Bear Mountain Capital’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 | $58.8K | Sell |
202
-15
| -7% | -$4.37K | 0.02% | 58 |
|
|
2025
Q1 | $53.1K | Buy |
217
+15
| +7% | +$3.67K | 0.02% | 65 |
|
|
2024
Q4 | $53.7K | Hold |
202
| – | – | 0.02% | 60 |
|
|
2024
Q3 | $44.9K | Sell |
202
-100
| -33% | -$22.2K | 0.02% | 64 |
|
|
2024
Q2 | $61.9K | Hold |
302
| – | – | 0.03% | 60 |
|
|
2024
Q1 | $54.4K | Hold |
302
| – | – | 0.02% | 63 |
|
|
2023
Q4 | $50.7K | Buy |
+302
| New | +$50.7K | 0.02% | 72 |
|