Shay 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
Q1 | – | Sell |
-1,000
| Closed | -$240K | – | 306 |
|
|
2024
Q4 | $240K | Buy |
+1,000
| New | +$240K | 0.04% | 185 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$202K | – | 306 |
|
|
2024
Q2 | $202K | Buy |
+1,000
| New | +$202K | 0.03% | 184 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 322 |
|
|
2023
Q4 | – | Sell |
-2,400
| Closed | -$348K | – | 261 |
|
|
2023
Q3 | $348K | Sell |
2,400
-8,650
| -78% | -$1.25M | 0.05% | 143 |
|
|
2023
Q2 | $1.61M | Sell |
11,050
-1,050
| -9% | -$153K | 0.22% | 41 |
|
|
2023
Q1 | $1.58M | Buy |
+12,100
| New | +$1.58M | 0.31% | 38 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$209K | – | 260 |
|
|
2022
Q3 | $209K | Buy |
+2,000
| New | +$209K | 0.05% | 175 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 367 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 409 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 431 |
|
|
2021
Q1 | – | Sell |
-1,900
| Closed | -$241K | – | 371 |
|
|
2020
Q4 | $241K | Buy |
+1,900
| New | +$241K | 0.05% | 156 |
|