Regal 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
Q1 | – | Sell |
-74,593
| Closed | -$17.9M | – | 60 |
|
|
2024
Q4 | $17.9M | Sell |
74,593
-39,203
| -34% | -$9.4M | 1.81% | 17 |
|
|
2024
Q3 | $24M | Sell |
113,796
-29,939
| -21% | -$6.31M | 2.12% | 16 |
|
|
2024
Q2 | $29.1M | Sell |
143,735
-385
| -0.3% | -$77.9K | 3.01% | 12 |
|
|
2024
Q1 | $28.9M | Sell |
144,120
-12,116
| -8% | -$2.43M | 2.9% | 14 |
|
|
2023
Q4 | $26.6M | Buy |
+156,236
| New | +$26.6M | 2.83% | 15 |
|