Cultivar Capital’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 | $1.11M | Buy |
3,832
+1,632
| +74% | +$473K | 0.8% | 12 |
|
|
2025
Q1 | $540K | Hold |
2,200
| – | – | 0.43% | 15 |
|
|
2024
Q4 | $527K | Hold |
2,200
| – | – | 0.46% | 15 |
|
|
2024
Q3 | $464K | Hold |
2,200
| – | – | 0.38% | 16 |
|
|
2024
Q2 | $445K | Hold |
2,200
| – | – | 0.37% | 17 |
|
|
2024
Q1 | $441K | Hold |
2,200
| – | – | 0.38% | 18 |
|
|
2023
Q4 | $374K | Buy |
+2,200
| New | +$374K | 0.33% | 19 |
|