Sachetta’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 | $1.31M | Sell |
4,521
-425
| -9% | -$123K | 0.52% | 39 |
|
|
2025
Q1 | $1.21M | Sell |
4,946
-418
| -8% | -$103K | 0.5% | 42 |
|
|
2024
Q4 | $1.29M | Sell |
5,364
-322
| -6% | -$77.2K | 0.51% | 41 |
|
|
2024
Q3 | $1.2M | Buy |
5,686
+159
| +3% | +$33.5K | 0.47% | 45 |
|
|
2024
Q2 | $1.19M | Buy |
5,527
+516
| +10% | +$111K | 0.52% | 37 |
|
|
2024
Q1 | $852K | Hold |
5,011
| – | – | 0.4% | 50 |
|
|
2023
Q4 | $852K | Buy |
+5,011
| New | +$852K | 0.4% | 50 |
|