ACAS LLC’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 | $454K | Buy |
1,563
+178
| +13% | +$51.7K | 0.3% | 60 |
|
|
2025
Q1 | $342K | Buy |
1,385
+105
| +8% | +$25.9K | 0.26% | 62 |
|
|
2024
Q4 | $346K | Sell |
1,280
-152
| -11% | -$41.1K | 0.26% | 65 |
|
|
2024
Q3 | $302K | Buy |
1,432
+103
| +8% | +$21.7K | 0.25% | 63 |
|
|
2024
Q2 | $283K | Sell |
1,329
-134
| -9% | -$28.5K | 0.25% | 67 |
|
|
2024
Q1 | $293K | Sell |
1,463
-12
| -0.8% | -$2.4K | 0.28% | 61 |
|
|
2023
Q4 | $251K | Sell |
1,475
-5
| -0.3% | -$850 | 0.29% | 67 |
|
|
2023
Q3 | $215K | Sell |
1,480
-25
| -2% | -$3.63K | 0.27% | 72 |
|
|
2023
Q2 | $219K | Sell |
1,505
-98
| -6% | -$14.2K | 0.29% | 73 |
|
|
2023
Q1 | $209K | Buy |
1,603
+35
| +2% | +$4.56K | 0.3% | 74 |
|
|
2022
Q4 | $210K | Buy |
+1,568
| New | +$210K | 0.32% | 71 |
|
|
2022
Q1 | – | Sell |
-1,378
| Closed | -$218K | – | 83 |
|
|
2021
Q4 | $218K | Sell |
1,378
-25
| -2% | -$3.96K | 0.28% | 71 |
|
|
2021
Q3 | $230K | Hold |
1,403
| – | – | 0.32% | 66 |
|
|
2021
Q2 | $218K | Buy |
1,403
+25
| +2% | +$3.89K | 0.31% | 74 |
|
|
2021
Q1 | $210K | Buy |
+1,378
| New | +$210K | 0.33% | 72 |
|