Mizuho Securities’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 | $31.9K | Buy |
110
+90
| +450% | +$26.1K | 0.12% | 41 |
|
|
2025
Q1 | $4.91K | Buy |
+20
| New | +$4.91K | 0.06% | 46 |
|
|
2024
Q4 | – | Sell |
-120
| Closed | -$25.3K | – | 69 |
|
|
2024
Q3 | $25.3K | Buy |
+120
| New | +$25.3K | 0.06% | 65 |
|
|
2024
Q1 | – | Sell |
-110
| Closed | -$18.7K | – | 73 |
|
|
2023
Q4 | $18.7K | Buy |
110
+30
| +38% | +$5.1K | 0.07% | 62 |
|
|
2023
Q3 | $11.6K | Sell |
80
-1,160
| -94% | -$168K | 0.05% | 56 |
|
|
2023
Q2 | $180K | Buy |
1,240
+240
| +24% | +$34.9K | 0.41% | 38 |
|
|
2023
Q1 | $130K | Sell |
1,000
-1,350
| -57% | -$176K | 0.41% | 38 |
|
|
2022
Q4 | $315K | Sell |
2,350
-1,149
| -33% | -$154K | 0.88% | 22 |
|
|
2022
Q3 | $366K | Buy |
3,499
+3,299
| +1,650% | +$345K | 0.12% | 28 |
|
|
2022
Q2 | $32K | Sell |
200
-2,640
| -93% | -$422K | 0.01% | 77 |
|
|
2022
Q1 | $387K | Buy |
2,840
+2,331
| +458% | +$318K | 0.08% | 38 |
|
|
2021
Q4 | $81K | Sell |
509
-584
| -53% | -$92.9K | 0.03% | 55 |
|
|
2021
Q3 | $179K | Buy |
1,093
+551
| +102% | +$90.2K | 0.05% | 52 |
|
|
2021
Q2 | $84K | Sell |
542
-948
| -64% | -$147K | 0.02% | 70 |
|
|
2021
Q1 | $227K | Buy |
1,490
+559
| +60% | +$85.2K | 0.05% | 33 |
|
|
2020
Q4 | $118K | Buy |
+931
| New | +$118K | 0.02% | 50 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$139K | – | 88 |
|
|
2019
Q4 | $139K | Sell |
1,000
-2,800
| -74% | -$389K | 0.07% | 68 |
|
|
2019
Q3 | $447K | Buy |
3,800
+2,000
| +111% | +$235K | 0.3% | 37 |
|
|
2019
Q2 | $201K | Sell |
1,800
-500
| -22% | -$55.8K | 0.26% | 46 |
|
|
2019
Q1 | $233K | Buy |
2,300
+1,300
| +130% | +$132K | 0.51% | 29 |
|
|
2018
Q4 | $98K | Buy |
+1,000
| New | +$98K | 0.01% | 40 |
|