Regatta Capital 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 | $6.5M | Buy |
22,424
+292
| +1% | +$84.7K | 1.12% | 19 |
|
|
2025
Q1 | $5.43M | Buy |
22,132
+111
| +0.5% | +$27.2K | 1.05% | 19 |
|
|
2024
Q4 | $5.28M | Buy |
22,021
+607
| +3% | +$146K | 1.02% | 21 |
|
|
2024
Q3 | $4.52M | Buy |
21,414
+1,096
| +5% | +$231K | 0.88% | 21 |
|
|
2024
Q2 | $4.11M | Buy |
20,318
+700
| +4% | +$142K | 0.89% | 21 |
|
|
2024
Q1 | $3.93M | Buy |
19,618
+354
| +2% | +$70.9K | 0.88% | 22 |
|
|
2023
Q4 | $3.28M | Buy |
19,264
+38
| +0.2% | +$6.46K | 0.86% | 23 |
|
|
2023
Q3 | $2.79M | Sell |
19,226
-736
| -4% | -$107K | 0.88% | 21 |
|
|
2023
Q2 | $2.9M | Sell |
19,962
-286
| -1% | -$41.6K | 0.92% | 17 |
|
|
2023
Q1 | $2.72M | Hold |
20,248
| – | – | 0.97% | 15 |
|
|
2022
Q4 | $2.72M | Buy |
20,248
+6,708
| +50% | +$900K | 0.97% | 15 |
|
|
2022
Q3 | $1.53M | Buy |
13,540
+701
| +5% | +$79K | 0.62% | 41 |
|
|
2022
Q2 | $1.45M | Buy |
12,839
+174
| +1% | +$19.6K | 0.69% | 36 |
|
|
2022
Q1 | $1.73M | Buy |
12,665
+311
| +3% | +$42.4K | 0.6% | 39 |
|
|
2021
Q4 | $1.96M | Buy |
+12,354
| New | +$1.96M | 0.68% | 36 |
|