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