Globeflex Capital’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 |
-33,400
| Closed | -$8.19M | – | 441 |
|
|
2025
Q1 | $8.19M | Hold |
33,400
| – | – | 0.76% | 34 |
|
|
2024
Q4 | $8.01M | Hold |
33,400
| – | – | 0.68% | 36 |
|
|
2024
Q3 | $7.04M | Hold |
33,400
| – | – | 0.67% | 36 |
|
|
2024
Q2 | $6.76M | Hold |
33,400
| – | – | 0.71% | 37 |
|
|
2024
Q1 | $6.69M | Hold |
33,400
| – | – | 0.65% | 35 |
|
|
2023
Q4 | $5.68M | Hold |
33,400
| – | – | 0.58% | 42 |
|
|
2023
Q3 | $4.84M | Hold |
33,400
| – | – | 0.57% | 46 |
|
|
2023
Q2 | $4.86M | Hold |
33,400
| – | – | 0.54% | 51 |
|
|
2023
Q1 | $4.35M | Hold |
33,400
| – | – | 0.53% | 49 |
|
|
2022
Q4 | $4.48M | Buy |
+33,400
| New | +$4.48M | 0.57% | 42 |
|