TradeLink 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 | $348K | Buy |
+1,200
| New | +$348K | 1.23% | 25 |
|
2024
Q3 | – | Sell |
-3,700
| Closed | -$748K | – | 42 |
|
2024
Q2 | $748K | Buy |
+3,700
| New | +$748K | 2.16% | 8 |
|
2020
Q3 | – | Sell |
-10,080
| Closed | -$948K | – | 33 |
|
2020
Q2 | $948K | Buy |
+10,080
| New | +$948K | 3.94% | 4 |
|
2018
Q3 | – | Sell |
-6,900
| Closed | -$179K | – | 32 |
|
2018
Q2 | $179K | Buy |
+6,900
| New | +$179K | 0.86% | 25 |
|
2016
Q4 | – | Sell |
-5,184
| Closed | -$345K | – | 43 |
|
2016
Q3 | $345K | Buy |
+5,184
| New | +$345K | 0.85% | 12 |
|
2015
Q3 | – | Sell |
-8,101
| Closed | -$549K | – | 131 |
|
2015
Q2 | $549K | Buy |
+8,101
| New | +$549K | 0.82% | 22 |
|
2013
Q3 | – | Sell |
-5,600
| Closed | -$296K | – | 318 |
|
2013
Q2 | $296K | Buy |
+5,600
| New | +$296K | 0.09% | 198 |
|