Olympiad Research’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,168
Closed -$246K 327
2024
Q3
$246K Buy
1,168
+99
+9% +$20.9K 0.16% 233
2024
Q2
$216K Buy
1,069
+12
+1% +$2.43K 0.16% 265
2024
Q1
$212K Buy
+1,057
New +$212K 0.14% 295
2022
Q3
$978K Sell
9,355
-529
-5% -$55.3K 0.53% 55
2022
Q2
$1.11M Buy
9,884
+967
+11% +$109K 0.5% 67
2022
Q1
$1.22M Sell
8,917
-3
-0% -$409 0.37% 80
2021
Q4
$1.41M Buy
8,920
+3,028
+51% +$479K 0.51% 63
2021
Q3
$964K Buy
5,892
+635
+12% +$104K 0.3% 108
2021
Q2
$818K Sell
5,257
-478
-8% -$74.4K 0.28% 105
2021
Q1
$873K Sell
5,735
-249
-4% -$37.9K 0.37% 76
2020
Q4
$760K Buy
5,984
+2,962
+98% +$376K 0.44% 42
2020
Q3
$291K Buy
+3,022
New +$291K 0.15% 170
2020
Q2
Sell
-2,726
Closed -$245K 349
2020
Q1
$245K Buy
+2,726
New +$245K 0.25% 151