Infrastructure Capital Advisors’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 | $598K | Buy |
+2,063
| New | +$598K | 0.05% | 81 |
|
2024
Q4 | – | Sell |
-3,592
| Closed | -$757K | – | 139 |
|
2024
Q3 | $757K | Buy |
3,592
+627
| +21% | +$132K | 0.1% | 70 |
|
2024
Q2 | $600K | Sell |
2,965
-7,035
| -70% | -$1.42M | 0.08% | 70 |
|
2024
Q1 | $2M | Buy |
+10,000
| New | +$2M | 0.25% | 34 |
|
2022
Q4 | – | Sell |
-3,083
| Closed | -$322K | – | 90 |
|
2022
Q3 | $322K | Buy |
+3,083
| New | +$322K | 0.01% | 57 |
|