Matisse Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Hold |
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|
2025
Q2 | $1.34M | Hold |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $966K | Hold |
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|
2024
Q2 | $927K | Hold |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $664K | Hold |
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|
2023
Q2 | $666K | Hold |
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|
2023
Q1 | $597K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $441K | Buy |
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