Silverberg Bernstein Capital Management’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 | $393K | Buy |
1,354
+100
| +8% | +$29K | 0.27% | 47 |
|
|
2025
Q1 | $308K | Hold |
1,254
| – | – | 0.29% | 48 |
|
|
2024
Q4 | $301K | Hold |
1,254
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $264K | Sell |
1,254
-195
| -13% | -$41.1K | 0.24% | 44 |
|
|
2024
Q2 | $293K | Hold |
1,449
| – | – | 0.28% | 40 |
|
|
2024
Q1 | $290K | Hold |
1,449
| – | – | 0.28% | 40 |
|
|
2023
Q4 | $246K | Buy |
+1,449
| New | +$246K | 0.24% | 42 |
|