Tacita Capital’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 | $895K | Buy |
3,087
+580
| +23% | +$168K | 0.58% | 41 |
|
|
2025
Q1 | $615K | Hold |
2,507
| – | – | 0.44% | 45 |
|
|
2024
Q4 | $601K | Buy |
2,507
+175
| +8% | +$41.9K | 0.43% | 45 |
|
|
2024
Q3 | $492K | Hold |
2,332
| – | – | 0.32% | 57 |
|
|
2024
Q2 | $472K | Hold |
2,332
| – | – | 0.33% | 59 |
|
|
2024
Q1 | $467K | Hold |
2,332
| – | – | 0.32% | 54 |
|
|
2023
Q4 | $397K | Buy |
2,332
+12
| +0.5% | +$2.04K | 0.29% | 65 |
|
|
2023
Q3 | $336K | Hold |
2,320
| – | – | 0.26% | 65 |
|
|
2023
Q2 | $337K | Hold |
2,320
| – | – | 0.25% | 67 |
|
|
2023
Q1 | $302K | Hold |
2,320
| – | – | 0.23% | 65 |
|
|
2022
Q4 | $311K | Hold |
2,320
| – | – | 0.23% | 65 |
|
|
2022
Q3 | $242K | Hold |
2,320
| – | – | 0.19% | 70 |
|
|
2022
Q2 | $261K | Hold |
2,320
| – | – | 0.18% | 71 |
|
|
2022
Q1 | $316K | Hold |
2,320
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $367K | Buy |
2,320
+425
| +22% | +$67.2K | 0.21% | 67 |
|
|
2021
Q3 | $310K | Hold |
1,895
| – | – | 0.19% | 65 |
|
|
2021
Q2 | $295K | Hold |
1,895
| – | – | 0.18% | 68 |
|
|
2021
Q1 | $288K | Hold |
1,895
| – | – | 0.19% | 73 |
|
|
2020
Q4 | $241K | Buy |
+1,895
| New | +$241K | 0.16% | 78 |
|