G2 Capital Management’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 | $361K | Sell |
1,244
-36
| -3% | -$10.4K | 0.1% | 50 |
|
2025
Q1 | $314K | Buy |
1,280
+33
| +3% | +$8.1K | 0.1% | 56 |
|
2024
Q4 | $299K | Hold |
1,247
| – | – | 0.09% | 55 |
|
2024
Q3 | $263K | Buy |
1,247
+1
| +0.1% | +$211 | 0.08% | 56 |
|
2024
Q2 | $252K | Hold |
1,246
| – | – | 0.08% | 57 |
|
2024
Q1 | $250K | Hold |
1,246
| – | – | 0.08% | 58 |
|
2023
Q4 | $212K | Buy |
+1,246
| New | +$212K | 0.07% | 60 |
|
2023
Q3 | – | Sell |
-2,121
| Closed | -$309K | – | 44 |
|
2023
Q2 | $309K | Hold |
2,121
| – | – | 0.13% | 38 |
|
2023
Q1 | $276K | Buy |
2,121
+30
| +1% | +$3.91K | 0.12% | 50 |
|
2022
Q4 | $280K | Buy |
2,091
+1
| +0% | +$134 | 0.1% | 58 |
|
2022
Q3 | $218K | Hold |
2,090
| – | – | 0.1% | 50 |
|
2022
Q2 | $235K | Hold |
2,090
| – | – | 0.11% | 44 |
|
2022
Q1 | $285K | Hold |
2,090
| – | – | 0.12% | 40 |
|
2021
Q4 | $331K | Buy |
+2,090
| New | +$331K | 0.12% | 72 |
|