Aquatic Capital Management’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 | – | Sell |
-24,955
| Closed | -$6.12M | – | 1395 |
|
|
2025
Q1 | $6.12M | Buy |
+24,955
| New | +$6.12M | 0.16% | 174 |
|
|
2024
Q4 | – | Sell |
-21,600
| Closed | -$4.55M | – | 1475 |
|
|
2024
Q3 | $4.55M | Buy |
21,600
+3,600
| +20% | +$759K | 0.12% | 207 |
|
|
2024
Q2 | $3.64M | Sell |
18,000
-15,900
| -47% | -$3.22M | 0.13% | 157 |
|
|
2024
Q1 | $6.79M | Sell |
33,900
-217,900
| -87% | -$43.6M | 0.22% | 113 |
|
|
2023
Q4 | $42.8M | Buy |
+251,800
| New | +$42.8M | 1.09% | 14 |
|
|
2023
Q2 | – | Sell |
-17,700
| Closed | -$2.31M | – | 1551 |
|
|
2023
Q1 | $2.31M | Buy |
+17,700
| New | +$2.31M | 0.14% | 163 |
|
|
2022
Q3 | – | Sell |
-14,100
| Closed | -$1.59M | – | 1362 |
|
|
2022
Q2 | $1.59M | Buy |
14,100
+11,600
| +464% | +$1.31M | 0.52% | 42 |
|
|
2022
Q1 | $341K | Buy |
+2,500
| New | +$341K | 0.51% | 37 |
|