Caption 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
Hold
2024
Q2
Sell
2024
Q1
$1.38M Buy
2023
Q1
Sell
2022
Q4
$67K Buy
2022
Q3
Sell
2022
Q2
$196K Buy
2022
Q1
Hold
2021
Q4
Hold