J2 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 | $410K | Sell |
1,416
-615
| -30% | -$178K | 0.33% | 81 |
|
|
2025
Q1 | $498K | Sell |
2,031
-1,158
| -36% | -$284K | 0.46% | 37 |
|
|
2024
Q4 | $764K | Buy |
+3,189
| New | +$764K | 0.72% | 24 |
|
|
2023
Q3 | $499K | Buy |
3,440
+60
| +2% | +$8.7K | 0.63% | 42 |
|
|
2023
Q2 | $492K | Buy |
3,380
+979
| +41% | +$142K | 0.58% | 42 |
|
|
2023
Q1 | $313K | Buy |
+2,401
| New | +$313K | 0.48% | 61 |
|
|
2022
Q3 | – | Sell |
-2,488
| Closed | -$280K | – | 87 |
|
|
2022
Q2 | $280K | Buy |
2,488
+26
| +1% | +$2.93K | 0.43% | 58 |
|
|
2022
Q1 | $336K | Sell |
2,462
-1,885
| -43% | -$257K | 0.37% | 59 |
|
|
2021
Q4 | $688K | Buy |
+4,347
| New | +$688K | 0.65% | 29 |
|