Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 5,000 | 0.01 | Reduce 33.33% | 0.01 | $210.80 |
| 2024 Q2 | 7,500 | 0.02 | Reduce 99.84% | 12.32 | $202.27 |
| 2024 Q1 | 4,626,384 | 8.53 | Reduce 2.06% | 0.18 | $200.30 |
| 2023 Q4 | 4,723,504 | 8.57 | Add 0.10% | 0.01 | $170.10 |
| 2023 Q3 | 4,719,004 | 8.87 | Reduce 1.83% | 0.17 | $145.02 |
| 2023 Q2 | 4,806,904 | 9.28 | Add 1.44% | 0.13 | $145.44 |
| 2023 Q1 | 4,738,784 | 9.58 | Reduce 1.19% | 0.12 | $130.31 |
| 2022 Q4 | 4,795,784 | 11.42 | Reduce 0.52% | 0.06 | $134.10 |
| 2022 Q3 | 4,820,984 | 10.60 | Add 6.33% | 0.63 | $104.50 |
| 2022 Q2 | 4,533,856 | 11.02 | Add 600.74% | 9.45 | $112.61 |
| 2022 Q1 | 647,011 | 2.34 | Add 12840.22% | 2.32 | $136.32 |
| 2021 Q4 | 5,000 | 0.02 | $158.40 | ||
| 2021 Q3 | 5,000 | 0.03 | $163.60 | ||
| 2021 Q2 | 5,000 | 0.02 | $155.60 | ||
| 2021 Q1 | 5,000 | 0.02 | $152.20 | ||
| 2020 Q4 | 5,000 | 0.01 | $127.00 | ||
| 2020 Q3 | 5,000 | 0.01 | Reduce 97.81% | 0.45 | $96.20 |
| 2020 Q2 | 228,725 | 0.48 | Reduce 50.82% | 0.50 | $94.06 |
| 2020 Q1 | 465,100 | 1.56 | Add 9202.00% | 1.54 | $90.03 |
| 2019 Q4 | 5,000 | 0.02 | Reduce 99.76% | 8.28 | $139.40 |
| 2019 Q3 | 2,074,113 | 4.94 | Reduce 57.70% | 6.74 | $117.69 |
| 2019 Q2 | 4,903,076 | 9.57 | Reduce 1.36% | 0.13 | $111.80 |
| 2019 Q1 | 4,970,573 | 8.94 | $101.23 |