Neo Ivy Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.66M | Buy |
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|
2025
Q3 | $835K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $3.68M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $743K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $671K | Buy |
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