Permanens 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 | $5.47M | Buy |
18,876
+2,092
| +12% | +$606K | 0.75% | 17 |
|
|
2025
Q1 | $4.12M | Buy |
16,784
+1,355
| +9% | +$332K | 0.75% | 16 |
|
|
2024
Q4 | $3.7M | Hold |
15,429
| – | – | 0.71% | 21 |
|
|
2024
Q3 | $3.25M | Sell |
15,429
-14,548
| -49% | -$3.07M | 0.66% | 22 |
|
|
2024
Q2 | $6.06M | Buy |
29,977
+3,205
| +12% | +$648K | 0.62% | 16 |
|
|
2024
Q1 | $5.36M | Sell |
26,772
-966
| -3% | -$193K | 0.66% | 12 |
|
|
2023
Q4 | $4.72M | Buy |
27,738
+6,335
| +30% | +$1.08M | 0.92% | 12 |
|
|
2023
Q3 | $3.1M | Buy |
21,403
+865
| +4% | +$125K | 0.53% | 17 |
|
|
2023
Q2 | $2.99M | Sell |
20,538
-12,812
| -38% | -$1.86M | 0.69% | 13 |
|
|
2023
Q1 | $4.35M | Buy |
33,350
+9,000
| +37% | +$1.17M | 0.94% | 11 |
|
|
2022
Q4 | $3.27M | Sell |
24,350
-3,150
| -11% | -$422K | 0.79% | 11 |
|
|
2022
Q3 | $2.87M | Sell |
27,500
-9,591
| -26% | -$1M | 0.65% | 15 |
|
|
2022
Q2 | $4.18M | Hold |
37,091
| – | – | 0.84% | 21 |
|
|
2022
Q1 | $5.06M | Sell |
37,091
-16,312
| -31% | -$2.22M | 0.78% | 29 |
|
|
2021
Q4 | $8.46M | Hold |
53,403
| – | – | 1.33% | 16 |
|
|
2021
Q3 | $8.74M | Buy |
53,403
+1,971
| +4% | +$323K | 1.58% | 12 |
|
|
2021
Q2 | $8M | Buy |
51,432
+3,637
| +8% | +$566K | 1.44% | 18 |
|
|
2021
Q1 | $7.28M | Buy |
47,795
+5,762
| +14% | +$877K | 1.49% | 9 |
|
|
2020
Q4 | $5.34M | Buy |
+42,033
| New | +$5.34M | 1.12% | 15 |
|
|
2020
Q1 | – | Sell |
-360
| Closed | -$50K | – | 125 |
|
|
2019
Q4 | $50K | Buy |
+360
| New | +$50K | 0.01% | 76 |
|