PYA Waltman 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 | $3.78M | Buy |
13,039
+620
| +5% | +$180K | 1.09% | 23 |
|
|
2025
Q1 | $3.05M | Sell |
12,419
-300
| -2% | -$73.6K | 0.96% | 26 |
|
|
2024
Q4 | $3.05M | Buy |
12,719
+3
| +0% | +$719 | 0.98% | 24 |
|
|
2024
Q3 | $2.68M | Buy |
12,716
+437
| +4% | +$92.1K | 0.88% | 29 |
|
|
2024
Q2 | $2.48M | Buy |
12,279
+1,028
| +9% | +$208K | 0.91% | 28 |
|
|
2024
Q1 | $2.25M | Buy |
11,251
+178
| +2% | +$35.7K | 0.84% | 32 |
|
|
2023
Q4 | $1.88M | Buy |
11,073
+229
| +2% | +$39K | 0.78% | 31 |
|
|
2023
Q3 | $1.57M | Buy |
10,844
+1,194
| +12% | +$173K | 0.67% | 32 |
|
|
2023
Q2 | $1.49M | Buy |
9,650
+2,578
| +36% | +$399K | 0.64% | 30 |
|
|
2023
Q1 | $922K | Buy |
7,072
+1,133
| +19% | +$148K | 0.46% | 34 |
|
|
2022
Q4 | $796K | Buy |
5,939
+738
| +14% | +$99K | 0.42% | 29 |
|
|
2022
Q3 | $544K | Buy |
5,201
+2,182
| +72% | +$228K | 0.32% | 30 |
|
|
2022
Q2 | $340K | Buy |
3,019
+653
| +28% | +$73.5K | 0.19% | 31 |
|
|
2022
Q1 | $323K | Buy |
2,366
+473
| +25% | +$64.6K | 0.16% | 34 |
|
|
2021
Q4 | $300K | Hold |
1,893
| – | – | 0.15% | 32 |
|
|
2021
Q3 | $310K | Sell |
1,893
-444
| -19% | -$72.7K | 0.17% | 30 |
|
|
2021
Q2 | $363K | Buy |
2,337
+164
| +8% | +$25.5K | 0.19% | 31 |
|
|
2021
Q1 | $331K | Sell |
2,173
-200
| -8% | -$30.5K | 0.19% | 30 |
|
|
2020
Q4 | $302K | Buy |
+2,373
| New | +$302K | 0.18% | 33 |
|
|
2020
Q3 | – | Sell |
-2,650
| Closed | -$249K | – | 46 |
|
|
2020
Q2 | $249K | Buy |
+2,650
| New | +$249K | 0.21% | 29 |
|