TOBAM’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 | $166K | Buy |
+573
| New | +$166K | 0.06% | 117 |
|
|
2025
Q1 | – | Sell |
-1,732
| Closed | -$415K | – | 297 |
|
|
2024
Q4 | $415K | Sell |
1,732
-157
| -8% | -$37.6K | 0.13% | 113 |
|
|
2024
Q3 | $398K | Buy |
1,889
+313
| +20% | +$65.9K | 0.07% | 135 |
|
|
2024
Q2 | $319K | Sell |
1,576
-558
| -26% | -$113K | 0.05% | 142 |
|
|
2024
Q1 | $427K | Buy |
2,134
+431
| +25% | +$86.2K | 0.04% | 153 |
|
|
2023
Q4 | $290K | Buy |
1,703
+1,576
| +1,241% | +$268K | 0.03% | 179 |
|
|
2023
Q3 | $18K | Buy |
+127
| New | +$18K | ﹤0.01% | 336 |
|
|
2022
Q2 | – | Sell |
-7,161
| Closed | -$976K | – | 458 |
|
|
2022
Q1 | $976K | Buy |
7,161
+4,169
| +139% | +$568K | 0.05% | 143 |
|
|
2021
Q4 | $474K | Buy |
2,992
+548
| +22% | +$86.8K | 0.02% | 148 |
|
|
2021
Q3 | $400K | Buy |
2,444
+679
| +38% | +$111K | 0.02% | 154 |
|
|
2021
Q2 | $275K | Buy |
1,765
+426
| +32% | +$66.4K | 0.01% | 176 |
|
|
2021
Q1 | $204K | Buy |
1,339
+253
| +23% | +$38.5K | 0.01% | 187 |
|
|
2020
Q4 | $138K | Buy |
1,086
+660
| +155% | +$83.9K | 0.01% | 215 |
|
|
2020
Q3 | $41K | Buy |
+426
| New | +$41K | ﹤0.01% | 317 |
|