QV Investors’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 | $6.04M | Buy |
20,835
+140
| +0.7% | +$40.6K | 0.59% | 40 |
|
|
2025
Q1 | $5.08M | Sell |
20,695
-5,070
| -20% | -$1.24M | 0.51% | 42 |
|
|
2024
Q4 | $6.18M | Sell |
25,765
-3,835
| -13% | -$919K | 0.64% | 42 |
|
|
2024
Q3 | $6.24M | Buy |
29,600
+170
| +0.6% | +$35.8K | 0.55% | 44 |
|
|
2024
Q2 | $5.95M | Sell |
29,430
-5,880
| -17% | -$1.19M | 0.56% | 48 |
|
|
2024
Q1 | $7.07M | Sell |
35,310
-8,130
| -19% | -$1.63M | 0.61% | 45 |
|
|
2023
Q4 | $7.39M | Sell |
43,440
-1,210
| -3% | -$206K | 0.67% | 43 |
|
|
2023
Q3 | $6.48M | Sell |
44,650
-1,010
| -2% | -$146K | 0.67% | 44 |
|
|
2023
Q2 | $6.64M | Sell |
45,660
-2,220
| -5% | -$323K | 0.6% | 51 |
|
|
2023
Q1 | $6.24M | Sell |
47,880
-2,580
| -5% | -$336K | 0.58% | 49 |
|
|
2022
Q4 | $6.77M | Buy |
50,460
+9,460
| +23% | +$1.27M | 0.65% | 48 |
|
|
2022
Q3 | $4.29M | Sell |
41,000
-1,440
| -3% | -$150K | 0.41% | 52 |
|
|
2022
Q2 | $4.78M | Sell |
42,440
-5,470
| -11% | -$616K | 0.44% | 53 |
|
|
2022
Q1 | $6.53M | Sell |
47,910
-6,780
| -12% | -$924K | 0.46% | 49 |
|
|
2021
Q4 | $8.66M | Sell |
54,690
-4,500
| -8% | -$713K | 0.6% | 41 |
|
|
2021
Q3 | $9.69M | Hold |
59,190
| – | – | 0.73% | 39 |
|
|
2021
Q2 | $9.21M | Sell |
59,190
-15,520
| -21% | -$2.41M | 0.56% | 42 |
|
|
2021
Q1 | $11.4M | Sell |
74,710
-11,310
| -13% | -$1.72M | 0.7% | 41 |
|
|
2020
Q4 | $10.9M | Sell |
86,020
-9,310
| -10% | -$1.18M | 0.72% | 38 |
|
|
2020
Q3 | $9.18M | Sell |
95,330
-1,640
| -2% | -$158K | 0.62% | 41 |
|
|
2020
Q2 | $9.12M | Buy |
96,970
+10,878
| +13% | +$1.02M | 0.61% | 46 |
|
|
2020
Q1 | $7.75M | Sell |
86,092
-16,118
| -16% | -$1.45M | 0.66% | 36 |
|
|
2019
Q4 | $14.2M | Sell |
102,210
-670
| -0.7% | -$93.4K | 0.6% | 39 |
|
|
2019
Q3 | $12.1M | Sell |
102,880
-55,260
| -35% | -$6.5M | 0.36% | 41 |
|
|
2019
Q2 | $17.7M | Buy |
158,140
+157,095
| +15,033% | +$17.6M | 0.56% | 32 |
|
|
2019
Q1 | $105K | Sell |
1,045
-270
| -21% | -$27.1K | ﹤0.01% | 42 |
|
|
2018
Q4 | $128K | Buy |
1,315
+110
| +9% | +$10.7K | ﹤0.01% | 40 |
|
|
2018
Q3 | $135K | Hold |
1,205
| – | – | ﹤0.01% | 45 |
|
|
2018
Q2 | $125K | Sell |
1,205
-170
| -12% | -$17.6K | ﹤0.01% | 47 |
|
|
2018
Q1 | $151K | Buy |
1,375
+290
| +27% | +$31.8K | ﹤0.01% | 49 |
|
|
2017
Q4 | $116K | Buy |
1,085
+90
| +9% | +$9.62K | ﹤0.01% | 50 |
|
|
2017
Q3 | $95K | Sell |
995
-22,980
| -96% | -$2.19M | ﹤0.01% | 49 |
|
|
2017
Q2 | $2.19M | Buy |
23,975
+340
| +1% | +$31.1K | 0.05% | 52 |
|
|
2017
Q1 | $2.08M | Buy |
23,635
+367
| +2% | +$32.2K | 0.21% | 33 |
|
|
2016
Q4 | $2.01M | Sell |
23,268
-6,090
| -21% | -$525K | 0.22% | 32 |
|
|
2016
Q3 | $1.96M | Buy |
29,358
+18
| +0.1% | +$1.2K | 0.24% | 32 |
|
|
2016
Q2 | $1.82M | Hold |
29,340
| – | – | 0.23% | 30 |
|
|
2016
Q1 | $1.74M | Hold |
29,340
| – | – | 0.23% | 30 |
|
|
2015
Q4 | $1.94M | Sell |
29,340
-2,350
| -7% | -$155K | 0.26% | 31 |
|
|
2015
Q3 | $1.93M | Hold |
31,690
| – | – | 0.23% | 30 |
|
|
2015
Q2 | $2.15M | Hold |
31,690
| – | – | 0.24% | 30 |
|
|
2015
Q1 | $1.92M | Hold |
31,690
| – | – | 0.22% | 30 |
|
|
2014
Q4 | $1.98M | Buy |
31,690
+900
| +3% | +$56.3K | 0.25% | 28 |
|
|
2014
Q3 | $1.86M | Buy |
30,790
+840
| +3% | +$50.6K | 0.24% | 27 |
|
|
2014
Q2 | $1.73M | Buy |
+29,950
| New | +$1.73M | 0.24% | 26 |
|
|
2013
Q4 | $3.11M | Buy |
+53,225
| New | +$3.11M | 0.58% | 20 |
|