Sherbrooke Park Advisers’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 | $577K | Buy |
1,989
+838
| +73% | +$243K | 0.25% | 135 |
|
|
2025
Q1 | $282K | Buy |
+1,151
| New | +$282K | 0.13% | 318 |
|
|
2024
Q2 | – | Sell |
-6,922
| Closed | -$1.39M | – | 1058 |
|
|
2024
Q1 | $1.39M | Buy |
6,922
+4,841
| +233% | +$970K | 0.27% | 83 |
|
|
2023
Q4 | $354K | Buy |
2,081
+397
| +24% | +$67.5K | 0.17% | 224 |
|
|
2023
Q3 | $244K | Buy |
+1,684
| New | +$244K | 0.08% | 356 |
|
|
2023
Q2 | – | Sell |
-2,400
| Closed | -$313K | – | 366 |
|
|
2023
Q1 | $313K | Buy |
+2,400
| New | +$313K | 0.47% | 93 |
|