TwinBeech 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 | $1.19M | Sell |
4,098
-51,505
| -93% | -$14.9M | 0.03% | 394 |
|
|
2025
Q1 | $13.6M | Sell |
55,603
-21,711
| -28% | -$5.33M | 0.25% | 111 |
|
|
2024
Q4 | $18.5M | Buy |
77,314
+54,892
| +245% | +$13.2M | 0.32% | 104 |
|
|
2024
Q3 | $4.73M | Sell |
22,422
-19,701
| -47% | -$4.15M | 0.09% | 261 |
|
|
2024
Q2 | $8.52M | Sell |
42,123
-59,709
| -59% | -$12.1M | 0.17% | 155 |
|
|
2024
Q1 | $20.4M | Buy |
+101,832
| New | +$20.4M | 0.42% | 66 |
|
|
2023
Q4 | – | Sell |
-4,424
| Closed | -$642K | – | 771 |
|
|
2023
Q3 | $642K | Sell |
4,424
-43,132
| -91% | -$6.25M | 0.01% | 528 |
|
|
2023
Q2 | $6.92M | Buy |
+47,556
| New | +$6.92M | 0.14% | 194 |
|
|
2022
Q4 | – | Sell |
-330,799
| Closed | -$34.6M | – | 810 |
|
|
2022
Q3 | $34.6M | Buy |
330,799
+168,916
| +104% | +$17.7M | 0.91% | 19 |
|
|
2022
Q2 | $18.2M | Buy |
161,883
+132,984
| +460% | +$15M | 0.82% | 34 |
|
|
2022
Q1 | $3.94M | Buy |
+28,899
| New | +$3.94M | 0.17% | 158 |
|