Shaker Investments’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 | $5.78M | Buy |
19,925
+6,236
| +46% | +$1.81M | 2.36% | 6 |
|
|
2025
Q1 | $3.36M | Sell |
13,689
-290
| -2% | -$71.1K | 1.62% | 19 |
|
|
2024
Q4 | $3.35M | Sell |
13,979
-112
| -0.8% | -$26.8K | 1.4% | 25 |
|
|
2024
Q3 | $2.97M | Buy |
+14,091
| New | +$2.97M | 1.24% | 29 |
|
|
2022
Q2 | – | Sell |
-8,171
| Closed | -$1.11M | – | 94 |
|
|
2022
Q1 | $1.11M | Buy |
8,171
+133
| +2% | +$18.1K | 0.57% | 51 |
|
|
2021
Q4 | $1.27M | Sell |
8,038
-72
| -0.9% | -$11.4K | 0.55% | 53 |
|
|
2021
Q3 | $1.33M | Buy |
8,110
+29
| +0.4% | +$4.75K | 0.59% | 50 |
|
|
2021
Q2 | $1.26M | Buy |
8,081
+2
| +0% | +$311 | 0.58% | 53 |
|
|
2021
Q1 | $1.23M | Buy |
+8,079
| New | +$1.23M | 0.6% | 53 |
|