Easterly Investment 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 | $27.5M | Sell |
94,696
-2,256
| -2% | -$654K | 1.97% | 3 |
|
|
2025
Q1 | $23.8M | Sell |
96,952
-12,029
| -11% | -$2.95M | 1.98% | 6 |
|
|
2024
Q4 | $26.1M | Sell |
108,981
-7,038
| -6% | -$1.69M | 2.05% | 3 |
|
|
2024
Q3 | $24.5M | Sell |
116,019
-5,603
| -5% | -$1.18M | 1.96% | 3 |
|
|
2024
Q2 | $24.6M | Sell |
121,622
-7,677
| -6% | -$1.55M | 2.16% | 3 |
|
|
2024
Q1 | $25.9M | Sell |
129,299
-26,026
| -17% | -$5.21M | 1.98% | 2 |
|
|
2023
Q4 | $26.4M | Buy |
155,325
+5,550
| +4% | +$944K | 2.83% | 1 |
|
|
2023
Q3 | $21.7M | Sell |
149,775
-7,557
| -5% | -$1.1M | 2.39% | 2 |
|
|
2023
Q2 | $22.9M | Sell |
157,332
-6,761
| -4% | -$983K | 2.03% | 3 |
|
|
2023
Q1 | $21.4M | Sell |
164,093
-1,814
| -1% | -$236K | 1.88% | 7 |
|
|
2022
Q4 | $22.2M | Sell |
165,907
-1,668
| -1% | -$224K | 1.92% | 10 |
|
|
2022
Q3 | $17.5M | Buy |
167,575
+17,902
| +12% | +$1.87M | 1.68% | 15 |
|
|
2022
Q2 | $16.9M | Buy |
149,673
+13,693
| +10% | +$1.54M | 1.5% | 20 |
|
|
2022
Q1 | $18.5M | Sell |
135,980
-4,542
| -3% | -$619K | 1.4% | 23 |
|
|
2021
Q4 | $22.3M | Sell |
140,522
-5,343
| -4% | -$846K | 1.62% | 12 |
|
|
2021
Q3 | $23.9M | Buy |
145,865
+138,632
| +1,917% | +$22.7M | 1.62% | 17 |
|
|
2021
Q2 | $1.13M | Sell |
7,233
-15,318
| -68% | -$2.38M | 0.13% | 59 |
|
|
2021
Q1 | $3.43M | Buy |
22,551
+15,318
| +212% | +$2.33M | 0.41% | 40 |
|
|
2020
Q4 | $919K | Sell |
7,233
-435,062
| -98% | -$55.3M | 0.13% | 54 |
|
|
2020
Q3 | $42.6M | Sell |
442,295
-176,819
| -29% | -$17M | 1.69% | 27 |
|
|
2020
Q2 | $58.2M | Buy |
619,114
+32,233
| +5% | +$3.03M | 2.64% | 18 |
|
|
2020
Q1 | $52.8M | Sell |
586,881
-134,763
| -19% | -$12.1M | 2.34% | 17 |
|
|
2019
Q4 | $101M | Sell |
721,644
-128,624
| -15% | -$17.9M | 2.83% | 13 |
|
|
2019
Q3 | $100M | Sell |
850,268
-743,043
| -47% | -$87.4M | 2.81% | 15 |
|
|
2019
Q2 | $178M | Sell |
1,593,311
-159,899
| -9% | -$17.9M | 4.47% | 4 |
|
|
2019
Q1 | $177M | Buy |
+1,753,210
| New | +$177M | 4.28% | 7 |
|