3IP
3Chopt Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Sell |
17,993
-75
| -0.4% | -$21.7K | 1.25% | 14 |
|
|
2025
Q1 | $4.43M | Buy |
18,068
+638
| +4% | +$157K | 1.16% | 16 |
|
|
2024
Q4 | $4.18M | Buy |
17,430
+69
| +0.4% | +$16.5K | 1.44% | 13 |
|
|
2024
Q3 | $3.66M | Sell |
17,361
-5
| -0% | -$1.05K | 1.31% | 20 |
|
|
2024
Q2 | $3.51M | Buy |
17,366
+69
| +0.4% | +$14K | 1.07% | 17 |
|
|
2024
Q1 | $3.46M | Buy |
17,297
+40
| +0.2% | +$8.01K | 1.42% | 15 |
|
|
2023
Q4 | $2.94M | Buy |
17,257
+97
| +0.6% | +$16.5K | 1.08% | 16 |
|
|
2023
Q3 | $2.49M | Buy |
17,160
+622
| +4% | +$90.2K | 1.47% | 19 |
|
|
2023
Q2 | $2.41M | Buy |
16,538
+11
| +0.1% | +$1.6K | 1.2% | 21 |
|
|
2023
Q1 | $2.15M | Buy |
16,527
+1,402
| +9% | +$183K | 1.15% | 28 |
|
|
2022
Q4 | $2.03M | Buy |
+15,125
| New | +$2.03M | 1.11% | 28 |
|