Walter Public Investments’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 | $7.12M | Sell |
24,547
-33,777
| -58% | -$9.79M | 1.21% | 29 |
|
|
2025
Q1 | $14.3M | Buy |
+58,324
| New | +$14.3M | 2.67% | 19 |
|
|
2023
Q2 | – | Sell |
-53,640
| Closed | -$6.99M | – | 48 |
|
|
2023
Q1 | $6.99M | Sell |
53,640
-36,810
| -41% | -$4.8M | 2.11% | 23 |
|
|
2022
Q4 | $12.1M | Buy |
90,450
+9,648
| +12% | +$1.29M | 4.03% | 13 |
|
|
2022
Q3 | $8.44M | Buy |
80,802
+594
| +0.7% | +$62.1K | 2.96% | 21 |
|
|
2022
Q2 | $9.13M | Buy |
80,208
+1,279
| +2% | +$146K | 3.28% | 17 |
|
|
2022
Q1 | $9.77M | Buy |
+78,929
| New | +$9.77M | 3.3% | 15 |
|