Resolute Advisors’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
Sell
-66
Closed -$16.2K 80
2025
Q1
$16.2K Sell
66
-1,239
-95% -$304K ﹤0.01% 74
2024
Q4
$313K Buy
+1,305
New +$313K 0.06% 55
2021
Q4
Sell
-726
Closed -$119K 365
2021
Q3
$119K Hold
726
0.02% 77
2021
Q2
$113K Hold
726
0.02% 51
2021
Q1
$85K Buy
+726
New +$85K 0.01% 62