Brooktree Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $631K | Hold |
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|
2025
Q2 | $580K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.12M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.66M | Hold |
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|
2020
Q2 | $1.62M | Hold |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.83M | Buy |
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