Jag 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 | $427K | Buy |
1,475
+1
| +0.1% | +$290 | 0.05% | 84 |
|
|
2025
Q1 | $362K | Hold |
1,474
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $353K | Buy |
1,474
+140
| +10% | +$33.6K | 0.05% | 83 |
|
|
2024
Q3 | $281K | Sell |
1,334
-425
| -24% | -$89.6K | 0.03% | 102 |
|
|
2024
Q2 | $356K | Sell |
1,759
-500
| -22% | -$101K | 0.05% | 85 |
|
|
2024
Q1 | $452K | Sell |
2,259
-691
| -23% | -$138K | 0.06% | 87 |
|
|
2023
Q4 | $502K | Sell |
2,950
-1,375
| -32% | -$234K | 0.08% | 79 |
|
|
2023
Q3 | $627K | Hold |
4,325
| – | – | 0.08% | 109 |
|
|
2023
Q2 | $629K | Sell |
4,325
-211
| -5% | -$30.7K | 0.07% | 113 |
|
|
2023
Q1 | $591K | Buy |
4,536
+2,042
| +82% | +$266K | 0.08% | 116 |
|
|
2022
Q4 | $334K | Sell |
2,494
-145
| -5% | -$19.4K | 0.05% | 141 |
|
|
2022
Q3 | $276K | Sell |
2,639
-36
| -1% | -$3.77K | 0.04% | 152 |
|
|
2022
Q2 | $301K | Buy |
+2,675
| New | +$301K | 0.04% | 156 |
|
|
2020
Q4 | – | Sell |
-3,368
| Closed | -$324K | – | 197 |
|
|
2020
Q3 | $324K | Sell |
3,368
-393
| -10% | -$37.8K | 0.03% | 148 |
|
|
2020
Q2 | $354K | Hold |
3,761
| – | – | 0.04% | 133 |
|
|
2020
Q1 | $339K | Sell |
3,761
-390
| -9% | -$35.2K | 0.05% | 136 |
|
|
2019
Q4 | $579K | Buy |
4,151
+1,232
| +42% | +$172K | 0.07% | 141 |
|
|
2019
Q3 | $344K | Sell |
2,919
-6,959
| -70% | -$820K | 0.04% | 164 |
|
|
2019
Q2 | $1.1M | Buy |
+9,878
| New | +$1.1M | 0.12% | 108 |
|