VELA Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $383K | Sell |
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|
2025
Q2 | $446K | Hold |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $202K | Buy |
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