DLK Investment 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
Q2 | $9.05M | Buy |
31,234
+619
| +2% | +$179K | 3.42% | 6 |
|
|
2025
Q1 | $7.51M | Sell |
30,615
-7,678
| -20% | -$1.88M | 3.14% | 8 |
|
|
2024
Q4 | $9.18M | Buy |
38,293
+410
| +1% | +$98.3K | 3.84% | 6 |
|
|
2024
Q3 | $7.99M | Sell |
37,883
-48
| -0.1% | -$10.1K | 3.06% | 8 |
|
|
2024
Q2 | $7.67M | Sell |
37,931
-187
| -0.5% | -$37.8K | 3.17% | 7 |
|
|
2024
Q1 | $7.64M | Sell |
38,118
-109
| -0.3% | -$21.8K | 3.25% | 7 |
|
|
2023
Q4 | $6.5M | Buy |
+38,227
| New | +$6.5M | 2.96% | 8 |
|