Optimas 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 | $6.99M | Buy |
24,100
+929
| +4% | +$269K | 7.37% | 4 |
|
|
2025
Q1 | $5.68M | Buy |
23,171
+9,171
| +66% | +$2.25M | 9.65% | 3 |
|
|
2024
Q4 | $3.36M | Buy |
+14,000
| New | +$3.36M | 4.53% | 8 |
|
|
2024
Q2 | – | Sell |
-41,500
| Closed | -$8.31M | – | 27 |
|
|
2024
Q1 | $8.31M | Buy |
41,500
+30,047
| +262% | +$6.02M | 7.27% | 3 |
|
|
2023
Q4 | $1.95M | Sell |
11,453
-24,247
| -68% | -$4.12M | 1.84% | 24 |
|
|
2023
Q3 | $5.18M | Sell |
35,700
-100
| -0.3% | -$14.5K | 3.55% | 9 |
|
|
2023
Q2 | $5.21M | Buy |
+35,800
| New | +$5.21M | 6.02% | 6 |
|
|
2022
Q3 | – | Sell |
-42,600
| Closed | -$4.8M | – | 33 |
|
|
2022
Q2 | $4.8M | Buy |
+42,600
| New | +$4.8M | 5.89% | 8 |
|
|
2022
Q1 | – | Sell |
-11,678
| Closed | -$1.85M | – | 26 |
|
|
2021
Q4 | $1.85M | Buy |
+11,678
| New | +$1.85M | 3.95% | 7 |
|