Shaker Investments’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.28M Sell
2025
Q2
$5.78M Buy
2025
Q1
$3.36M Sell
2024
Q4
$3.35M Sell
2024
Q3
$2.97M Buy
2022
Q2
Sell
2022
Q1
$1.11M Buy
2021
Q4
$1.27M Sell
2021
Q3
$1.33M Buy
2021
Q2
$1.26M Buy
2021
Q1
$1.23M Buy