Blue Investment Partners’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 | $598K | Hold |
2,062
| – | – | 0.21% | 31 |
|
|
2025
Q1 | $506K | Hold |
2,062
| – | – | 0.19% | 33 |
|
|
2024
Q4 | $494K | Hold |
2,062
| – | – | 0.18% | 36 |
|
|
2024
Q3 | $435K | Buy |
2,062
+619
| +43% | +$131K | 0.18% | 34 |
|
|
2024
Q2 | $292K | Hold |
1,443
| – | – | 0.13% | 35 |
|
|
2024
Q1 | $289K | Buy |
1,443
+85
| +6% | +$17K | 0.15% | 33 |
|
|
2023
Q4 | $231K | Buy |
+1,358
| New | +$231K | 0.15% | 32 |
|
|
2023
Q1 | – | Sell |
-13,071
| Closed | -$1.75M | – | 31 |
|
|
2022
Q4 | $1.75M | Buy |
+13,071
| New | +$1.75M | 2.18% | 13 |
|