U.S. Global Investors (USGI)’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
Q2 | – | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $1.36M | Hold |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.74M | Hold |
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|
2023
Q2 | $1.75M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.85M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $495K | Buy |
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|
2015
Q3 | $396K | Buy |
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|
2015
Q2 | $291K | Hold |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $269K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $164K | Sell |
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|
2013
Q3 | $300K | Buy |
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|
2013
Q2 | $216K | Buy |
|