Prairiewood 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 | $342K | Buy |
1,181
+68
| +6% | +$19.7K | 0.13% | 58 |
|
2025
Q1 | $273K | Sell |
1,113
-94
| -8% | -$23.1K | 0.11% | 63 |
|
2024
Q4 | $289K | Hold |
1,207
| – | – | 0.12% | 63 |
|
2024
Q3 | $255K | Hold |
1,207
| – | – | 0.11% | 68 |
|
2024
Q2 | $244K | Hold |
1,207
| – | – | 0.12% | 70 |
|
2024
Q1 | $242K | Buy |
1,207
+20
| +2% | +$4.01K | 0.11% | 71 |
|
2023
Q4 | $202K | Buy |
+1,187
| New | +$202K | 0.1% | 75 |
|
2022
Q2 | – | Sell |
-1,633
| Closed | -$223K | – | 69 |
|
2022
Q1 | $223K | Hold |
1,633
| – | – | 0.16% | 63 |
|
2021
Q4 | $259K | Sell |
1,633
-165
| -9% | -$26.2K | 0.2% | 65 |
|
2021
Q3 | $294K | Hold |
1,798
| – | – | 0.24% | 61 |
|
2021
Q2 | $280K | Hold |
1,798
| – | – | 0.24% | 63 |
|
2021
Q1 | $274K | Buy |
1,798
+50
| +3% | +$7.62K | 0.25% | 61 |
|
2020
Q4 | $222K | Buy |
+1,748
| New | +$222K | 0.23% | 66 |
|