Counterweight Ventures’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 | $4.83M | Buy |
16,669
+570
| +4% | +$165K | 3.16% | 8 |
|
|
2025
Q1 | $3.95M | Buy |
16,099
+390
| +2% | +$95.7K | 2.83% | 13 |
|
|
2024
Q4 | $3.77M | Buy |
15,709
+191
| +1% | +$45.8K | 2.66% | 12 |
|
|
2024
Q3 | $3.27M | Sell |
15,518
-823
| -5% | -$174K | 2.32% | 15 |
|
|
2024
Q2 | $3.31M | Buy |
16,341
+794
| +5% | +$161K | 2.5% | 12 |
|
|
2024
Q1 | $3.11M | Buy |
15,547
+2,674
| +21% | +$536K | 2.51% | 13 |
|
|
2023
Q4 | $2.19M | Buy |
+12,873
| New | +$2.19M | 1.99% | 23 |
|