Dravo Bay’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 |
-1,422
| Closed | -$341K | – | 48 |
|
|
2024
Q4 | $341K | Hold |
1,422
| – | – | 0.17% | 44 |
|
|
2024
Q3 | $300K | Sell |
1,422
-24
| -2% | -$5.06K | 0.15% | 41 |
|
|
2024
Q2 | $292K | Hold |
1,446
| – | – | 0.16% | 44 |
|
|
2024
Q1 | $290K | Sell |
1,446
-62
| -4% | -$12.4K | 0.17% | 46 |
|
|
2023
Q4 | $257K | Buy |
+1,508
| New | +$257K | 0.17% | 44 |
|
|
2022
Q2 | – | Sell |
-190
| Closed | -$25.9K | – | 104 |
|
|
2022
Q1 | $25.9K | Buy |
+190
| New | +$25.9K | 0.02% | 71 |
|