Bramshill Investments’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 | $580K | Sell |
2,000
-500
| -20% | -$145K | 0.06% | 120 |
|
|
2025
Q1 | $613K | Buy |
+2,500
| New | +$613K | 0.06% | 107 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$7K | – | 168 |
|
|
2022
Q2 | $7K | Sell |
60
-7,653
| -99% | -$893K | ﹤0.01% | 168 |
|
|
2022
Q1 | $1.05M | Buy |
7,713
+2,229
| +41% | +$304K | 0.15% | 84 |
|
|
2021
Q4 | $868K | Buy |
+5,484
| New | +$868K | 0.09% | 100 |
|
|
2019
Q1 | – | Sell |
-97
| Closed | -$9K | – | 144 |
|
|
2018
Q4 | $9K | Sell |
97
-21
| -18% | -$1.95K | ﹤0.01% | 167 |
|
|
2018
Q3 | $13K | Buy |
+118
| New | +$13K | ﹤0.01% | 157 |
|