Port Capital’s JPMorgan Chase JPM Stock Holding History

Port Capital’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Sell	3,756 -350	-9%	-$101K	0.05%	48
2025 Q1	$1.01M	Sell	4,106 -875	-18%	-$215K	0.05%	48
2024 Q4	$1.19M	Sell	4,981 -118	-2%	-$28.3K	0.05%	48
2024 Q3	$1.08M	Sell	5,099 -295	-5%	-$62.2K	0.05%	48
2024 Q2	$1.09M	Sell	5,394 -12	-0.2%	-$2.43K	0.05%	46
2024 Q1	$1.08M	Sell	5,406 -858	-14%	-$172K	0.05%	46
2023 Q4	$1.07M	Sell	6,264 -541	-8%	-$92.1K	0.06%	47
2023 Q3	$987K	Buy	6,805 +134	+2%	+$19.4K	0.06%	44
2023 Q2	$970K	Buy	6,671 +1,265	+23%	+$184K	0.06%	48
2023 Q1	$704K	Sell	5,406 -1,119	-17%	-$146K	0.05%	49
2022 Q4	$875K	Sell	6,525 -679	-9%	-$91.1K	0.06%	46
2022 Q3	$753K	Sell	7,204 -629	-8%	-$65.7K	0.06%	46
2022 Q2	$882K	Buy	7,833 +107	+1%	+$12K	0.07%	46
2022 Q1	$1.05M	Sell	7,726 -2,007	-21%	-$274K	0.07%	46
2021 Q4	$1.54M	Sell	9,733 -962	-9%	-$152K	0.09%	44
2021 Q3	$1.75M	Sell	10,695 -500	-4%	-$81.9K	0.09%	45
2021 Q2	$1.74M	Sell	11,195 -384	-3%	-$59.7K	0.09%	46
2021 Q1	$1.76M	Sell	11,579 -5,607	-33%	-$854K	0.1%	45
2020 Q4	$2.18M	Sell	17,186 -332	-2%	-$42.2K	0.15%	45
2020 Q3	$1.69M	Buy	17,518 +28	+0.2%	+$2.7K	0.15%	44
2020 Q2	$1.65M	Buy	17,490 +33	+0.2%	+$3.1K	0.16%	42
2020 Q1	$1.57M	Sell	17,457 -1,982	-10%	-$178K	0.22%	43
2019 Q4	$2.71M	Sell	19,439 -10,755	-36%	-$1.5M	0.3%	43
2019 Q3	$3.55M	Sell	30,194 -14,340	-32%	-$1.69M	0.41%	42
2019 Q2	$4.98M	Sell	44,534 -9,410	-17%	-$1.05M	0.59%	42
2019 Q1	$5.46M	Sell	53,944 -9,156	-15%	-$927K	0.71%	42
2018 Q4	$6.16M	Sell	63,100 -1,489	-2%	-$145K	0.94%	37
2018 Q3	$7.29M	Buy	64,589 +335	+0.5%	+$37.8K	0.88%	50
2018 Q2	$6.7M	Sell	64,254 -72	-0.1%	-$7.5K	0.87%	53
2018 Q1	$7.07M	Sell	64,326 -217	-0.3%	-$23.9K	1%	44
2017 Q4	$6.9M	Buy	+64,543	New	+$6.9M	0.98%	47