Corda Investment 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 | $1.75M | Sell |
6,043
-806
| -12% | -$234K | 0.13% | 58 |
|
|
2025
Q1 | $1.68M | Sell |
6,849
-657
| -9% | -$161K | 0.13% | 55 |
|
|
2024
Q4 | $1.8M | Buy |
7,506
+265
| +4% | +$63.5K | 0.14% | 57 |
|
|
2024
Q3 | $1.53M | Sell |
7,241
-2,458
| -25% | -$518K | 0.12% | 57 |
|
|
2024
Q2 | $1.96M | Buy |
9,699
+2,481
| +34% | +$502K | 0.16% | 50 |
|
|
2024
Q1 | $1.45M | Buy |
7,218
+695
| +11% | +$139K | 0.12% | 58 |
|
|
2023
Q4 | $1.11M | Buy |
+6,523
| New | +$1.11M | 0.09% | 57 |
|