Y.D. More 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 | $2.58M | Sell |
8,912
-1,300
| -13% | -$376K | 0.18% | 71 |
|
|
2025
Q1 | $2.5M | Buy |
10,212
+612
| +6% | +$150K | 0.22% | 63 |
|
|
2024
Q4 | $2.3M | Buy |
9,600
+1,926
| +25% | +$461K | 0.21% | 67 |
|
|
2024
Q3 | $1.62M | Sell |
7,674
-5,493
| -42% | -$1.16M | 0.17% | 89 |
|
|
2024
Q2 | $2.66M | Sell |
13,167
-250
| -2% | -$50.6K | 0.27% | 58 |
|
|
2024
Q1 | $2.69M | Sell |
13,417
-864
| -6% | -$173K | 0.48% | 53 |
|
|
2023
Q4 | $2.43M | Sell |
14,281
-62
| -0.4% | -$10.5K | 0.47% | 50 |
|
|
2023
Q3 | $2.08M | Sell |
14,343
-190
| -1% | -$27.6K | 0.4% | 49 |
|
|
2023
Q2 | $2.11M | Buy |
14,533
+12,008
| +476% | +$1.75M | 0.49% | 37 |
|
|
2023
Q1 | $329K | Buy |
2,525
+490
| +24% | +$63.8K | 0.07% | 109 |
|
|
2022
Q4 | $271K | Buy |
+2,035
| New | +$271K | 0.07% | 141 |
|