Seaview Investment Managers’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 | $1.13M | Buy |
3,911
+745
| +24% | +$216K | 0.24% | 53 |
|
|
2025
Q1 | $777K | Buy |
+3,166
| New | +$777K | 0.19% | 61 |
|
|
2024
Q3 | – | Sell |
-48,223
| Closed | -$9.75M | – | 96 |
|
|
2024
Q2 | $9.75M | Sell |
48,223
-2,151
| -4% | -$435K | 2.94% | 12 |
|
|
2024
Q1 | $10.1M | Buy |
50,374
+775
| +2% | +$155K | 3.04% | 11 |
|
|
2023
Q4 | $8.44M | Sell |
49,599
-2,288
| -4% | -$389K | 2.7% | 14 |
|
|
2023
Q3 | $7.52M | Buy |
+51,887
| New | +$7.52M | 2.51% | 18 |
|
|
2021
Q3 | – | Sell |
-32,931
| Closed | -$5.12M | – | 110 |
|
|
2021
Q2 | $5.12M | Buy |
32,931
+8,226
| +33% | +$1.28M | 2.62% | 16 |
|
|
2021
Q1 | $3.76M | Sell |
24,705
-6,564
| -21% | -$999K | 2.75% | 13 |
|
|
2020
Q4 | $3.97M | Sell |
31,269
-867
| -3% | -$110K | 2.79% | 9 |
|
|
2020
Q3 | $3.15M | Buy |
+32,136
| New | +$3.15M | 2.9% | 19 |
|