Interchange Capital Partners’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 | $4.15M | Buy |
14,299
+350
| +3% | +$101K | 0.96% | 20 |
|
|
2025
Q1 | $3.42M | Buy |
13,949
+2,570
| +23% | +$630K | 0.96% | 20 |
|
|
2024
Q4 | $2.73M | Sell |
11,379
-723
| -6% | -$173K | 0.98% | 23 |
|
|
2024
Q3 | $2.55M | Buy |
12,102
+128
| +1% | +$27K | 0.9% | 25 |
|
|
2024
Q2 | $2.42M | Buy |
11,974
+8,771
| +274% | +$1.77M | 0.88% | 24 |
|
|
2024
Q1 | $654K | Buy |
3,203
+1,027
| +47% | +$210K | 0.44% | 59 |
|
|
2023
Q4 | $370K | Sell |
2,176
-696
| -24% | -$118K | 0.28% | 88 |
|
|
2023
Q3 | $416K | Buy |
2,872
+991
| +53% | +$144K | 0.33% | 78 |
|
|
2023
Q2 | $274K | Sell |
1,881
-3,596
| -66% | -$523K | 0.21% | 116 |
|
|
2023
Q1 | $708K | Buy |
+5,477
| New | +$708K | 0.38% | 68 |
|
|
2021
Q4 | – | Sell |
-4,969
| Closed | -$813K | – | 166 |
|
|
2021
Q3 | $813K | Sell |
4,969
-710
| -13% | -$116K | 1.36% | 22 |
|
|
2021
Q2 | $883K | Sell |
5,679
-1,308
| -19% | -$203K | 1.37% | 22 |
|
|
2021
Q1 | $1.17M | Buy |
6,987
+935
| +15% | +$157K | 0.64% | 39 |
|
|
2020
Q4 | $769K | Buy |
+6,052
| New | +$769K | 0.42% | 58 |
|