Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 3,696,535 | 2.84 | Add 22.82% | 0.53 | $210.86 |
| 2024 Q2 | 3,009,822 | 2.34 | Buy | 2.34 | $202.26 |
| 2022 Q2 | 0 | 0 | Sell 100.00% | 0.07 | |
| 2022 Q1 | 119,706 | 0.07 | Buy | 0.07 | $136.32 |
| 2021 Q2 | 0 | 0 | Sell 100.00% | 0.40 | |
| 2021 Q1 | 874,417 | 0.40 | Reduce 89.66% | 3.47 | $152.23 |
| 2020 Q4 | 8,459,075 | 2.96 | Reduce 10.50% | 0.35 | $127.07 |
| 2020 Q3 | 9,450,975 | 3.29 | Add 47.41% | 1.06 | $96.27 |
| 2020 Q2 | 6,411,486 | 2.61 | Add 56.94% | 0.95 | $94.06 |
| 2020 Q1 | 4,085,317 | 1.91 | Buy | 1.91 | $90.03 |