QVR’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 | $440K | Buy |
+1,519
| New | +$440K | 0.05% | 20 |
|
|
2024
Q2 | – | Sell |
-8,173
| Closed | -$1.64M | – | 20 |
|
|
2024
Q1 | $1.64M | Buy |
+8,173
| New | +$1.64M | 0.28% | 6 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$9.39K | – | 34 |
|
|
2022
Q4 | $9.39K | Sell |
70
-15,211
| -100% | -$2.04M | ﹤0.01% | 47 |
|
|
2022
Q3 | $1.6M | Buy |
15,281
+3,300
| +28% | +$345K | 0.13% | 13 |
|
|
2022
Q2 | $1.35M | Buy |
+11,981
| New | +$1.35M | 0.1% | 8 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 80 |
|
|
2021
Q4 | – | Sell |
-2,441
| Closed | -$400K | – | 59 |
|
|
2021
Q3 | $400K | Buy |
2,441
+208
| +9% | +$34.1K | 0.03% | 31 |
|
|
2021
Q2 | $347K | Buy |
+2,233
| New | +$347K | 0.04% | 3 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 78 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 48 |
|