Tanaka Capital Management’s JPMorgan Chase JPM Stock Holding History

Tanaka Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$53K	Sell	217 -15	-6%	-$3.66K	0.13%	27
2024 Q4	$56K	Sell	232 -31	-12%	-$7.48K	0.13%	29
2024 Q3	$55K	Sell	263 -31	-11%	-$6.48K	0.13%	31
2024 Q2	$59K	Sell	294 -25	-8%	-$5.02K	0.14%	31
2024 Q1	$64K	Sell	319 -12	-4%	-$2.41K	0.16%	32
2023 Q4	$56K	Hold	331	–	–	0.14%	31
2023 Q3	$48K	Sell	331 -20	-6%	-$2.9K	0.14%	28
2023 Q2	$51K	Sell	351 -35	-9%	-$5.09K	0.14%	29
2023 Q1	$50K	Hold	386	–	–	0.15%	30
2022 Q4	$52K	Sell	386 -6	-2%	-$808	0.17%	29
2022 Q3	$41K	Hold	392	–	–	0.12%	29
2022 Q2	$44K	Sell	392 -1,080	-73%	-$121K	0.14%	30
2022 Q1	$201K	Sell	1,472 -15	-1%	-$2.05K	0.41%	29
2021 Q4	$235K	Sell	1,487 -338	-19%	-$53.4K	0.45%	28
2021 Q3	$299K	Sell	1,825 -100	-5%	-$16.4K	0.43%	29
2021 Q2	$299K	Sell	1,925 -2,390	-55%	-$371K	0.4%	29
2021 Q1	$657K	Buy	4,315 +2,390	+124%	+$364K	0.83%	24
2020 Q4	$245K	Hold	1,925	–	–	0.54%	26
2020 Q3	$185K	Hold	1,925	–	–	0.58%	30
2020 Q2	$181K	Sell	1,925 -12	-0.6%	-$1.13K	0.56%	29
2020 Q1	$174K	Hold	1,937	–	–	0.76%	26
2019 Q4	$270K	Hold	1,937	–	–	0.86%	26
2019 Q3	$228K	Sell	1,937 -54	-3%	-$6.36K	0.74%	27
2019 Q2	$223K	Sell	1,991 -19	-0.9%	-$2.13K	0.68%	29
2019 Q1	$203K	Buy	2,010 +11	+0.6%	+$1.11K	0.61%	30
2018 Q4	$195K	Hold	1,999	–	–	0.62%	29
2018 Q3	$226K	Hold	1,999	–	–	0.53%	32
2018 Q2	$208K	Hold	1,999	–	–	0.5%	34
2018 Q1	$220K	Buy	1,999 +81	+4%	+$8.91K	0.53%	31
2017 Q4	$205K	Sell	1,918 -76	-4%	-$8.12K	0.47%	29
2017 Q3	$190K	Hold	1,994	–	–	0.42%	30
2017 Q2	$182K	Buy	1,994 +264	+15%	+$24.1K	0.42%	30
2017 Q1	$152K	Hold	1,730	–	–	0.34%	34
2016 Q4	$149K	Hold	1,730	–	–	0.35%	31
2016 Q3	$115K	Hold	1,730	–	–	0.28%	32
2016 Q2	$108K	Hold	1,730	–	–	0.28%	31
2016 Q1	$102K	Hold	1,730	–	–	0.23%	37
2015 Q4	$114K	Hold	1,730	–	–	0.25%	41
2015 Q3	$105K	Hold	1,730	–	–	0.27%	34
2015 Q2	$117K	Hold	1,730	–	–	0.29%	32
2015 Q1	$105K	Sell	1,730 -80	-4%	-$4.86K	0.29%	31
2014 Q4	$113K	Buy	+1,810	New	+$113K	0.34%	31