U.S. Global Investors (USGI)’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 | – | Sell |
-5,500
| Closed | -$1.35M | – | 150 |
|
|
2025
Q1 | $1.35M | Buy |
+5,500
| New | +$1.35M | 0.18% | 55 |
|
|
2024
Q3 | – | Sell |
-2,600
| Closed | -$526K | – | 146 |
|
|
2024
Q2 | $526K | Sell |
2,600
-4,200
| -62% | -$849K | 0.05% | 73 |
|
|
2024
Q1 | $1.36M | Hold |
6,800
| – | – | 0.11% | 50 |
|
|
2023
Q4 | $1.16M | Sell |
6,800
-5,200
| -43% | -$885K | 0.08% | 54 |
|
|
2023
Q3 | $1.74M | Hold |
12,000
| – | – | 0.14% | 46 |
|
|
2023
Q2 | $1.75M | Buy |
+12,000
| New | +$1.75M | 0.1% | 46 |
|
|
2021
Q2 | – | Sell |
-12,144
| Closed | -$1.85M | – | 147 |
|
|
2021
Q1 | $1.85M | Buy |
+12,144
| New | +$1.85M | 0.06% | 42 |
|
|
2016
Q1 | – | Sell |
-7,500
| Closed | -$495K | – | 219 |
|
|
2015
Q4 | $495K | Buy |
7,500
+1,000
| +15% | +$66K | 0.26% | 98 |
|
|
2015
Q3 | $396K | Buy |
6,500
+2,200
| +51% | +$134K | 0.21% | 100 |
|
|
2015
Q2 | $291K | Hold |
4,300
| – | – | 0.11% | 135 |
|
|
2015
Q1 | $260K | Hold |
4,300
| – | – | 0.07% | 159 |
|
|
2014
Q4 | $269K | Buy |
+4,300
| New | +$269K | 0.07% | 125 |
|
|
2014
Q1 | – | Sell |
-2,800
| Closed | -$164K | – | 292 |
|
|
2013
Q4 | $164K | Sell |
2,800
-3,000
| -52% | -$176K | 0.03% | 208 |
|
|
2013
Q3 | $300K | Buy |
5,800
+1,700
| +41% | +$87.9K | 0.05% | 132 |
|
|
2013
Q2 | $216K | Buy |
+4,100
| New | +$216K | 0.04% | 160 |
|