JPMorgan Chase & Co’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
21,451
-13,431
| -39% | -$187K | ﹤0.01% | 4279 |
|
|
2025
Q1 | $513K | Sell |
34,882
-30,583
| -47% | -$450K | ﹤0.01% | 4000 |
|
|
2024
Q4 | $1.01M | Buy |
65,465
+31,391
| +92% | +$484K | ﹤0.01% | 3788 |
|
|
2024
Q3 | $528K | Buy |
34,074
+21,415
| +169% | +$332K | ﹤0.01% | 3982 |
|
|
2024
Q2 | $194K | Sell |
12,659
-21,275
| -63% | -$327K | ﹤0.01% | 4289 |
|
|
2024
Q1 | $535K | Buy |
33,934
+13,826
| +69% | +$218K | ﹤0.01% | 3914 |
|
|
2023
Q4 | $325K | Buy |
20,108
+8,996
| +81% | +$146K | ﹤0.01% | 4138 |
|
|
2023
Q3 | $164K | Sell |
11,112
-2,443
| -18% | -$36K | ﹤0.01% | 4339 |
|
|
2023
Q2 | $205K | Buy |
13,555
+9,363
| +223% | +$142K | ﹤0.01% | 4257 |
|
|
2023
Q1 | $57K | Buy |
4,192
+1,112
| +36% | +$15.1K | ﹤0.01% | 4856 |
|
|
2022
Q4 | $46K | Buy |
3,080
+130
| +4% | +$1.94K | ﹤0.01% | 4766 |
|
|
2022
Q3 | $43K | Sell |
2,950
-717
| -20% | -$10.5K | ﹤0.01% | 4750 |
|
|
2022
Q2 | $55K | Buy |
3,667
+857
| +30% | +$12.9K | ﹤0.01% | 4824 |
|
|
2022
Q1 | $50K | Buy |
+2,810
| New | +$50K | ﹤0.01% | 5011 |
|