XY Capital’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 | – | Sell |
-804
| Closed | -$197K | – | 73 |
|
|
2025
Q1 | $197K | Buy |
804
+276
| +52% | +$67.7K | 0.06% | 52 |
|
|
2024
Q4 | $127K | Buy |
+528
| New | +$127K | 0.06% | 53 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 60 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 42 |
|
|
2024
Q1 | – | Sell |
-1,628
| Closed | -$277K | – | 47 |
|
|
2023
Q4 | $277K | Buy |
+1,628
| New | +$277K | 0.16% | 21 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 71 |
|
|
2023
Q2 | – | Sell |
-7,200
| Closed | -$938K | – | 62 |
|
|
2023
Q1 | $938K | Buy |
+7,200
| New | +$938K | 0.37% | 23 |
|