Optimas Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $6.99M | Buy |
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|
2025
Q1 | $5.68M | Buy |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $5.18M | Sell |
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|
2023
Q2 | $5.21M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.85M | Buy |
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