Highview 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 | $3.94M | Buy |
13,601
+295
| +2% | +$85.5K | 1.52% | 18 |
|
|
2025
Q1 | $3.26M | Sell |
13,306
-317
| -2% | -$77.8K | 1.37% | 23 |
|
|
2024
Q4 | $3.27M | Buy |
13,623
+1,893
| +16% | +$454K | 1.25% | 24 |
|
|
2024
Q3 | $2.47M | Buy |
11,730
+454
| +4% | +$95.7K | 1.01% | 28 |
|
|
2024
Q2 | $2.28M | Buy |
11,276
+1,088
| +11% | +$220K | 0.95% | 29 |
|
|
2024
Q1 | $2.04M | Sell |
10,188
-1,250
| -11% | -$250K | 0.92% | 29 |
|
|
2023
Q4 | $1.95M | Buy |
11,438
+147
| +1% | +$25K | 1.04% | 27 |
|
|
2023
Q3 | $1.64M | Sell |
11,291
-40
| -0.4% | -$5.8K | 0.94% | 28 |
|
|
2023
Q2 | $1.65M | Sell |
11,331
-22
| -0.2% | -$3.2K | 0.89% | 30 |
|
|
2023
Q1 | $1.48M | Buy |
11,353
+3,238
| +40% | +$422K | 0.85% | 34 |
|
|
2022
Q4 | $1.09M | Sell |
8,115
-4,339
| -35% | -$582K | 0.66% | 42 |
|
|
2022
Q3 | $1.3M | Sell |
12,454
-560
| -4% | -$58.5K | 0.97% | 27 |
|
|
2022
Q2 | $1.47M | Sell |
13,014
-150
| -1% | -$16.9K | 1.13% | 23 |
|
|
2022
Q1 | $1.8M | Sell |
13,164
-707
| -5% | -$96.4K | 1.15% | 23 |
|
|
2021
Q4 | $2.2M | Buy |
+13,871
| New | +$2.2M | 1.42% | 14 |
|