Brooktree Capital 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 | $580K | Buy |
+2,000
| New | +$580K | 0.38% | 26 |
|
|
2023
Q3 | – | Sell |
-1,613
| Closed | -$235K | – | 30 |
|
|
2023
Q2 | $235K | Sell |
1,613
-1,661
| -51% | -$242K | 0.18% | 29 |
|
|
2023
Q1 | $427K | Sell |
3,274
-5,648
| -63% | -$736K | 0.33% | 26 |
|
|
2022
Q4 | $1.2M | Sell |
8,922
-1,976
| -18% | -$265K | 0.98% | 20 |
|
|
2022
Q3 | $1.14M | Sell |
10,898
-459
| -4% | -$48K | 0.94% | 21 |
|
|
2022
Q2 | $1.28M | Hold |
11,357
| – | – | 0.96% | 21 |
|
|
2022
Q1 | $1.55M | Sell |
11,357
-2,100
| -16% | -$286K | 1.01% | 23 |
|
|
2021
Q4 | $2.13M | Sell |
13,457
-190
| -1% | -$30.1K | 1.3% | 22 |
|
|
2021
Q3 | $2.23M | Hold |
13,647
| – | – | 1.42% | 22 |
|
|
2021
Q2 | $2.12M | Sell |
13,647
-150
| -1% | -$23.3K | 1.36% | 24 |
|
|
2021
Q1 | $2.1M | Sell |
13,797
-1,808
| -12% | -$275K | 1.41% | 25 |
|
|
2020
Q4 | $1.98M | Sell |
15,605
-1,646
| -10% | -$209K | 1.46% | 26 |
|
|
2020
Q3 | $1.66M | Hold |
17,251
| – | – | 1.4% | 26 |
|
|
2020
Q2 | $1.62M | Hold |
17,251
| – | – | 1.53% | 24 |
|
|
2020
Q1 | $1.55M | Sell |
17,251
-3,064
| -15% | -$276K | 1.8% | 22 |
|
|
2019
Q4 | $2.83M | Buy |
+20,315
| New | +$2.83M | 2.6% | 16 |
|