VELA Investment Management’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 | $446K | Hold |
1,537
| – | – | 0.12% | 118 |
|
|
2025
Q1 | $377K | Hold |
1,537
| – | – | 0.12% | 119 |
|
|
2024
Q4 | $368K | Sell |
1,537
-138
| -8% | -$33.1K | 0.1% | 119 |
|
|
2024
Q3 | $353K | Hold |
1,675
| – | – | 0.11% | 125 |
|
|
2024
Q2 | $339K | Sell |
1,675
-1,000
| -37% | -$202K | 0.11% | 123 |
|
|
2024
Q1 | $536K | Sell |
2,675
-1,000
| -27% | -$200K | 0.18% | 113 |
|
|
2023
Q4 | $625K | Sell |
3,675
-518
| -12% | -$88.1K | 0.24% | 108 |
|
|
2023
Q3 | $608K | Hold |
4,193
| – | – | 0.27% | 99 |
|
|
2023
Q2 | $610K | Hold |
4,193
| – | – | 0.28% | 102 |
|
|
2023
Q1 | $546K | Buy |
4,193
+881
| +27% | +$115K | 0.25% | 107 |
|
|
2022
Q4 | $444K | Hold |
3,312
| – | – | 0.22% | 114 |
|
|
2022
Q3 | $346K | Buy |
3,312
+1,514
| +84% | +$158K | 0.2% | 117 |
|
|
2022
Q2 | $202K | Buy |
+1,798
| New | +$202K | 0.12% | 136 |
|