Sepio 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 | $596K | Sell |
2,055
-127
| -6% | -$36.8K | 0.04% | 198 |
|
|
2025
Q1 | $535K | Buy |
2,182
+1
| +0% | +$245 | 0.04% | 215 |
|
|
2024
Q4 | $523K | Sell |
2,181
-25
| -1% | -$5.99K | 0.04% | 221 |
|
|
2024
Q3 | $465K | Buy |
2,206
+49
| +2% | +$10.3K | 0.04% | 227 |
|
|
2024
Q2 | $436K | Buy |
2,157
+8
| +0.4% | +$1.62K | 0.04% | 219 |
|
|
2024
Q1 | $430K | Sell |
2,149
-601
| -22% | -$120K | 0.04% | 226 |
|
|
2023
Q4 | $468K | Buy |
2,750
+364
| +15% | +$61.9K | 0.04% | 222 |
|
|
2023
Q3 | $346K | Buy |
2,386
+392
| +20% | +$56.9K | 0.03% | 241 |
|
|
2023
Q2 | $290K | Buy |
1,994
+164
| +9% | +$23.9K | 0.02% | 298 |
|
|
2023
Q1 | $238K | Sell |
1,830
-241
| -12% | -$31.4K | 0.02% | 314 |
|
|
2022
Q4 | $278K | Buy |
+2,071
| New | +$278K | 0.02% | 292 |
|
|
2022
Q3 | – | Sell |
-2,101
| Closed | -$237K | – | 344 |
|
|
2022
Q2 | $237K | Buy |
+2,101
| New | +$237K | 0.02% | 307 |
|
|
2022
Q1 | – | Sell |
-1,361
| Closed | -$215K | – | 366 |
|
|
2021
Q4 | $215K | Buy |
+1,361
| New | +$215K | 0.02% | 341 |
|
|
2021
Q1 | – | Sell |
-3,067
| Closed | -$390K | – | 353 |
|
|
2020
Q4 | $390K | Sell |
3,067
-1,433
| -32% | -$182K | 0.03% | 292 |
|
|
2020
Q3 | $433K | Buy |
+4,500
| New | +$433K | 0.05% | 270 |
|
|
2020
Q1 | – | Sell |
-6,641
| Closed | -$926K | – | 272 |
|
|
2019
Q4 | $926K | Buy |
6,641
+424
| +7% | +$59.1K | 0.09% | 158 |
|
|
2019
Q3 | $732K | Buy |
+6,217
| New | +$732K | 0.08% | 170 |
|
|
2019
Q1 | – | Sell |
-9,660
| Closed | -$943K | – | 264 |
|
|
2018
Q4 | $943K | Buy |
+9,660
| New | +$943K | 0.07% | 150 |
|