X
Xponance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
427,033
+10,498
| +3% | +$3.04M | 1.03% | 13 |
|
|
2025
Q1 | $102M | Sell |
416,535
-624
| -0.1% | -$153K | 0.99% | 15 |
|
|
2024
Q4 | $100M | Buy |
417,159
+3,608
| +0.9% | +$865K | 0.91% | 15 |
|
|
2024
Q3 | $87.2M | Sell |
413,551
-2,351
| -0.6% | -$496K | 0.84% | 16 |
|
|
2024
Q2 | $84.1M | Sell |
415,902
-32,301
| -7% | -$6.53M | 0.86% | 15 |
|
|
2024
Q1 | $89.8M | Buy |
448,203
+27,127
| +6% | +$5.43M | 0.94% | 16 |
|
|
2023
Q4 | $71.6M | Buy |
421,076
+37,990
| +10% | +$6.46M | 0.86% | 16 |
|
|
2023
Q3 | $55.6M | Buy |
383,086
+12,317
| +3% | +$1.79M | 0.76% | 19 |
|
|
2023
Q2 | $53.9M | Sell |
370,769
-19,114
| -5% | -$2.78M | 0.72% | 18 |
|
|
2023
Q1 | $50.8M | Buy |
389,883
+11,004
| +3% | +$1.43M | 0.74% | 22 |
|
|
2022
Q4 | $50.8M | Buy |
378,879
+61,946
| +20% | +$8.31M | 0.82% | 19 |
|
|
2022
Q3 | $33.1M | Buy |
316,933
+69,554
| +28% | +$7.27M | 0.64% | 24 |
|
|
2022
Q2 | $27.9M | Buy |
247,379
+10,083
| +4% | +$1.14M | 0.56% | 27 |
|
|
2022
Q1 | $32.3M | Sell |
237,296
-15,771
| -6% | -$2.15M | 0.54% | 26 |
|
|
2021
Q4 | $40.1M | Buy |
253,067
+38,808
| +18% | +$6.15M | 0.63% | 23 |
|
|
2021
Q3 | $35.1M | Sell |
214,259
-16,929
| -7% | -$2.77M | 0.67% | 18 |
|
|
2021
Q2 | $36M | Buy |
231,188
+14,584
| +7% | +$2.27M | 0.66% | 17 |
|
|
2021
Q1 | $33M | Sell |
216,604
-816
| -0.4% | -$124K | 0.7% | 21 |
|
|
2020
Q4 | $27.6M | Buy |
217,420
+5,006
| +2% | +$636K | 0.6% | 28 |
|
|
2020
Q3 | $20.4M | Buy |
212,414
+1,754
| +0.8% | +$169K | 0.5% | 36 |
|
|
2020
Q2 | $19.8M | Buy |
+210,660
| New | +$19.8M | 0.51% | 31 |
|