JPMorgan Chase & Co’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $343 | Sell |
53
-2,862
| -98% | -$18.5K | ﹤0.01% | 5848 |
|
2025
Q1 | $28.3K | Buy |
2,915
+336
| +13% | +$3.26K | ﹤0.01% | 5189 |
|
2024
Q4 | $33.1K | Buy |
2,579
+263
| +11% | +$3.38K | ﹤0.01% | 5116 |
|
2024
Q3 | $35.6K | Buy |
2,316
+67
| +3% | +$1.03K | ﹤0.01% | 5076 |
|
2024
Q2 | $39.4K | Buy |
2,249
+178
| +9% | +$3.12K | ﹤0.01% | 4985 |
|
2024
Q1 | $33K | Sell |
2,071
-1,293
| -38% | -$20.6K | ﹤0.01% | 5100 |
|
2023
Q4 | $46K | Hold |
3,364
| – | – | ﹤0.01% | 5030 |
|
2023
Q3 | $84K | Sell |
3,364
-659
| -16% | -$16.4K | ﹤0.01% | 4712 |
|
2023
Q2 | $176K | Buy |
4,023
+3,836
| +2,051% | +$168K | ﹤0.01% | 4345 |
|
2023
Q1 | $5K | Buy |
+187
| New | +$5K | ﹤0.01% | 5388 |
|