.8M | 2.78% | 15 |
|