Opinicus 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
Q2 | $5.26M | Sell |
18,157
-16
| -0.1% | -$4.64K | 4% | 4 |
|
|
2025
Q1 | $4.46M | Sell |
18,173
-1,152
| -6% | -$283K | 3.94% | 4 |
|
|
2024
Q4 | $4.63M | Sell |
19,325
-152
| -0.8% | -$36.4K | 3.89% | 4 |
|
|
2024
Q3 | $4.11M | Buy |
19,477
+68
| +0.4% | +$14.3K | 3.28% | 6 |
|
|
2024
Q2 | $3.93M | Buy |
19,409
+341
| +2% | +$69K | 3.31% | 6 |
|
|
2024
Q1 | $3.82M | Buy |
19,068
+2,112
| +12% | +$423K | 3.39% | 6 |
|
|
2023
Q4 | $2.88M | Buy |
+16,956
| New | +$2.88M | 2.94% | 7 |
|