Aigen 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 | $3.73M | Buy |
12,854
+4,106
| +47% | +$1.19M | 0.51% | 26 |
|
|
2025
Q1 | $2.15M | Buy |
+8,748
| New | +$2.15M | 0.34% | 72 |
|
|
2024
Q1 | – | Sell |
-1,178
| Closed | -$200K | – | 856 |
|
|
2023
Q4 | $200K | Sell |
1,178
-10,809
| -90% | -$1.84M | 0.04% | 666 |
|
|
2023
Q3 | $1.74M | Buy |
+11,987
| New | +$1.74M | 0.33% | 57 |
|
|
2022
Q1 | – | Sell |
-15,772
| Closed | -$2.52M | – | 821 |
|
|
2021
Q4 | $2.52M | Buy |
+15,772
| New | +$2.52M | 0.15% | 173 |
|
|
2021
Q2 | – | Sell |
-11,216
| Closed | -$1.71M | – | 605 |
|
|
2021
Q1 | $1.71M | Buy |
+11,216
| New | +$1.71M | 0.23% | 110 |
|