Napatree 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
Q1 | $1.57M | Buy |
6,405
+138
| +2% | +$33.9K | 0.88% | 29 |
|
|
2024
Q4 | $1.5M | Buy |
6,267
+308
| +5% | +$73.8K | 0.88% | 29 |
|
|
2024
Q3 | $1.26M | Buy |
5,959
+310
| +5% | +$65.4K | 0.88% | 28 |
|
|
2024
Q2 | $1.14M | Buy |
5,649
+211
| +4% | +$42.7K | 0.93% | 28 |
|
|
2024
Q1 | $1.04M | Buy |
5,438
+120
| +2% | +$23K | 1.01% | 29 |
|
|
2023
Q4 | $905K | Buy |
+5,318
| New | +$905K | 0.91% | 33 |
|