Alpha DNA 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 | $547K | Buy |
1,888
+16
| +0.9% | +$4.64K | 6.09% | 3 |
|
|
2025
Q1 | $459K | Sell |
1,872
-18,976
| -91% | -$4.65M | 6.01% | 4 |
|
|
2024
Q4 | $5M | Sell |
20,848
-299
| -1% | -$71.7K | 1.9% | 4 |
|
|
2024
Q3 | $4.46M | Buy |
21,147
+8,434
| +66% | +$1.78M | 1.67% | 4 |
|
|
2024
Q2 | $2.57M | Sell |
12,713
-11,151
| -47% | -$2.26M | 1% | 8 |
|
|
2024
Q1 | $4.78M | Sell |
23,864
-2,928
| -11% | -$586K | 1.77% | 2 |
|
|
2023
Q4 | $4.56M | Sell |
26,792
-4,872
| -15% | -$829K | 1.78% | 2 |
|
|
2023
Q3 | $4.59M | Sell |
31,664
-751
| -2% | -$109K | 1.88% | 1 |
|
|
2023
Q2 | $4.71M | Buy |
32,415
+1,995
| +7% | +$290K | 1.57% | 1 |
|
|
2023
Q1 | $3.96M | Sell |
30,420
-8,034
| -21% | -$1.05M | 1.17% | 5 |
|
|
2022
Q4 | $5.16M | Buy |
38,454
+16,777
| +77% | +$2.25M | 1.82% | 1 |
|
|
2022
Q3 | $2.27M | Buy |
+21,677
| New | +$2.27M | 1.88% | 4 |
|
|
2021
Q2 | – | Sell |
-762
| Closed | -$115K | – | 370 |
|
|
2021
Q1 | $115K | Buy |
762
+189
| +33% | +$28.5K | 0.13% | 117 |
|
|
2020
Q4 | $72K | Buy |
+573
| New | +$72K | 0.08% | 144 |
|