PC
Permit Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,955
| Closed | -$469K | – | 26 |
|
|
2024
Q4 | $469K | Hold |
1,955
| – | – | 0.16% | 26 |
|
|
2024
Q3 | $412K | Hold |
1,955
| – | – | 0.13% | 27 |
|
|
2024
Q2 | $395K | Sell |
1,955
-670
| -26% | -$136K | 0.15% | 26 |
|
|
2024
Q1 | $526K | Hold |
2,625
| – | – | 0.34% | 23 |
|
|
2023
Q4 | $447K | Buy |
2,625
+375
| +17% | +$63.8K | 0.15% | 23 |
|
|
2023
Q3 | $326K | Hold |
2,250
| – | – | 0.14% | 22 |
|
|
2023
Q2 | $327K | Hold |
2,250
| – | – | 0.12% | 22 |
|
|
2023
Q1 | $293K | Sell |
2,250
-250
| -10% | -$32.6K | 0.11% | 20 |
|
|
2022
Q4 | $335K | Hold |
2,500
| – | – | 0.12% | 23 |
|
|
2022
Q3 | $261K | Hold |
2,500
| – | – | 0.09% | 24 |
|
|
2022
Q2 | $282K | Sell |
2,500
-342
| -12% | -$38.6K | 0.09% | 24 |
|
|
2022
Q1 | $387K | Sell |
2,842
-172
| -6% | -$23.4K | 0.1% | 24 |
|
|
2021
Q4 | $477K | Sell |
3,014
-141
| -4% | -$22.3K | 0.13% | 21 |
|
|
2021
Q3 | $516K | Sell |
3,155
-435
| -12% | -$71.1K | 0.15% | 21 |
|
|
2021
Q2 | $558K | Sell |
3,590
-645
| -15% | -$100K | 0.17% | 19 |
|
|
2021
Q1 | $623K | Hold |
4,235
| – | – | 0.21% | 17 |
|
|
2020
Q4 | $538K | Hold |
4,235
| – | – | 0.19% | 19 |
|
|
2020
Q3 | $408K | Hold |
4,235
| – | – | 0.14% | 19 |
|
|
2020
Q2 | $398K | Hold |
4,235
| – | – | 0.15% | 19 |
|
|
2020
Q1 | $381K | Buy |
+4,235
| New | +$381K | 0.16% | 21 |
|