Apeiron RIA’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 | $618K | Sell |
2,133
-552
| -21% | -$160K | 0.16% | 107 |
|
|
2025
Q1 | $659K | Sell |
2,685
-113
| -4% | -$27.7K | 0.2% | 98 |
|
|
2024
Q4 | $671K | Buy |
2,798
+173
| +7% | +$41.5K | 0.19% | 96 |
|
|
2024
Q3 | $554K | Sell |
2,625
-115
| -4% | -$24.3K | 0.16% | 111 |
|
|
2024
Q2 | $554K | Buy |
2,740
+6
| +0.2% | +$1.21K | 0.17% | 107 |
|
|
2024
Q1 | $548K | Buy |
2,734
+19
| +0.7% | +$3.81K | 0.16% | 106 |
|
|
2023
Q4 | $462K | Buy |
2,715
+322
| +13% | +$54.8K | 0.14% | 115 |
|
|
2023
Q3 | $347K | Buy |
2,393
+15
| +0.6% | +$2.18K | 0.12% | 138 |
|
|
2023
Q2 | $346K | Sell |
2,378
-75
| -3% | -$10.9K | 0.12% | 133 |
|
|
2023
Q1 | $320K | Sell |
2,453
-103
| -4% | -$13.4K | 0.11% | 140 |
|
|
2022
Q4 | $343K | Buy |
2,556
+9
| +0.4% | +$1.21K | 0.13% | 124 |
|
|
2022
Q3 | $260K | Buy |
+2,547
| New | +$260K | 0.12% | 140 |
|
|
2022
Q2 | – | Sell |
-2,851
| Closed | -$374K | – | 177 |
|
|
2022
Q1 | $374K | Buy |
2,851
+130
| +5% | +$17.1K | 0.18% | 100 |
|
|
2021
Q4 | $431K | Buy |
+2,721
| New | +$431K | 0.18% | 95 |
|