Bearing Point 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
$13.3M Buy
46,019
+551
+1% +$160K 2.46% 6
2025
Q1
$11.2M Buy
45,468
+4,106
+10% +$1.01M 2.37% 5
2024
Q4
$9.91M Buy
+41,362
New +$9.91M 2.07% 8