Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 2,950 | 0.11 | Reduce 12.12% | 0.02 | $210.85 |
| 2024 Q2 | 3,357 | 0.11 | Reduce 13.19% | 0.02 | $202.26 |
| 2024 Q1 | 3,867 | 0.11 | Reduce 33.03% | 0.05 | $200.41 |
| 2023 Q4 | 5,774 | 0.15 | Reduce 0.02% | 0.00 | $170.07 |
| 2023 Q3 | 5,775 | 0.13 | Add 52.98% | 0.05 | $144.94 |
| 2023 Q2 | 3,775 | 0.08 | $145.43 | ||
| 2023 Q1 | 3,775 | 0.07 | Add 36.04% | 0.02 | $130.33 |
| 2022 Q4 | 2,775 | 0.05 | $134.05 | ||
| 2022 Q3 | 2,775 | 0.05 | Reduce 1.77% | 0.00 | $104.50 |
| 2022 Q2 | 2,825 | 0.04 | Reduce 10.32% | 0.00 | $112.57 |
| 2022 Q1 | 3,150 | 0.05 | $136.19 | ||
| 2021 Q4 | 3,150 | 0.07 | Reduce 10.64% | 0.01 | $158.41 |
| 2021 Q3 | 3,525 | 0.08 | $163.69 | ||
| 2021 Q2 | 3,525 | 0.08 | Add 74.07% | 0.03 | $155.46 |
| 2021 Q1 | 2,025 | 0.05 | $152.10 | ||
| 2020 Q4 | 2,025 | 0.04 | Reduce 43.45% | 0.03 | $126.91 |
| 2020 Q3 | 3,581 | 0.07 | Reduce 7.90% | 0.01 | $96.34 |
| 2020 Q2 | 3,888 | 0.06 | Reduce 1.19% | 0.00 | $94.14 |
| 2020 Q1 | 3,935 | 0.06 | Buy | 0.06 | $89.96 |