Veery 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 | $800K | Buy |
2,758
+4
| +0.1% | +$1.16K | 0.28% | 36 |
|
|
2025
Q1 | $676K | Buy |
2,754
+78
| +3% | +$19.1K | 0.26% | 38 |
|
|
2024
Q4 | $641K | Sell |
2,676
-6
| -0.2% | -$1.44K | 0.25% | 39 |
|
|
2024
Q3 | $565K | Buy |
2,682
+29
| +1% | +$6.11K | 0.21% | 46 |
|
|
2024
Q2 | $537K | Buy |
2,653
+16
| +0.6% | +$3.24K | 0.22% | 49 |
|
|
2024
Q1 | $528K | Buy |
2,637
+37
| +1% | +$7.41K | 0.22% | 51 |
|
|
2023
Q4 | $442K | Sell |
2,600
-81
| -3% | -$13.8K | 0.2% | 56 |
|
|
2023
Q3 | $389K | Buy |
2,681
+15
| +0.6% | +$2.18K | 0.19% | 59 |
|
|
2023
Q2 | $388K | Buy |
2,666
+45
| +2% | +$6.55K | 0.18% | 55 |
|
|
2023
Q1 | $342K | Buy |
2,621
+719
| +38% | +$93.7K | 0.18% | 54 |
|
|
2022
Q4 | $255K | Buy |
+1,902
| New | +$255K | 0.15% | 60 |
|
|
2022
Q2 | – | Sell |
-1,730
| Closed | -$236K | – | 80 |
|
|
2022
Q1 | $236K | Sell |
1,730
-376
| -18% | -$51.3K | 0.13% | 68 |
|
|
2021
Q4 | $334K | Sell |
2,106
-10
| -0.5% | -$1.59K | 0.18% | 59 |
|
|
2021
Q3 | $346K | Buy |
2,116
+134
| +7% | +$21.9K | 0.2% | 57 |
|
|
2021
Q2 | $308K | Sell |
1,982
-98
| -5% | -$15.2K | 0.18% | 58 |
|
|
2021
Q1 | $317K | Sell |
2,080
-794
| -28% | -$121K | 0.2% | 53 |
|
|
2020
Q4 | $365K | Buy |
+2,874
| New | +$365K | 0.25% | 50 |
|