Verum Partners’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 | $1.86M | Buy |
6,430
+68
| +1% | +$19.7K | 0.43% | 44 |
|
|
2025
Q1 | $1.56M | Hold |
6,362
| – | – | 0.42% | 45 |
|
|
2024
Q4 | $1.53M | Buy |
6,362
+51
| +0.8% | +$12.2K | 0.44% | 47 |
|
|
2024
Q3 | $1.33M | Sell |
6,311
-4
| -0.1% | -$843 | 0.39% | 49 |
|
|
2024
Q2 | $1.28M | Buy |
6,315
+120
| +2% | +$24.3K | 0.41% | 47 |
|
|
2024
Q1 | $1.24M | Buy |
6,195
+243
| +4% | +$48.7K | 0.44% | 47 |
|
|
2023
Q4 | $1.01M | Buy |
5,952
+335
| +6% | +$57K | 0.4% | 52 |
|
|
2023
Q3 | $815K | Buy |
5,617
+1,577
| +39% | +$229K | 0.36% | 57 |
|
|
2023
Q2 | $588K | Buy |
+4,040
| New | +$588K | 0.53% | 42 |
|