Birchbrook’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 | $2.61M | Sell |
9,002
-151
| -2% | -$43.8K | 1.4% | 14 |
|
|
2025
Q1 | $2.25M | Sell |
9,153
-381
| -4% | -$93.5K | 1.26% | 17 |
|
|
2024
Q4 | $2.29M | Sell |
9,534
-227
| -2% | -$54.4K | 1.3% | 18 |
|
|
2024
Q3 | $2.06M | Sell |
9,761
-1,828
| -16% | -$385K | 1.14% | 17 |
|
|
2024
Q2 | $2.34M | Sell |
11,589
-558
| -5% | -$113K | 1.41% | 16 |
|
|
2024
Q1 | $2.43M | Sell |
12,147
-1,195
| -9% | -$239K | 1.45% | 14 |
|
|
2023
Q4 | $2.27M | Buy |
+13,342
| New | +$2.27M | 1.5% | 14 |
|