Matrix Private Capital Group’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 | $2.52M | Sell |
8,693
-1,082
| -11% | -$314K | 1.48% | 18 |
|
|
2025
Q1 | $2.4M | Sell |
9,775
-493
| -5% | -$121K | 1.43% | 18 |
|
|
2024
Q4 | $2.46M | Hold |
10,268
| – | – | 1.4% | 18 |
|
|
2024
Q3 | $2.17M | Hold |
10,268
| – | – | 1.25% | 19 |
|
|
2024
Q2 | $2.08M | Buy |
10,268
+89
| +0.9% | +$18K | 1.3% | 17 |
|
|
2024
Q1 | $2.04M | Sell |
10,179
-124
| -1% | -$24.8K | 1.38% | 16 |
|
|
2023
Q4 | $1.75M | Sell |
10,303
-264
| -2% | -$44.9K | 1.32% | 17 |
|
|
2023
Q3 | $1.53M | Buy |
10,567
+3
| +0% | +$435 | 1.14% | 19 |
|
|
2023
Q2 | $1.54M | Sell |
10,564
-1,187
| -10% | -$173K | 1.12% | 20 |
|
|
2023
Q1 | $1.53M | Sell |
11,751
-1,418
| -11% | -$185K | 1.06% | 22 |
|
|
2022
Q4 | $1.77M | Sell |
13,169
-75
| -0.6% | -$10.1K | 1.15% | 20 |
|
|
2022
Q3 | $1.38M | Sell |
13,244
-2,403
| -15% | -$251K | 0.94% | 27 |
|
|
2022
Q2 | $1.76M | Sell |
15,647
-69
| -0.4% | -$7.77K | 1% | 20 |
|
|
2022
Q1 | $2.14M | Buy |
15,716
+60
| +0.4% | +$8.18K | 1.05% | 22 |
|
|
2021
Q4 | $2.48M | Buy |
15,656
+249
| +2% | +$39.4K | 1.17% | 17 |
|
|
2021
Q3 | $2.52M | Buy |
15,407
+183
| +1% | +$30K | 1.33% | 15 |
|
|
2021
Q2 | $2.37M | Sell |
15,224
-1,221
| -7% | -$190K | 1.3% | 14 |
|
|
2021
Q1 | $2.5M | Buy |
16,445
+31
| +0.2% | +$4.72K | 1.51% | 12 |
|
|
2020
Q4 | $2.09M | Buy |
16,414
+1,484
| +10% | +$189K | 1.5% | 12 |
|
|
2020
Q3 | $1.44M | Buy |
14,930
+1,220
| +9% | +$117K | 1.46% | 15 |
|
|
2020
Q2 | $1.29M | Buy |
13,710
+215
| +2% | +$20.2K | 1.42% | 14 |
|
|
2020
Q1 | $1.22M | Sell |
13,495
-69
| -0.5% | -$6.21K | 1.73% | 15 |
|
|
2019
Q4 | $1.89M | Buy |
+13,564
| New | +$1.89M | 1.98% | 10 |
|