Y-Intercept (HK)’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 | $916K | Buy |
3,160
+968
| +44% | +$281K | 0.02% | 977 |
|
|
2025
Q1 | $538K | Sell |
2,192
-4,271
| -66% | -$1.05M | 0.04% | 669 |
|
|
2024
Q4 | $1.55M | Sell |
6,463
-24,594
| -79% | -$5.9M | 0.1% | 275 |
|
|
2024
Q3 | $6.55M | Buy |
+31,057
| New | +$6.55M | 0.4% | 28 |
|
|
2024
Q1 | – | Sell |
-23,760
| Closed | -$4.04M | – | 1575 |
|
|
2023
Q4 | $4.04M | Buy |
23,760
+10,081
| +74% | +$1.71M | 0.38% | 33 |
|
|
2023
Q3 | $1.98M | Sell |
13,679
-6,960
| -34% | -$1.01M | 0.19% | 141 |
|
|
2023
Q2 | $3M | Buy |
+20,639
| New | +$3M | 0.32% | 53 |
|
|
2022
Q3 | – | Sell |
-30,552
| Closed | -$3.44M | – | 1122 |
|
|
2022
Q2 | $3.44M | Buy |
30,552
+22,961
| +302% | +$2.59M | 0.45% | 42 |
|
|
2022
Q1 | $1.04M | Sell |
7,591
-18,093
| -70% | -$2.47M | 0.24% | 108 |
|
|
2021
Q4 | $4.07M | Sell |
25,684
-1,169
| -4% | -$185K | 0.97% | 8 |
|
|
2021
Q3 | $4.4M | Buy |
26,853
+23,230
| +641% | +$3.8M | 0.8% | 9 |
|
|
2021
Q2 | $564K | Buy |
+3,623
| New | +$564K | 0.14% | 230 |
|