Twin Lakes Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.96M | Sell |
13,476
-426
| -3% | -$129K | 1.8% | 17 |
|
|
2025
Q4 | $4.48M | Sell |
13,902
-40
| -0.3% | -$12.4K | 1.99% | 14 |
|
|
2025
Q3 | $4.4M | Buy |
13,942
+34
| +0.2% | +$10.1K | 2.03% | 13 |
|
|
2025
Q2 | $4.03M | Sell |
13,908
-61
| -0.4% | -$15.6K | 2.45% | 13 |
|
|
2025
Q1 | $3.43M | Buy |
13,969
+37
| +0.3% | +$9.43K | 2.31% | 15 |
|
|
2024
Q4 | $3.34M | Buy |
13,932
+40
| +0.3% | +$9.32K | 2.14% | 18 |
|
|
2024
Q3 | $2.93M | Sell |
13,892
-173
| -1% | -$36.4K | 1.89% | 19 |
|
|
2024
Q2 | $2.84M | Buy |
14,065
+9
| +0.1% | +$1.76K | 1.94% | 19 |
|
|
2024
Q1 | $2.82M | Buy |
14,056
+48
| +0.3% | +$8.66K | 1.9% | 19 |
|
|
2023
Q4 | $2.38M | Buy |
14,008
+59
| +0.4% | +$8.94K | 1.63% | 22 |
|
|
2023
Q3 | $2.02M | Buy |
13,949
+57
| +0.4% | +$8.54K | 1.49% | 23 |
|
|
2023
Q2 | $2.02M | Buy |
13,892
+59
| +0.4% | +$8.12K | 1.43% | 23 |
|
|
2023
Q1 | $1.8M | Buy |
13,833
+47
| +0.3% | +$6.44K | 1.34% | 23 |
|
|
2022
Q4 | $1.85M | Buy |
13,786
+71
| +0.5% | +$9K | 1.42% | 23 |
|
|
2022
Q3 | $1.43M | Buy |
13,715
+83
| +0.6% | +$9.53K | 1.16% | 24 |
|
|
2022
Q2 | $1.53M | Sell |
13,632
-329
| -2% | -$40.8K | 1.11% | 27 |
|
|
2022
Q1 | $1.9M | Sell |
13,961
-2,847
| -17% | -$420K | 1.07% | 28 |
|
|
2021
Q4 | $2.66M | Buy |
16,808
+45
| +0.3% | +$7.39K | 1.42% | 24 |
|
|
2021
Q3 | $2.74M | Buy |
16,763
+1,160
| +7% | +$182K | 1.61% | 19 |
|
|
2021
Q2 | $2.43M | Sell |
15,603
-182
| -1% | -$28.6K | 1.35% | 25 |
|
|
2021
Q1 | $2.4M | Sell |
15,785
-47
| -0.3% | -$6.76K | 1.48% | 23 |
|
|
2020
Q4 | $2.01M | Buy |
+15,832
| New | +$1.77M | 1.44% | 24 |
|
Other funds holding JPM
VCM
VPM
