Annandale Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $556K | Hold |
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|
2021
Q4 | $646K | Hold |
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|
2021
Q3 | $668K | Hold |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $612K | Buy |
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