Epacria Capital 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
Q1 | – | Sell |
-4,000
| Closed | -$959K | – | 43 |
|
|
2024
Q4 | $959K | Sell |
4,000
-6,400
| -62% | -$1.53M | 0.81% | 25 |
|
|
2024
Q3 | $2.19M | Hold |
10,400
| – | – | 1.5% | 19 |
|
|
2024
Q2 | $2.1M | Hold |
10,400
| – | – | 1.54% | 18 |
|
|
2024
Q1 | $2.08M | Hold |
10,400
| – | – | 1.51% | 19 |
|
|
2023
Q4 | $1.77M | Hold |
10,400
| – | – | 1.42% | 19 |
|
|
2023
Q3 | $1.51M | Hold |
10,400
| – | – | 1.25% | 22 |
|
|
2023
Q2 | $1.51M | Hold |
10,400
| – | – | 1.24% | 23 |
|
|
2023
Q1 | $1.36M | Hold |
10,400
| – | – | 1.05% | 24 |
|
|
2022
Q4 | $1.39M | Buy |
+10,400
| New | +$1.39M | 1.1% | 27 |
|