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