Breed's Hill Capital’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 | $1.35M | Buy |
4,642
+35
| +0.8% | +$10.1K | 0.65% | 28 |
|
|
2025
Q1 | $1.13M | Buy |
4,607
+42
| +0.9% | +$10.3K | 0.61% | 30 |
|
|
2024
Q4 | $1.09M | Buy |
4,565
+2,861
| +168% | +$686K | 0.57% | 30 |
|
|
2024
Q3 | $359K | Sell |
1,704
-17
| -1% | -$3.59K | 0.29% | 55 |
|
|
2024
Q2 | $348K | Hold |
1,721
| – | – | 0.31% | 55 |
|
|
2024
Q1 | $345K | Sell |
1,721
-209
| -11% | -$41.9K | 0.32% | 53 |
|
|
2023
Q4 | $328K | Buy |
+1,930
| New | +$328K | 0.32% | 54 |
|