Guidance 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 | $633K | Hold |
2,188
| – | – | 0.18% | 120 |
|
|
2025
Q1 | $553K | Sell |
2,188
-482
| -18% | -$122K | 0.17% | 122 |
|
|
2024
Q4 | $707K | Sell |
2,670
-4,587
| -63% | -$1.21M | 0.22% | 106 |
|
|
2024
Q3 | $1.64M | Sell |
7,257
-597
| -8% | -$135K | 0.51% | 37 |
|
|
2024
Q2 | $1.67M | Buy |
7,854
+190
| +2% | +$40.4K | 0.55% | 36 |
|
|
2024
Q1 | $1.4M | Buy |
7,664
+4,552
| +146% | +$833K | 0.52% | 39 |
|
|
2023
Q4 | $536K | Sell |
3,112
-51
| -2% | -$8.78K | 0.21% | 105 |
|
|
2023
Q3 | $451K | Buy |
3,163
+56
| +2% | +$7.99K | 0.2% | 96 |
|
|
2023
Q2 | $480K | Buy |
+3,107
| New | +$480K | 0.21% | 96 |
|