EPIQ 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 | $310K | Hold |
1,068
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $262K | Hold |
1,068
| – | – | 0.14% | 68 |
|
|
2024
Q4 | $256K | Hold |
1,068
| – | – | 0.14% | 65 |
|
|
2024
Q3 | $225K | Hold |
1,068
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $216K | Hold |
1,068
| – | – | 0.15% | 67 |
|
|
2024
Q1 | $214K | Buy |
+1,068
| New | +$214K | 0.14% | 70 |
|
|
2022
Q1 | – | Sell |
-1,303
| Closed | -$206K | – | 91 |
|
|
2021
Q4 | $206K | Sell |
1,303
-7
| -0.5% | -$1.11K | 0.11% | 85 |
|
|
2021
Q3 | $214K | Sell |
1,310
-12
| -0.9% | -$1.96K | 0.1% | 92 |
|
|
2021
Q2 | $206K | Buy |
+1,322
| New | +$206K | 0.1% | 88 |
|