Presidio Capital Management’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 | $1.03M | Buy |
3,559
+1,105
| +45% | +$320K | 0.4% | 24 |
|
|
2025
Q1 | $602K | Sell |
2,454
-138
| -5% | -$33.9K | 0.25% | 30 |
|
|
2024
Q4 | $621K | Buy |
2,592
+161
| +7% | +$38.6K | 0.33% | 32 |
|
|
2024
Q3 | $513K | Sell |
2,431
-68
| -3% | -$14.3K | 0.33% | 35 |
|
|
2024
Q2 | $505K | Buy |
2,499
+420
| +20% | +$84.9K | 0.35% | 32 |
|
|
2024
Q1 | $416K | Buy |
+2,079
| New | +$416K | 0.3% | 28 |
|