AlphaQuest’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 | $1.62M | Sell |
5,595
-38
| -0.7% | -$11K | 0.16% | 141 |
|
|
2025
Q1 | $1.38M | Buy |
+5,633
| New | +$1.38M | 0.15% | 192 |
|
|
2024
Q4 | – | Sell |
-3,674
| Closed | -$775K | – | 1862 |
|
|
2024
Q3 | $775K | Sell |
3,674
-1,944
| -35% | -$410K | 0.07% | 471 |
|
|
2024
Q2 | $1.14M | Sell |
5,618
-4,545
| -45% | -$919K | 0.15% | 211 |
|
|
2024
Q1 | $2.04M | Buy |
10,163
+3,567
| +54% | +$714K | 0.35% | 43 |
|
|
2023
Q4 | $1.12M | Buy |
+6,596
| New | +$1.12M | 0.24% | 111 |
|