Viewpoint Capital 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 | $2.1M | Sell |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $865K | Hold |
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|
2023
Q2 | $868K | Hold |
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|
2023
Q1 | $777K | Sell |
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|
2022
Q4 | $840K | Sell |
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|
2022
Q3 | $750K | Sell |
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|
2022
Q2 | $890K | Sell |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.26M | Buy |
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