CenterBook Partners’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 | $6.06M | Buy |
+20,900
| New | +$6.06M | 0.34% | 79 |
|
|
2024
Q4 | – | Sell |
-8,641
| Closed | -$1.82M | – | 533 |
|
|
2024
Q3 | $1.82M | Buy |
+8,641
| New | +$1.82M | 0.11% | 208 |
|
|
2023
Q1 | – | Sell |
-16,791
| Closed | -$2.25M | – | 423 |
|
|
2022
Q4 | $2.25M | Buy |
16,791
+8,211
| +96% | +$1.1M | 0.37% | 81 |
|
|
2022
Q3 | $897K | Buy |
8,580
+102
| +1% | +$10.7K | 0.17% | 198 |
|
|
2022
Q2 | $955K | Buy |
+8,478
| New | +$955K | 0.2% | 180 |
|