Crestline 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
Q1 | – | Sell |
-1,800
| Closed | -$431K | – | 340 |
|
|
2024
Q4 | $431K | Buy |
1,800
+100
| +6% | +$24K | 0.01% | 564 |
|
|
2024
Q3 | $358K | Buy |
+1,700
| New | +$358K | 0.02% | 432 |
|
|
2023
Q3 | – | Sell |
-25,000
| Closed | -$3.64M | – | 161 |
|
|
2023
Q2 | $3.64M | Buy |
+25,000
| New | +$3.64M | 0.38% | 77 |
|
|
2022
Q2 | – | Sell |
-48,163
| Closed | -$6.57M | – | 257 |
|
|
2022
Q1 | $6.57M | Buy |
+48,163
| New | +$6.57M | 0.79% | 20 |
|
|
2021
Q4 | – | Sell |
-25,251
| Closed | -$4.13M | – | 236 |
|
|
2021
Q3 | $4.13M | Buy |
+25,251
| New | +$4.13M | 0.39% | 54 |
|