Freedom Together Foundation’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 | – | Sell |
-19,855
| Closed | -$4.87M | – | 13 |
|
|
2025
Q1 | $4.87M | Hold |
19,855
| – | – | 0.64% | 6 |
|
|
2024
Q4 | $4.76M | Sell |
19,855
-80,000
| -80% | -$19.2M | 0.53% | 6 |
|
|
2024
Q3 | $21.1M | Sell |
99,855
-150,000
| -60% | -$31.6M | 2.22% | 7 |
|
|
2024
Q2 | $50.5M | Sell |
249,855
-50,000
| -17% | -$10.1M | 5.41% | 6 |
|
|
2024
Q1 | $60.1M | Hold |
299,855
| – | – | 6.56% | 6 |
|
|
2023
Q4 | $51M | Buy |
+299,855
| New | +$51M | 5.47% | 6 |
|