Twin Focus 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 | $1.2M | Hold |
4,122
| – | – | 0.17% | 75 |
|
|
2025
Q1 | $1.01M | Hold |
4,122
| – | – | 0.16% | 76 |
|
|
2024
Q4 | $988K | Sell |
4,122
-330
| -7% | -$79.1K | 0.15% | 79 |
|
|
2024
Q3 | $939K | Hold |
4,452
| – | – | 0.15% | 76 |
|
|
2024
Q2 | $900K | Hold |
4,452
| – | – | 0.14% | 76 |
|
|
2024
Q1 | $892K | Buy |
4,452
+330
| +8% | +$66.1K | 0.17% | 76 |
|
|
2023
Q4 | $701K | Hold |
4,122
| – | – | 0.14% | 83 |
|
|
2023
Q3 | $598K | Sell |
4,122
-3,728
| -47% | -$541K | 0.13% | 89 |
|
|
2023
Q2 | $1.14M | Sell |
7,850
-2,280
| -23% | -$332K | 0.23% | 67 |
|
|
2023
Q1 | $1.32M | Buy |
10,130
+2,825
| +39% | +$368K | 0.26% | 60 |
|
|
2022
Q4 | $980K | Sell |
7,305
-559
| -7% | -$75K | 0.2% | 69 |
|
|
2022
Q3 | $822K | Sell |
7,864
-684
| -8% | -$71.5K | 0.2% | 69 |
|
|
2022
Q2 | $963K | Buy |
8,548
+82
| +1% | +$9.24K | 0.22% | 64 |
|
|
2022
Q1 | $1.15M | Buy |
8,466
+142
| +2% | +$19.4K | 0.22% | 62 |
|
|
2021
Q4 | $1.32M | Buy |
8,324
+1,743
| +26% | +$276K | 0.26% | 55 |
|
|
2021
Q3 | $1.08M | Buy |
6,581
+87
| +1% | +$14.2K | 0.25% | 58 |
|
|
2021
Q2 | $1.01M | Buy |
6,494
+244
| +4% | +$37.9K | 0.23% | 62 |
|
|
2021
Q1 | $951K | Buy |
6,250
+2
| +0% | +$304 | 0.27% | 57 |
|
|
2020
Q4 | $794K | Buy |
6,248
+46
| +0.7% | +$5.85K | 0.24% | 60 |
|
|
2020
Q3 | $597K | Sell |
6,202
-30
| -0.5% | -$2.89K | 0.22% | 65 |
|
|
2020
Q2 | $586K | Sell |
6,232
-1,202
| -16% | -$113K | 0.24% | 61 |
|
|
2020
Q1 | $669K | Buy |
7,434
+159
| +2% | +$14.3K | 0.31% | 56 |
|
|
2019
Q4 | $1.01M | Sell |
7,275
-717
| -9% | -$99.9K | 0.33% | 56 |
|
|
2019
Q3 | $941K | Buy |
7,992
+2,189
| +38% | +$258K | 0.37% | 53 |
|
|
2019
Q2 | $649K | Buy |
+5,803
| New | +$649K | 0.27% | 59 |
|
|
2016
Q3 | – | Sell |
-3,639
| Closed | -$226K | – | 93 |
|
|
2016
Q2 | $226K | Sell |
3,639
-724
| -17% | -$45K | 0.18% | 67 |
|
|
2016
Q1 | $258K | Sell |
4,363
-785
| -15% | -$46.4K | 0.24% | 57 |
|
|
2015
Q4 | $340K | Buy |
+5,148
| New | +$340K | 0.34% | 57 |
|
|
2014
Q4 | – | Sell |
-3,661
| Closed | -$221K | – | 121 |
|
|
2014
Q3 | $221K | Buy |
+3,661
| New | +$221K | 0.22% | 84 |
|