Eaton-Cambridge’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 | $391K | Buy |
1,347
+61
| +5% | +$17.7K | 0.15% | 26 |
|
|
2025
Q1 | $315K | Sell |
1,286
-8
| -0.6% | -$1.96K | 0.14% | 28 |
|
|
2024
Q4 | $310K | Buy |
1,294
+8
| +0.6% | +$1.92K | 0.14% | 24 |
|
|
2024
Q3 | $271K | Hold |
1,286
| – | – | 0.13% | 25 |
|
|
2024
Q2 | $260K | Sell |
1,286
-3
| -0.2% | -$607 | 0.13% | 25 |
|
|
2024
Q1 | $258K | Sell |
1,289
-27
| -2% | -$5.41K | 0.14% | 26 |
|
|
2023
Q4 | $224K | Buy |
+1,316
| New | +$224K | 0.14% | 30 |
|