Nearwater Capital Markets’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
$105M Buy
362,000
+54,000
+18% +$15.7M 1.68% 13
2025
Q1
$75.6M Sell
308,000
-38,000
-11% -$9.32M 2.15% 10
2024
Q4
$82.9M Buy
+346,000
New +$82.9M 2.37% 10