Carroll Investors’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 | $276K | Hold |
956
| – | – | 0.15% | 24 |
|
|
2025
Q1 | $233K | Hold |
956
| – | – | 0.16% | 26 |
|
|
2024
Q4 | $229K | Hold |
956
| – | – | 0.13% | 28 |
|
|
2024
Q3 | $201K | Buy |
+956
| New | +$201K | 0.13% | 28 |
|
|
2023
Q4 | – | Sell |
-1,546
| Closed | -$228K | – | 27 |
|
|
2023
Q3 | $228K | Buy |
+1,546
| New | +$228K | 0.2% | 26 |
|
|
2023
Q1 | – | Sell |
-2,158
| Closed | -$288K | – | 44 |
|
|
2022
Q4 | $288K | Hold |
2,158
| – | – | 0.3% | 33 |
|
|
2022
Q3 | $229K | Buy |
+2,158
| New | +$229K | 0.18% | 38 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$25K | – | 103 |
|
|
2022
Q1 | $25K | Hold |
196
| – | – | 0.02% | 101 |
|
|
2021
Q4 | $30K | Buy |
+196
| New | +$30K | 0.02% | 117 |
|