Arcataur 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 | $3M | Buy |
10,359
+16
| +0.2% | +$4.64K | 0.94% | 18 |
|
2025
Q1 | $2.54M | Sell |
10,343
-547
| -5% | -$134K | 0.86% | 20 |
|
2024
Q4 | $2.61M | Sell |
10,890
-277
| -2% | -$66.4K | 0.88% | 19 |
|
2024
Q3 | $2.35M | Buy |
11,167
+17
| +0.2% | +$3.59K | 0.8% | 22 |
|
2024
Q2 | $2.26M | Sell |
11,150
-1
| -0% | -$202 | 0.8% | 23 |
|
2024
Q1 | $2.23M | Buy |
11,151
+5,749
| +106% | +$1.15M | 0.8% | 22 |
|
2023
Q4 | $919K | Sell |
5,402
-35
| -0.6% | -$5.95K | 0.35% | 30 |
|
2023
Q3 | $788K | Sell |
5,437
-5
| -0.1% | -$725 | 0.33% | 30 |
|
2023
Q2 | $791K | Buy |
+5,442
| New | +$791K | 0.32% | 31 |
|