iSAM Funds (UK)’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 | $4.7M | Buy |
16,226
+11,486
| +242% | +$3.33M | 1.03% | 8 |
|
2025
Q1 | $1.16M | Buy |
+4,740
| New | +$1.16M | 0.57% | 45 |
|
2023
Q3 | – | Sell |
-3,221
| Closed | -$468K | – | 289 |
|
2023
Q2 | $468K | Buy |
3,221
+230
| +8% | +$33.5K | 0.42% | 100 |
|
2023
Q1 | $390K | Buy |
+2,991
| New | +$390K | 0.5% | 83 |
|