InceptionR’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 | $1.07M | Buy |
+3,688
| New | +$1.07M | 0.25% | 138 |
|
|
2024
Q3 | – | Sell |
-1,898
| Closed | -$384K | – | 761 |
|
|
2024
Q2 | $384K | Sell |
1,898
-4,402
| -70% | -$890K | 0.11% | 356 |
|
|
2024
Q1 | $1.26M | Buy |
+6,300
| New | +$1.26M | 0.32% | 88 |
|
|
2023
Q3 | – | Sell |
-4,654
| Closed | -$677K | – | 486 |
|
|
2023
Q2 | $677K | Buy |
+4,654
| New | +$677K | 0.36% | 82 |
|
|
2023
Q1 | – | Sell |
-3,281
| Closed | -$440K | – | 511 |
|
|
2022
Q4 | $440K | Buy |
+3,281
| New | +$440K | 0.23% | 189 |
|