Silicon Valley Capital Partners’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 | $3.07M | Sell |
10,597
-1,211
| -10% | -$351K | 0.32% | 35 |
|
2025
Q1 | $2.87M | Buy |
11,808
+1,448
| +14% | +$352K | 0.37% | 34 |
|
2024
Q4 | $2.48M | Buy |
10,360
+194
| +2% | +$46.5K | 0.28% | 39 |
|
2024
Q3 | $2.14M | Buy |
10,166
+453
| +5% | +$95.5K | 0.28% | 38 |
|
2024
Q2 | $1.96M | Buy |
9,713
+1,911
| +24% | +$387K | 0.27% | 38 |
|
2024
Q1 | $1.56M | Buy |
7,802
+1,984
| +34% | +$397K | 0.23% | 39 |
|
2023
Q4 | $990K | Buy |
5,818
+409
| +8% | +$69.6K | 0.17% | 41 |
|
2023
Q3 | $784K | Buy |
5,409
+13
| +0.2% | +$1.89K | 0.15% | 43 |
|
2023
Q2 | $785K | Buy |
5,396
+627
| +13% | +$91.2K | 0.15% | 44 |
|
2023
Q1 | $622K | Buy |
4,769
+372
| +8% | +$48.5K | 0.13% | 49 |
|
2022
Q4 | $590K | Sell |
4,397
-1,416
| -24% | -$190K | 0.13% | 46 |
|
2022
Q3 | $607K | Buy |
5,813
+959
| +20% | +$100K | 0.13% | 35 |
|
2022
Q2 | $547K | Sell |
4,854
-1,073
| -18% | -$121K | 0.11% | 37 |
|
2022
Q1 | $808K | Buy |
5,927
+1,685
| +40% | +$230K | 0.13% | 37 |
|
2021
Q4 | $672K | Buy |
4,242
+1,193
| +39% | +$189K | 0.11% | 41 |
|
2021
Q3 | $499K | Buy |
3,049
+250
| +9% | +$40.9K | 0.1% | 42 |
|
2021
Q2 | $435K | Buy |
2,799
+665
| +31% | +$103K | 0.09% | 38 |
|
2021
Q1 | $325K | Sell |
2,134
-380
| -15% | -$57.9K | 0.07% | 50 |
|
2020
Q4 | $319K | Buy |
2,514
+22
| +0.9% | +$2.79K | 0.07% | 47 |
|
2020
Q3 | $240K | Sell |
2,492
-868
| -26% | -$83.6K | 0.06% | 50 |
|
2020
Q2 | $316K | Buy |
3,360
+881
| +36% | +$82.9K | 0.1% | 32 |
|
2020
Q1 | $223K | Sell |
2,479
-48
| -2% | -$4.32K | 0.09% | 33 |
|
2019
Q4 | $352K | Buy |
2,527
+686
| +37% | +$95.6K | 0.12% | 27 |
|
2019
Q3 | $217K | Sell |
1,841
-1,211
| -40% | -$143K | 0.08% | 35 |
|
2019
Q2 | $341K | Sell |
3,052
-73
| -2% | -$8.16K | 0.14% | 26 |
|
2019
Q1 | $316K | Sell |
3,125
-149
| -5% | -$15.1K | 0.14% | 25 |
|
2018
Q4 | $320K | Buy |
3,274
+423
| +15% | +$41.3K | 0.16% | 22 |
|
2018
Q3 | $322K | Hold |
2,851
| – | – | 0.13% | 21 |
|
2018
Q2 | $328K | Buy |
2,851
+750
| +36% | +$86.3K | 0.16% | 21 |
|
2018
Q1 | $231K | Buy |
+2,101
| New | +$231K | 0.14% | 22 |
|