Rovin Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.57M | Buy |
4,860
+1,307
| +37% | +$405K | 0.42% | 56 |
|
|
2025
Q3 | $1.12M | Buy |
3,553
+276
| +8% | +$82.1K | 0.31% | 67 |
|
|
2025
Q2 | $950K | Buy |
3,277
+187
| +6% | +$47.7K | 0.29% | 70 |
|
|
2025
Q1 | $758K | Sell |
3,090
-18
| -0.6% | -$4.59K | 0.24% | 72 |
|
|
2024
Q4 | $745K | Buy |
3,108
+18
| +0.6% | +$4.19K | 0.27% | 66 |
|
|
2024
Q3 | $652K | Buy |
3,090
+20
| +0.7% | +$4.21K | 0.24% | 93 |
|
|
2024
Q2 | $621K | Hold |
3,070
| – | – | 0.26% | 79 |
|
|
2024
Q1 | $615K | Hold |
3,070
| – | – | 0.25% | 82 |
|
|
2023
Q4 | $522K | Hold |
3,070
| – | – | 0.24% | 81 |
|
|
2023
Q3 | $445K | Hold |
3,070
| – | – | 0.21% | 70 |
|
|
2023
Q2 | $446K | Sell |
3,070
-95
| -3% | -$13.1K | 0.2% | 81 |
|
|
2023
Q1 | $412K | Sell |
3,165
-96
| -3% | -$13.2K | 0.2% | 87 |
|
|
2022
Q4 | $437K | Sell |
3,261
-24
| -0.7% | -$3.04K | 0.22% | 78 |
|
|
2022
Q3 | $343K | Buy |
3,285
+385
| +13% | +$44.2K | 0.2% | 87 |
|
|
2022
Q2 | $327K | Buy |
2,900
+12
| +0.4% | +$1.49K | 0.22% | 81 |
|
|
2022
Q1 | $394K | Buy |
2,888
+19
| +0.7% | +$2.81K | 0.21% | 79 |
|
|
2021
Q4 | $454K | Hold |
2,869
| – | – | 0.22% | 74 |
|
|
2021
Q3 | $470K | Buy |
2,869
+24
| +0.8% | +$3.76K | 0.32% | 39 |
|
|
2021
Q2 | $443K | Buy |
2,845
+46
| +2% | +$7.22K | 0.33% | 34 |
|
|
2021
Q1 | $426K | Buy |
2,799
+30
| +1% | +$4.32K | 0.37% | 33 |
|
|
2020
Q4 | $352K | Sell |
2,769
-45
| -2% | -$5.03K | 0.28% | 28 |
|
|
2020
Q3 | $271K | Sell |
2,814
-870
| -24% | -$85.4K | 0.26% | 27 |
|
|
2020
Q2 | $347K | Buy |
3,684
+792
| +27% | +$75.1K | 0.35% | 24 |
|
|
2020
Q1 | $274K | Buy |
2,892
+890
| +44% | +$108K | 0.29% | 28 |
|
|
2019
Q4 | $279K | Buy |
+2,002
| New | +$257K | 0.24% | 32 |
|
Other funds holding JPM
