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 |
|