Defender 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 | $495K | Hold |
1,709
| – | – | 0.17% | 27 |
|
|
2025
Q1 | $419K | Sell |
1,709
-140
| -8% | -$34.3K | 0.17% | 26 |
|
|
2024
Q4 | $443K | Hold |
1,849
| – | – | 0.16% | 27 |
|
|
2024
Q3 | $390K | Hold |
1,849
| – | – | 0.13% | 25 |
|
|
2024
Q2 | $374K | Hold |
1,849
| – | – | 0.13% | 25 |
|
|
2024
Q1 | $370K | Hold |
1,849
| – | – | 0.13% | 24 |
|
|
2023
Q4 | $315K | Sell |
1,849
-8
| -0.4% | -$1.36K | 0.11% | 27 |
|
|
2023
Q3 | $269K | Hold |
1,857
| – | – | 0.1% | 31 |
|
|
2023
Q2 | $270K | Buy |
1,857
+8
| +0.4% | +$1.16K | 0.09% | 32 |
|
|
2023
Q1 | $241K | Hold |
1,849
| – | – | 0.08% | 32 |
|
|
2022
Q4 | $248K | Buy |
+1,849
| New | +$248K | 0.1% | 27 |
|
|
2022
Q3 | – | Sell |
-1,849
| Closed | -$208K | – | 34 |
|
|
2022
Q2 | $208K | Hold |
1,849
| – | – | 0.08% | 32 |
|
|
2022
Q1 | $252K | Hold |
1,849
| – | – | 0.09% | 32 |
|
|
2021
Q4 | $293K | Buy |
+1,849
| New | +$293K | 0.09% | 33 |
|