Marest Capital’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 | $5.51M | Buy |
18,989
+1,941
| +11% | +$563K | 4.28% | 3 |
|
|
2025
Q1 | $4.18M | Buy |
17,048
+149
| +0.9% | +$36.6K | 3.47% | 4 |
|
|
2024
Q4 | $4.05M | Buy |
16,899
+132
| +0.8% | +$31.6K | 3.27% | 4 |
|
|
2024
Q3 | $3.54M | Buy |
16,767
+48
| +0.3% | +$10.1K | 2.99% | 4 |
|
|
2024
Q2 | $3.38M | Buy |
16,719
+101
| +0.6% | +$20.4K | 3% | 4 |
|
|
2024
Q1 | $3.33M | Buy |
16,618
+135
| +0.8% | +$27K | 3.07% | 4 |
|
|
2023
Q4 | $2.8M | Buy |
+16,483
| New | +$2.8M | 2.87% | 5 |
|