Breakwater Investment Management’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 | $36.8K | Hold |
127
| – | – | 0.01% | 165 |
|
|
2025
Q1 | $31.2K | Hold |
127
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $30.4K | Hold |
127
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $26.8K | Sell |
127
-85
| -40% | -$17.9K | 0.01% | 178 |
|
|
2024
Q2 | $42.9K | Buy |
212
+85
| +67% | +$17.2K | 0.02% | 150 |
|
|
2024
Q1 | $25.4K | Buy |
+127
| New | +$25.4K | 0.01% | 173 |
|