Eight 31 Financial’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 |
-976
| Closed | -$234K | – | 71 |
|
|
2024
Q4 | $234K | Sell |
976
-73
| -7% | -$17.5K | 0.18% | 58 |
|
|
2024
Q3 | $221K | Sell |
1,049
-76
| -7% | -$16K | 0.17% | 64 |
|
|
2024
Q2 | $228K | Sell |
1,125
-3,200
| -74% | -$647K | 0.17% | 68 |
|
|
2024
Q1 | $866K | Sell |
4,325
-945
| -18% | -$189K | 0.54% | 36 |
|
|
2023
Q4 | $896K | Buy |
+5,270
| New | +$896K | 0.55% | 38 |
|