Ground Swell 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 |
-965
| Closed | -$237K | – | 199 |
|
|
2025
Q1 | $237K | Buy |
+965
| New | +$237K | 0.51% | 84 |
|
|
2022
Q2 | – | Sell |
-1,651
| Closed | -$225K | – | 163 |
|
|
2022
Q1 | $225K | Buy |
+1,651
| New | +$225K | 0.58% | 31 |
|
|
2014
Q3 | $382K | Buy |
6,342
+2,102
| +50% | +$127K | 0.72% | 11 |
|
|
2014
Q2 | $244K | Buy |
+4,240
| New | +$244K | 0.47% | 17 |
|