Sitrin 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 | $7.85M | Sell |
27,085
-2,637
| -9% | -$764K | 4.01% | 5 |
|
|
2025
Q1 | $7.29M | Sell |
29,722
-7,245
| -20% | -$1.78M | 3.93% | 7 |
|
|
2024
Q4 | $8.86M | Buy |
36,967
+355
| +1% | +$85.1K | 4.47% | 4 |
|
|
2024
Q3 | $7.72M | Sell |
36,612
-196
| -0.5% | -$41.3K | 3.86% | 5 |
|
|
2024
Q2 | $7.44M | Buy |
36,808
+138
| +0.4% | +$27.9K | 3.96% | 6 |
|
|
2024
Q1 | $7.35M | Sell |
36,670
-724
| -2% | -$145K | 4.01% | 3 |
|
|
2023
Q4 | $6.36M | Sell |
37,394
-558
| -1% | -$94.9K | 3.71% | 9 |
|
|
2023
Q3 | $5.5M | Sell |
37,952
-4,392
| -10% | -$637K | 3.44% | 11 |
|
|
2023
Q2 | $6.16M | Buy |
42,344
+6,124
| +17% | +$891K | 3.46% | 13 |
|
|
2023
Q1 | $4.72M | Sell |
36,220
-261
| -0.7% | -$34K | 2.86% | 22 |
|
|
2022
Q4 | $4.89M | Sell |
36,481
-1,618
| -4% | -$217K | 3.12% | 14 |
|
|
2022
Q3 | $3.98M | Sell |
38,099
-629
| -2% | -$65.7K | 2.62% | 25 |
|
|
2022
Q2 | $4.36M | Sell |
38,728
-723
| -2% | -$81.4K | 2.78% | 24 |
|
|
2022
Q1 | $5.38M | Buy |
+39,451
| New | +$5.38M | 2.7% | 26 |
|