Sivia 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 | $1.93M | Sell |
6,661
-582
| -8% | -$169K | 0.58% | 20 |
|
|
2025
Q1 | $1.78M | Buy |
7,243
+527
| +8% | +$129K | 0.83% | 19 |
|
|
2024
Q4 | $1.61M | Sell |
6,716
-178
| -3% | -$42.7K | 0.8% | 20 |
|
|
2024
Q3 | $1.45M | Buy |
6,894
+194
| +3% | +$40.9K | 0.86% | 22 |
|
|
2024
Q2 | $1.36M | Sell |
6,700
-1,589
| -19% | -$321K | 0.91% | 20 |
|
|
2024
Q1 | $1.66M | Sell |
8,289
-148
| -2% | -$29.6K | 1.13% | 16 |
|
|
2023
Q4 | $1.44M | Buy |
+8,437
| New | +$1.44M | 1.09% | 18 |
|