Viewpoint Capital 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 | $1.93M | Sell |
6,660
-50
| -0.7% | -$14.5K | 0.95% | 32 |
|
|
2025
Q1 | $1.65M | Sell |
6,710
-100
| -1% | -$24.5K | 0.89% | 32 |
|
|
2024
Q4 | $1.63M | Buy |
6,810
+6
| +0.1% | +$1.44K | 0.86% | 33 |
|
|
2024
Q3 | $1.43M | Hold |
6,804
| – | – | 0.8% | 30 |
|
|
2024
Q2 | $1.38M | Hold |
6,804
| – | – | 0.84% | 29 |
|
|
2024
Q1 | $1.36M | Buy |
6,804
+312
| +5% | +$62.5K | 0.87% | 31 |
|
|
2023
Q4 | $1.1M | Buy |
6,492
+527
| +9% | +$89.6K | 0.77% | 32 |
|
|
2023
Q3 | $865K | Hold |
5,965
| – | – | 0.69% | 38 |
|
|
2023
Q2 | $868K | Hold |
5,965
| – | – | 0.67% | 40 |
|
|
2023
Q1 | $777K | Sell |
5,965
-300
| -5% | -$39.1K | 0.7% | 40 |
|
|
2022
Q4 | $840K | Sell |
6,265
-911
| -13% | -$122K | 0.81% | 35 |
|
|
2022
Q3 | $750K | Sell |
7,176
-729
| -9% | -$76.2K | 0.74% | 36 |
|
|
2022
Q2 | $890K | Sell |
7,905
-25
| -0.3% | -$2.82K | 0.83% | 33 |
|
|
2022
Q1 | $1.08M | Hold |
7,930
| – | – | 0.83% | 32 |
|
|
2021
Q4 | $1.26M | Buy |
+7,930
| New | +$1.26M | 0.91% | 29 |
|