Arrowroot Family Office’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 | $310K | Buy |
+1,069
| New | +$310K | 0.14% | 107 |
|
|
2024
Q4 | $266K | Sell |
1,109
-34
| -3% | -$8.15K | 0.14% | 111 |
|
|
2024
Q3 | $241K | Sell |
1,143
-70
| -6% | -$14.8K | 0.14% | 116 |
|
|
2024
Q2 | $245K | Sell |
1,213
-96
| -7% | -$19.4K | 0.16% | 106 |
|
|
2024
Q1 | $262K | Sell |
1,309
-31
| -2% | -$6.21K | 0.17% | 111 |
|
|
2023
Q4 | $228K | Sell |
1,340
-42
| -3% | -$7.14K | 0.16% | 114 |
|
|
2023
Q3 | $200K | Buy |
1,382
+5
| +0.4% | +$725 | 0.16% | 114 |
|
|
2023
Q2 | $200K | Buy |
+1,377
| New | +$200K | 0.15% | 121 |
|