Sebold Capital Management’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 | $308K | Sell |
1,063
-21
| -2% | -$6.09K | 0.19% | 60 |
|
|
2025
Q1 | $266K | Sell |
1,084
-205
| -16% | -$50.3K | 0.17% | 64 |
|
|
2024
Q4 | $309K | Sell |
1,289
-148
| -10% | -$35.5K | 0.21% | 52 |
|
|
2024
Q3 | $303K | Buy |
1,437
+11
| +0.8% | +$2.32K | 0.2% | 55 |
|
|
2024
Q2 | $288K | Sell |
1,426
-84
| -6% | -$17K | 0.2% | 52 |
|
|
2024
Q1 | $303K | Buy |
1,510
+25
| +2% | +$5.01K | 0.2% | 57 |
|
|
2023
Q4 | $253K | Sell |
1,485
-281
| -16% | -$47.8K | 0.19% | 60 |
|
|
2023
Q3 | $256K | Buy |
1,766
+32
| +2% | +$4.64K | 0.21% | 60 |
|
|
2023
Q2 | $252K | Sell |
1,734
-163
| -9% | -$23.7K | 0.2% | 60 |
|
|
2023
Q1 | $247K | Buy |
1,897
+59
| +3% | +$7.69K | 0.2% | 61 |
|
|
2022
Q4 | $246K | Buy |
+1,838
| New | +$246K | 0.2% | 59 |
|