Partners Capital Investment Group’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 | – | Sell |
-40,093
| Closed | -$9.83M | – | 175 |
|
|
2025
Q1 | $9.83M | Buy |
40,093
+19,060
| +91% | +$4.68M | 0.17% | 69 |
|
|
2024
Q4 | $5.04M | Buy |
+21,033
| New | +$5.04M | 0.14% | 62 |
|
|
2024
Q1 | – | Sell |
-7,737
| Closed | -$1.32M | – | 198 |
|
|
2023
Q4 | $1.32M | Buy |
7,737
+2,385
| +45% | +$406K | 0.03% | 135 |
|
|
2023
Q3 | $776K | Buy |
5,352
+1,645
| +44% | +$239K | 0.02% | 152 |
|
|
2023
Q2 | $539K | Buy |
+3,707
| New | +$539K | 0.01% | 165 |
|
|
2021
Q3 | – | Sell |
-13,825
| Closed | -$2.15M | – | 147 |
|
|
2021
Q2 | $2.15M | Sell |
13,825
-17,046
| -55% | -$2.65M | 0.1% | 106 |
|
|
2021
Q1 | $4.7M | Buy |
30,871
+7,161
| +30% | +$1.09M | 0.21% | 75 |
|
|
2020
Q4 | $3.01M | Buy |
23,710
+5,051
| +27% | +$642K | 0.17% | 77 |
|
|
2020
Q3 | $1.8M | Buy |
18,659
+8,527
| +84% | +$821K | 0.11% | 86 |
|
|
2020
Q2 | $953K | Buy |
+10,132
| New | +$953K | 0.05% | 93 |
|