FNY Investment Advisers’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 | $1.96M | Buy |
+6,750
| New | +$1.96M | 0.83% | 27 |
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$1K | – | 581 |
|
2024
Q1 | $1K | Buy |
+5,000
| New | +$1K | 0.6% | 42 |
|
2023
Q3 | – | Sell |
-25
| Closed | -$3K | – | 640 |
|
2023
Q2 | $3K | Sell |
25
-1,475
| -98% | -$177K | ﹤0.01% | 399 |
|
2023
Q1 | $195K | Buy |
+1,500
| New | +$195K | 0.22% | 79 |
|
2022
Q2 | – | Sell |
-35
| Closed | -$4K | – | 754 |
|
2022
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 518 |
|
2021
Q3 | – | Sell |
-70
| Closed | -$10K | – | 767 |
|
2021
Q2 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 552 |
|
2020
Q4 | – | Sell |
-2,530
| Closed | -$243K | – | 790 |
|
2020
Q3 | $243K | Buy |
2,530
+2,500
| +8,333% | +$240K | 0.1% | 151 |
|
2020
Q2 | $2K | Buy |
30
+29
| +2,900% | +$1.93K | ﹤0.01% | 333 |
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 600 |
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$111K | – | 938 |
|
2019
Q2 | $111K | Buy |
+1,000
| New | +$111K | 0.03% | 232 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 760 |
|
2018
Q4 | – | Sell |
-900
| Closed | -$101K | – | 757 |
|
2018
Q3 | $101K | Sell |
900
-12,207
| -93% | -$1.37M | 0.02% | 267 |
|
2018
Q2 | $1.37M | Buy |
+13,107
| New | +$1.37M | 0.54% | 39 |
|