Schoolcraft 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 | $609K | Sell |
2,099
-888
| -30% | -$257K | 0.12% | 44 |
|
|
2025
Q1 | $733K | Buy |
2,987
+351
| +13% | +$86.1K | 0.14% | 42 |
|
|
2024
Q4 | $632K | Hold |
2,636
| – | – | 0.13% | 43 |
|
|
2024
Q3 | $556K | Hold |
2,636
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $533K | Sell |
2,636
-97
| -4% | -$19.6K | 0.11% | 45 |
|
|
2024
Q1 | $547K | Sell |
2,733
-136
| -5% | -$27.2K | 0.13% | 43 |
|
|
2023
Q4 | $488K | Sell |
2,869
-1,282
| -31% | -$218K | 0.12% | 44 |
|
|
2023
Q3 | $602K | Hold |
4,151
| – | – | 0.17% | 38 |
|
|
2023
Q2 | $604K | Buy |
4,151
+1,213
| +41% | +$176K | 0.17% | 40 |
|
|
2023
Q1 | $383K | Buy |
2,938
+439
| +18% | +$57.2K | 0.11% | 43 |
|
|
2022
Q4 | $335K | Buy |
+2,499
| New | +$335K | 0.1% | 42 |
|
|
2022
Q2 | – | Sell |
-1,630
| Closed | -$222K | – | 55 |
|
|
2022
Q1 | $222K | Buy |
+1,630
| New | +$222K | 0.07% | 54 |
|