Clear Street’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
Q2
$167M Buy
2025
Q1
$36.8M Sell
2024
Q4
$47.9M Hold
2024
Q3
$42.2M Hold
2024
Q2
$40.5M Buy
2024
Q1
Sell
2023
Q4
$34M Buy
2023
Q2
Sell
2023
Q1
$39.1M Buy
2022
Q4
Sell
2022
Q3
$31.4M Buy
2022
Q2
Sell
2022
Q1
$13.6M Buy