Fidelis 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
Q2 | $17.2M | Buy |
58,940
+900
| +2% | +$262K | 1.56% | 12 |
|
|
2025
Q1 | $14.1M | Buy |
58,040
+3,356
| +6% | +$817K | 1.5% | 13 |
|
|
2024
Q4 | $14.6M | Buy |
54,684
+12,547
| +30% | +$3.35M | 1.46% | 16 |
|
|
2024
Q3 | $9.41M | Buy |
42,137
+1,029
| +3% | +$230K | 1.12% | 18 |
|
|
2024
Q2 | $8.24M | Buy |
41,108
+4,898
| +14% | +$982K | 1.17% | 18 |
|
|
2024
Q1 | $7.25M | Buy |
36,210
+5,884
| +19% | +$1.18M | 1.1% | 19 |
|
|
2023
Q4 | $5.16M | Buy |
30,326
+7,008
| +30% | +$1.19M | 1.14% | 13 |
|
|
2023
Q3 | $3.38M | Buy |
23,318
+1,476
| +7% | +$214K | 1.16% | 15 |
|
|
2023
Q2 | $3.18M | Buy |
21,842
+760
| +4% | +$111K | 1.16% | 14 |
|
|
2023
Q1 | $2.88M | Buy |
21,082
+12,752
| +153% | +$1.74M | 1.23% | 14 |
|
|
2022
Q4 | $1.14M | Buy |
+8,330
| New | +$1.14M | 1.35% | 18 |
|