Barden 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 |
-6,051
| Closed | -$1.48M | – | 57 |
|
|
2025
Q1 | $1.48M | Buy |
+6,051
| New | +$1.48M | 1.32% | 29 |
|
|
2024
Q3 | – | Sell |
-6,015
| Closed | -$1.22M | – | 61 |
|
|
2024
Q2 | $1.22M | Hold |
6,015
| – | – | 1.15% | 36 |
|
|
2024
Q1 | $1.2M | Sell |
6,015
-116
| -2% | -$23.2K | 1.16% | 36 |
|
|
2023
Q4 | $889K | Hold |
6,131
| – | – | 0.72% | 52 |
|
|
2023
Q3 | $889K | Buy |
6,131
+116
| +2% | +$16.8K | 0.87% | 45 |
|
|
2023
Q2 | $875K | Hold |
6,015
| – | – | 0.96% | 47 |
|
|
2023
Q1 | $784K | Buy |
+6,015
| New | +$784K | 0.75% | 54 |
|
|
2022
Q4 | – | Sell |
-6,015
| Closed | -$629K | – | 66 |
|
|
2022
Q3 | $629K | Buy |
+6,015
| New | +$629K | 0.73% | 57 |
|