Applied Capital LLC’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 | $2.99M | Buy |
10,321
+7
| +0.1% | +$2.03K | 2.17% | 12 |
|
|
2025
Q1 | $2.53M | Sell |
10,314
-51
| -0.5% | -$12.5K | 1.99% | 13 |
|
|
2024
Q4 | $2.48M | Sell |
10,365
-70
| -0.7% | -$16.8K | 1.93% | 15 |
|
|
2024
Q3 | $2.2M | Sell |
10,435
-85
| -0.8% | -$17.9K | 1.71% | 18 |
|
|
2024
Q2 | $2.13M | Buy |
10,520
+75
| +0.7% | +$15.2K | 1.86% | 17 |
|
|
2024
Q1 | $2.09M | Buy |
10,445
+225
| +2% | +$45.1K | 1.7% | 20 |
|
|
2023
Q4 | $1.74M | Sell |
10,220
-440
| -4% | -$74.8K | 1.6% | 23 |
|
|
2023
Q3 | $1.55M | Sell |
10,660
-90
| -0.8% | -$13.1K | 1.54% | 27 |
|
|
2023
Q2 | $1.56M | Buy |
10,750
+31
| +0.3% | +$4.51K | 1.48% | 30 |
|
|
2023
Q1 | $1.4M | Sell |
10,719
-250
| -2% | -$32.6K | 1.39% | 32 |
|
|
2022
Q4 | $1.47M | Buy |
+10,969
| New | +$1.47M | 1.46% | 30 |
|