Bensler’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
$798K Buy
2,752
+748
+37% +$217K 0.09% 95
2025
Q1
$491K Sell
2,004
-103
-5% -$25.3K 0.06% 109
2024
Q4
$505K Buy
2,107
+78
+4% +$18.7K 0.06% 108
2024
Q3
$428K Buy
2,029
+644
+46% +$136K 0.05% 111
2024
Q2
$280K Buy
1,385
+3
+0.2% +$607 0.04% 130
2024
Q1
$277K Buy
1,382
+116
+9% +$23.2K 0.04% 129
2023
Q4
$215K Sell
1,266
-268
-17% -$45.6K 0.04% 145
2023
Q3
$222K Buy
1,534
+99
+7% +$14.4K 0.04% 137
2023
Q2
$209K Buy
+1,435
New +$209K 0.04% 148