Longbow Finance’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 | $25.1M | Hold |
86,408
| – | – | 2.67% | 8 |
|
|
2025
Q1 | $21.2M | Sell |
86,408
-18,556
| -18% | -$4.55M | 2.54% | 11 |
|
|
2024
Q4 | $25.2M | Sell |
104,964
-3,997
| -4% | -$958K | 2.75% | 8 |
|
|
2024
Q3 | $23M | Buy |
108,961
+1,121
| +1% | +$236K | 2.45% | 9 |
|
|
2024
Q2 | $21.8M | Sell |
107,840
-6,586
| -6% | -$1.33M | 2.25% | 8 |
|
|
2024
Q1 | $22.9M | Sell |
114,426
-11,198
| -9% | -$2.24M | 2.32% | 9 |
|
|
2023
Q4 | $21.4M | Buy |
125,624
+5,779
| +5% | +$983K | 2.17% | 11 |
|
|
2023
Q3 | $17.4M | Sell |
119,845
-390
| -0.3% | -$56.6K | 2.09% | 13 |
|
|
2023
Q2 | $17.5M | Buy |
120,235
+38,014
| +46% | +$5.53M | 2.04% | 13 |
|
|
2023
Q1 | $10.7M | Sell |
82,221
-78,935
| -49% | -$10.3M | 1.35% | 30 |
|
|
2022
Q4 | $21.6M | Buy |
+161,156
| New | +$21.6M | 2.91% | 6 |
|