Neo Ivy Capital Management’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 | $480K | Buy |
+1,657
| New | +$480K | 0.15% | 188 |
|
|
2025
Q1 | – | Sell |
-7,995
| Closed | -$1.92M | – | 358 |
|
|
2024
Q4 | $1.92M | Sell |
7,995
-9,451
| -54% | -$2.26M | 0.39% | 104 |
|
|
2024
Q3 | $3.68M | Buy |
+17,446
| New | +$3.68M | 1.19% | 10 |
|
|
2022
Q4 | – | Sell |
-3,421
| Closed | -$357K | – | 446 |
|
|
2022
Q3 | $357K | Buy |
+3,421
| New | +$357K | 0.94% | 11 |
|
|
2022
Q2 | – | Sell |
-5,062
| Closed | -$690K | – | 511 |
|
|
2022
Q1 | $690K | Buy |
5,062
+1,851
| +58% | +$252K | 0.62% | 21 |
|
|
2021
Q4 | $508K | Buy |
+3,211
| New | +$508K | 0.73% | 27 |
|
|
2020
Q4 | – | Sell |
-7,719
| Closed | -$743K | – | 495 |
|
|
2020
Q3 | $743K | Buy |
+7,719
| New | +$743K | 0.75% | 13 |
|
|
2019
Q1 | – | Sell |
-6,877
| Closed | -$671K | – | 343 |
|
|
2018
Q4 | $671K | Buy |
+6,877
| New | +$671K | 0.53% | 68 |
|