Pacifica 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 | $6.11M | Sell |
21,276
-329
| -2% | -$94.5K | 2.48% | 10 |
|
|
2025
Q1 | $4.94M | Sell |
21,605
-585
| -3% | -$134K | 2.26% | 12 |
|
|
2024
Q4 | $5.33M | Sell |
22,190
-516
| -2% | -$124K | 2.3% | 12 |
|
|
2024
Q3 | $4.79M | Sell |
22,706
-330
| -1% | -$69.6K | 1.98% | 15 |
|
|
2024
Q2 | $4.8M | Sell |
23,036
-120
| -0.5% | -$25K | 2.06% | 13 |
|
|
2024
Q1 | $4.51M | Sell |
23,156
-236
| -1% | -$45.9K | 2% | 13 |
|
|
2023
Q4 | $3.7M | Buy |
23,392
+41
| +0.2% | +$6.48K | 1.82% | 14 |
|
|
2023
Q3 | $3.34M | Buy |
23,351
+3,341
| +17% | +$477K | 1.82% | 16 |
|
|
2023
Q2 | $2.89M | Sell |
20,010
-19
| -0.1% | -$2.75K | 1.64% | 21 |
|
|
2023
Q1 | $2.54M | Sell |
20,029
-1,201
| -6% | -$152K | 1.53% | 22 |
|
|
2022
Q4 | $2.8M | Buy |
21,230
+282
| +1% | +$37.2K | 1.9% | 17 |
|
|
2022
Q3 | $2.29M | Sell |
20,948
-354
| -2% | -$38.6K | 1.65% | 20 |
|
|
2022
Q2 | $2.51M | Buy |
21,302
+676
| +3% | +$79.6K | 1.73% | 20 |
|
|
2022
Q1 | $2.87M | Buy |
20,626
+16
| +0.1% | +$2.23K | 1.87% | 14 |
|
|
2021
Q4 | $3.44M | Sell |
20,610
-20
| -0.1% | -$3.34K | 2.25% | 13 |
|
|
2021
Q3 | $3.36M | Sell |
20,630
-54
| -0.3% | -$8.8K | 2.45% | 8 |
|
|
2021
Q2 | $3.19M | Buy |
20,684
+1,820
| +10% | +$281K | 2.42% | 8 |
|
|
2021
Q1 | $2.88M | Sell |
18,864
-276
| -1% | -$42.2K | 2.37% | 9 |
|
|
2020
Q4 | $2.4M | Buy |
19,140
+2,118
| +12% | +$266K | 2.31% | 9 |
|
|
2020
Q3 | $1.64M | Buy |
17,022
+4,831
| +40% | +$465K | 1.78% | 18 |
|
|
2020
Q2 | $1.13M | Sell |
12,191
-175
| -1% | -$16.2K | 1.25% | 32 |
|
|
2020
Q1 | $1.12M | Sell |
12,366
-866
| -7% | -$78.4K | 1.39% | 26 |
|
|
2019
Q4 | $1.85M | Buy |
+13,232
| New | +$1.85M | 1.79% | 20 |
|