Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 1,263,000 | 4.64 | $200.30 | ||
| 2023 Q4 | 1,263,000 | 4.29 | Add 3.36% | 0.14 | $170.10 |
| 2023 Q3 | 1,222,000 | 3.95 | Add 2.09% | 0.08 | $145.02 |
| 2023 Q2 | 1,197,000 | 3.59 | Add 36.49% | 0.96 | $145.44 |
| 2023 Q1 | 877,000 | 2.51 | Add 39.87% | 0.72 | $130.31 |
| 2022 Q4 | 627,000 | 1.94 | $134.10 | ||
| 2022 Q3 | 627,000 | 1.56 | Add 143.97% | 0.92 | $104.50 |
| 2022 Q2 | 257,000 | 0.65 | $112.61 | ||
| 2022 Q1 | 257,000 | 0.65 | Buy | 0.65 | $136.32 |