Tevis Investment Management’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 | $1.22M | Sell |
4,204
-9
| -0.2% | -$2.61K | 0.78% | 39 |
|
|
2025
Q1 | $1.01M | Hold |
4,213
| – | – | 0.75% | 45 |
|
|
2024
Q4 | $1.01M | Sell |
4,213
-433
| -9% | -$104K | 0.75% | 45 |
|
|
2024
Q3 | $980K | Buy |
4,646
+96
| +2% | +$20.2K | 0.72% | 47 |
|
|
2024
Q2 | $920K | Buy |
4,550
+170
| +4% | +$34.4K | 0.74% | 47 |
|
|
2024
Q1 | $877K | Buy |
4,380
+592
| +16% | +$119K | 0.75% | 46 |
|
|
2023
Q4 | $644K | Buy |
+3,788
| New | +$644K | 0.59% | 51 |
|
|
2022
Q4 | – | Sell |
-1,082
| Closed | -$113K | – | 143 |
|
|
2022
Q3 | $113K | Buy |
1,082
+155
| +17% | +$16.2K | 0.11% | 118 |
|
|
2022
Q2 | $105K | Buy |
927
+123
| +15% | +$13.9K | 0.1% | 123 |
|
|
2022
Q1 | $108K | Buy |
804
+298
| +59% | +$40K | 0.1% | 136 |
|
|
2021
Q4 | $80K | Buy |
+506
| New | +$80K | 0.07% | 166 |
|