PhiloSmith Capital’s JPMorgan Chase JPM Stock Holding History

PhiloSmith Capital’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.53M	Hold
2025 Q2	$1.41M	Hold
2025 Q1	$1.19M	Hold
2024 Q4	$1.16M	Sell
2024 Q3	$2.01M	Hold
2024 Q2	$1.93M	Hold
2024 Q1	$1.91M	Hold
2023 Q4	$1.62M	Hold
2023 Q3	$1.38M	Hold
2023 Q2	$1.39M	Hold
2023 Q1	$1.24M	Hold
2022 Q4	$1.28M	Hold
2022 Q3	$998K	Hold
2022 Q2	$1.08M	Sell
2022 Q1	$1.32M	Buy
2021 Q4	$1.51M	Hold
2021 Q3	$1.56M	Hold
2021 Q2	$1.49M	Hold
2021 Q1	$1.45M	Hold
2020 Q4	$1.21M	Hold
2020 Q3	$919K	Hold
2020 Q2	$898K	Hold
2020 Q1	$860K	Sell
2019 Q4	$4.97M	Buy
2019 Q3	$1.12M	Hold
2019 Q2	$1.07M	Hold
2019 Q1	$967K	Hold
2018 Q4	$932K	Hold
2018 Q3	$1.08M	Hold
2018 Q2	$995K	Hold
2018 Q1	$1.05M	Hold
2017 Q4	$1.02M	Hold
2017 Q3	$912K	Hold
2017 Q2	$873K	Hold
2017 Q1	$839K	Hold
2016 Q4	$824K	Buy