ORG Partners’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 | $1.01M | Sell |
3,480
-45
| -1% | -$13.1K | 0.22% | 97 |
|
|
2025
Q1 | $859K | Sell |
3,525
-10,251
| -74% | -$2.5M | 0.21% | 89 |
|
|
2024
Q4 | $3.31M | Buy |
13,776
+1,929
| +16% | +$463K | 0.45% | 48 |
|
|
2024
Q3 | $2.5M | Sell |
11,847
-2,051
| -15% | -$433K | 0.4% | 48 |
|
|
2024
Q2 | $2.86M | Buy |
13,898
+12,680
| +1,041% | +$2.61M | 0.36% | 55 |
|
|
2024
Q1 | $243K | Sell |
1,218
-13,800
| -92% | -$2.75M | 0.46% | 37 |
|
|
2023
Q4 | $2.56M | Buy |
15,018
+3,311
| +28% | +$563K | 0.43% | 50 |
|
|
2023
Q3 | $1.7M | Sell |
11,707
-274
| -2% | -$39.7K | 0.5% | 37 |
|
|
2023
Q2 | $1.75M | Buy |
11,981
+1,552
| +15% | +$227K | 0.28% | 68 |
|
|
2023
Q1 | $1.36M | Buy |
+10,429
| New | +$1.36M | 0.33% | 58 |
|