Clarity Asset 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 | $62.9K | Buy |
217
+101
| +87% | +$29.3K | 0.04% | 86 |
|
|
2025
Q1 | $28.5K | Sell |
116
-7
| -6% | -$1.72K | 0.02% | 120 |
|
|
2024
Q4 | $29.5K | Buy |
123
+1
| +0.8% | +$240 | 0.02% | 125 |
|
|
2024
Q3 | $25.8K | Hold |
122
| – | – | 0.02% | 124 |
|
|
2024
Q2 | $24.8K | Hold |
122
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $24.5K | Hold |
122
| – | – | 0.02% | 129 |
|
|
2023
Q4 | $20.8K | Buy |
+122
| New | +$20.8K | 0.02% | 129 |
|