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 |
|