Tanaka Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65K | Buy |
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|
2025
Q1 | $53K | Sell |
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|
2024
Q4 | $56K | Sell |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $59K | Sell |
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|
2024
Q1 | $64K | Sell |
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|
2023
Q4 | $56K | Hold |
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|
2023
Q3 | $48K | Sell |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $50K | Hold |
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|
2022
Q4 | $52K | Sell |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $174K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | $195K | Hold |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $182K | Buy |
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|
2017
Q1 | $152K | Hold |
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|
2016
Q4 | $149K | Hold |
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|
2016
Q3 | $115K | Hold |
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|
2016
Q2 | $108K | Hold |
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|
2016
Q1 | $102K | Hold |
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|
2015
Q4 | $114K | Hold |
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|
2015
Q3 | $105K | Hold |
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|
2015
Q2 | $117K | Hold |
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|
2015
Q1 | $105K | Sell |
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|
2014
Q4 | $113K | Buy |
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