Codex Capital Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Hold |
28,000
| – | – | 3.25% | 10 |
|
|
2025
Q1 | $6.83M | Hold |
28,000
| – | – | 3.22% | 11 |
|
|
2024
Q4 | $6.68M | Hold |
28,000
| – | – | 2.95% | 13 |
|
|
2024
Q3 | $5.88M | Buy |
28,000
+2,000
| +8% | +$420K | 2.61% | 15 |
|
|
2024
Q2 | $5.26M | Buy |
+26,000
| New | +$5.26M | 2.41% | 19 |
|