Annandale Capital’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 | $297K | Hold |
1,026
| – | – | 0.02% | 97 |
|
|
2025
Q1 | $252K | Sell |
1,026
-49
| -5% | -$12K | 0.02% | 99 |
|
|
2024
Q4 | $258K | Hold |
1,075
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $227K | Hold |
1,075
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $217K | Hold |
1,075
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $215K | Buy |
+1,075
| New | +$215K | 0.04% | 118 |
|
|
2022
Q3 | – | Sell |
-4,080
| Closed | -$459K | – | 150 |
|
|
2022
Q2 | $459K | Hold |
4,080
| – | – | 0.18% | 85 |
|
|
2022
Q1 | $556K | Hold |
4,080
| – | – | 0.22% | 73 |
|
|
2021
Q4 | $646K | Hold |
4,080
| – | – | 0.28% | 64 |
|
|
2021
Q3 | $668K | Hold |
4,080
| – | – | 0.4% | 52 |
|
|
2021
Q2 | $635K | Buy |
4,080
+62
| +2% | +$9.65K | 0.38% | 52 |
|
|
2021
Q1 | $612K | Buy |
+4,018
| New | +$612K | 0.43% | 40 |
|