ARK & TLK Investments’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 | $1.74M | Sell |
6,005
-305
| -5% | -$88.4K | 0.56% | 31 |
|
|
2025
Q1 | $1.55M | Sell |
6,310
-120
| -2% | -$29.4K | 0.55% | 31 |
|
|
2024
Q4 | $1.54M | Buy |
6,430
+11
| +0.2% | +$2.64K | 0.54% | 32 |
|
|
2024
Q3 | $1.35M | Hold |
6,419
| – | – | 0.48% | 34 |
|
|
2024
Q2 | $1.3M | Hold |
6,419
| – | – | 0.49% | 33 |
|
|
2024
Q1 | $1.29M | Hold |
6,419
| – | – | 0.5% | 34 |
|
|
2023
Q4 | $1.09M | Buy |
+6,419
| New | +$1.09M | 0.44% | 38 |
|