EdgeRock 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 | $990K | Buy |
3,411
+206
| +6% | +$59.8K | 0.31% | 37 |
|
|
2025
Q1 | $786K | Sell |
3,205
-101
| -3% | -$24.8K | 0.56% | 29 |
|
|
2024
Q4 | $792K | Buy |
3,306
+327
| +11% | +$78.4K | 0.52% | 28 |
|
|
2024
Q3 | $628K | Buy |
2,979
+142
| +5% | +$29.9K | 0.44% | 33 |
|
|
2024
Q2 | $574K | Buy |
2,837
+500
| +21% | +$101K | 0.44% | 27 |
|
|
2024
Q1 | $468K | Buy |
2,337
+117
| +5% | +$23.4K | 0.37% | 35 |
|
|
2023
Q4 | $388K | Buy |
2,220
+243
| +12% | +$42.5K | 0.28% | 38 |
|
|
2023
Q3 | $287K | Buy |
+1,977
| New | +$287K | 0.17% | 43 |
|
|
2022
Q4 | – | Sell |
-1,105
| Closed | -$115K | – | 227 |
|
|
2022
Q3 | $115K | Buy |
+1,105
| New | +$115K | 0.07% | 74 |
|