DDD Partners’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 | $428K | Buy |
1,476
+25
| +2% | +$7.25K | 0.05% | 87 |
|
|
2025
Q1 | $356K | Buy |
1,451
+35
| +2% | +$8.59K | 0.04% | 82 |
|
|
2024
Q4 | $339K | Buy |
1,416
+38
| +3% | +$9.11K | 0.04% | 83 |
|
|
2024
Q3 | $291K | Buy |
1,378
+361
| +35% | +$76.1K | 0.03% | 91 |
|
|
2024
Q2 | $206K | Sell |
1,017
-23
| -2% | -$4.65K | 0.02% | 91 |
|
|
2024
Q1 | $208K | Buy |
+1,040
| New | +$208K | 0.03% | 87 |
|