Belmont Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Hold |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.48M | Sell |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.31M | Hold |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $678K | Hold |
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|
2022
Q4 | $698K | Hold |
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|
2022
Q3 | $544K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Buy |
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