Sapient Capital’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 | $137M | Sell |
472,376
-3,810
| -0.8% | -$1.1M | 2.45% | 8 |
|
|
2025
Q1 | $117M | Sell |
476,186
-1,908
| -0.4% | -$468K | 2.3% | 7 |
|
|
2024
Q4 | $115M | Buy |
478,094
+10,621
| +2% | +$2.55M | 2.19% | 9 |
|
|
2024
Q3 | $98.6M | Buy |
467,473
+7,718
| +2% | +$1.63M | 1.98% | 10 |
|
|
2024
Q2 | $93M | Buy |
459,755
+86,623
| +23% | +$17.5M | 1.94% | 11 |
|
|
2024
Q1 | $74.7M | Sell |
373,132
-1,930
| -0.5% | -$387K | 1.66% | 12 |
|
|
2023
Q4 | $63.8M | Buy |
+375,062
| New | +$63.8M | 1.65% | 11 |
|