Unconventional Investor’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
$273K Sell
940
-56
-6% -$16.2K 0.15% 35
2025
Q1
$244K Hold
996
0.14% 30
2024
Q4
$239K Hold
996
0.14% 33
2024
Q3
$210K Buy
+996
New +$210K 0.13% 33