Belmont Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Hold |
11,704
| – | – | 0.52% | 18 |
|
|
2025
Q1 | $2.87M | Sell |
11,704
-16
| -0.1% | -$3.93K | 0.52% | 20 |
|
|
2024
Q4 | $2.81M | Sell |
11,720
-18
| -0.2% | -$4.32K | 0.46% | 23 |
|
|
2024
Q3 | $2.48M | Sell |
11,738
-5,198
| -31% | -$1.1M | 0.41% | 22 |
|
|
2024
Q2 | $3.43M | Buy |
16,936
+9,257
| +121% | +$1.87M | 0.64% | 17 |
|
|
2024
Q1 | $1.54M | Hold |
7,679
| – | – | 0.42% | 25 |
|
|
2023
Q4 | $1.31M | Hold |
7,679
| – | – | 0.56% | 25 |
|
|
2023
Q3 | $1.11M | Buy |
7,679
+2,249
| +41% | +$326K | 0.6% | 23 |
|
|
2023
Q2 | $790K | Buy |
5,430
+226
| +4% | +$32.9K | 0.44% | 28 |
|
|
2023
Q1 | $678K | Hold |
5,204
| – | – | 0.56% | 17 |
|
|
2022
Q4 | $698K | Hold |
5,204
| – | – | 0.75% | 17 |
|
|
2022
Q3 | $544K | Buy |
+5,204
| New | +$544K | 0.64% | 15 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$6K | – | 64 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 58 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 47 |
|
|
2020
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 49 |
|
|
2020
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 49 |
|
|
2019
Q4 | $7K | Buy |
+50
| New | +$7K | 0.01% | 43 |
|