Taika 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
Q1 | – | Sell |
-3,903
| Closed | -$936K | – | 36 |
|
|
2024
Q4 | $936K | Buy |
+3,903
| New | +$936K | 0.71% | 32 |
|
|
2023
Q4 | – | Sell |
-10,320
| Closed | -$1.5M | – | 48 |
|
|
2023
Q3 | $1.5M | Sell |
10,320
-80
| -0.8% | -$11.6K | 0.71% | 39 |
|
|
2023
Q2 | $1.51M | Sell |
10,400
-1,400
| -12% | -$204K | 0.8% | 36 |
|
|
2023
Q1 | $1.54M | Buy |
+11,800
| New | +$1.54M | 0.73% | 38 |
|