Sicart Associates’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 | $402K | Hold |
1,385
| – | – | 0.14% | 51 |
|
|
2025
Q1 | $340K | Hold |
1,385
| – | – | 0.12% | 55 |
|
|
2024
Q4 | $332K | Hold |
1,385
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $292K | Hold |
1,385
| – | – | 0.1% | 58 |
|
|
2024
Q2 | $280K | Hold |
1,385
| – | – | 0.11% | 60 |
|
|
2024
Q1 | $277K | Hold |
1,385
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $236K | Hold |
1,385
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $201K | Hold |
1,385
| – | – | 0.08% | 63 |
|
|
2023
Q2 | $201K | Buy |
+1,385
| New | +$201K | 0.08% | 65 |
|
|
2022
Q2 | – | Sell |
-1,752
| Closed | -$239K | – | 88 |
|
|
2022
Q1 | $239K | Sell |
1,752
-1,291
| -42% | -$176K | 0.06% | 79 |
|
|
2021
Q4 | $482K | Buy |
+3,043
| New | +$482K | 0.13% | 64 |
|