Mirabaud & Cie’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 | $9.09M | Sell |
31,345
-1,861
| -6% | -$540K | 2.89% | 12 |
|
2025
Q1 | $8.15M | Buy |
33,206
+13,840
| +71% | +$3.39M | 2.78% | 12 |
|
2024
Q4 | $4.64M | Sell |
19,366
-880
| -4% | -$211K | 1.49% | 15 |
|
2024
Q3 | $4.27M | Sell |
20,246
-69
| -0.3% | -$14.5K | 1.24% | 18 |
|
2024
Q2 | $4.11M | Sell |
20,315
-817
| -4% | -$165K | 1.39% | 23 |
|
2024
Q1 | $4.23M | Sell |
21,132
-1,680
| -7% | -$337K | 1.49% | 23 |
|
2023
Q4 | $3.88M | Buy |
+22,812
| New | +$3.88M | 1.29% | 23 |
|