CS
Clear Street’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $167M | Buy |
575,000
+425,000
| +283% | +$123M | 0.67% | 14 |
|
2025
Q1 | $36.8M | Sell |
150,000
-50,000
| -25% | -$12.3M | 0.32% | 16 |
|
2024
Q4 | $47.9M | Hold |
200,000
| – | – | 0.48% | 15 |
|
2024
Q3 | $42.2M | Hold |
200,000
| – | – | 0.48% | 18 |
|
2024
Q2 | $40.5M | Buy |
+200,000
| New | +$40.5M | 0.38% | 18 |
|
2024
Q1 | – | Sell |
-200,000
| Closed | -$34M | – | 810 |
|
2023
Q4 | $34M | Buy |
+200,000
| New | +$34M | 0.84% | 9 |
|
2023
Q2 | – | Sell |
-300,000
| Closed | -$39.1M | – | 1221 |
|
2023
Q1 | $39.1M | Buy |
+300,000
| New | +$39.1M | 1.39% | 6 |
|
2022
Q4 | – | Sell |
-300,467
| Closed | -$31.4M | – | 1040 |
|
2022
Q3 | $31.4M | Buy |
+300,467
| New | +$31.4M | 0.73% | 10 |
|
2022
Q2 | – | Sell |
-100,068
| Closed | -$13.6M | – | 999 |
|
2022
Q1 | $13.6M | Buy |
+100,068
| New | +$13.6M | 1.7% | 5 |
|