Brookstone Capital Management’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 | $30.2M | Buy |
104,044
+5,850
| +6% | +$1.7M | 0.4% | 58 |
|
|
2025
Q1 | $24.1M | Buy |
98,194
+12,837
| +15% | +$3.15M | 0.35% | 70 |
|
|
2024
Q4 | $20.5M | Sell |
85,357
-3,943
| -4% | -$945K | 0.3% | 86 |
|
|
2024
Q3 | $18.8M | Buy |
89,300
+3,652
| +4% | +$770K | 0.28% | 87 |
|
|
2024
Q2 | $18.6M | Buy |
85,648
+2,759
| +3% | +$598K | 0.31% | 75 |
|
|
2024
Q1 | $16.6M | Sell |
82,889
-68,050
| -45% | -$13.6M | 0.3% | 83 |
|
|
2023
Q4 | $25.7M | Sell |
150,939
-4,572
| -3% | -$778K | 0.5% | 52 |
|
|
2023
Q3 | $22.6M | Buy |
155,511
+574
| +0.4% | +$83.4K | 0.5% | 50 |
|
|
2023
Q2 | $22.4M | Sell |
154,937
-17,811
| -10% | -$2.57M | 0.45% | 58 |
|
|
2023
Q1 | $24.2M | Buy |
172,748
+6,870
| +4% | +$961K | 0.47% | 61 |
|
|
2022
Q4 | $22.9M | Buy |
165,878
+12,997
| +9% | +$1.79M | 0.46% | 60 |
|
|
2022
Q3 | $15.8M | Buy |
152,881
+890
| +0.6% | +$92.2K | 0.37% | 74 |
|
|
2022
Q2 | $17.4M | Buy |
151,991
+69,656
| +85% | +$7.97M | 0.38% | 68 |
|
|
2022
Q1 | $11M | Sell |
82,335
-8,771
| -10% | -$1.17M | 0.21% | 102 |
|
|
2021
Q4 | $15.2M | Buy |
91,106
+18,513
| +26% | +$3.09M | 0.26% | 83 |
|
|
2021
Q3 | $11.7M | Sell |
72,593
-911
| -1% | -$147K | 0.21% | 95 |
|
|
2021
Q2 | $11.4M | Buy |
73,504
+36,585
| +99% | +$5.69M | 0.21% | 98 |
|
|
2021
Q1 | $5.62M | Sell |
36,919
-19,147
| -34% | -$2.91M | 0.22% | 93 |
|
|
2020
Q4 | $7.12M | Buy |
56,066
+4,221
| +8% | +$536K | 0.28% | 70 |
|
|
2020
Q3 | $4.99M | Buy |
51,845
+8,952
| +21% | +$862K | 0.23% | 66 |
|
|
2020
Q2 | $4.04M | Buy |
42,893
+24,071
| +128% | +$2.26M | 0.25% | 60 |
|
|
2020
Q1 | $1.7M | Sell |
18,822
-23,566
| -56% | -$2.12M | 0.1% | 125 |
|
|
2019
Q4 | $5.91M | Buy |
42,388
+9,943
| +31% | +$1.39M | 0.3% | 53 |
|
|
2019
Q3 | $3.82M | Buy |
32,445
+7,496
| +30% | +$882K | 0.21% | 80 |
|
|
2019
Q2 | $2.79M | Buy |
24,949
+3,954
| +19% | +$442K | 0.16% | 95 |
|
|
2019
Q1 | $2.13M | Buy |
20,995
+13,645
| +186% | +$1.38M | 0.14% | 104 |
|
|
2018
Q4 | $717K | Sell |
7,350
-425
| -5% | -$41.5K | 0.05% | 151 |
|
|
2018
Q3 | $877K | Buy |
7,775
+967
| +14% | +$109K | 0.07% | 190 |
|
|
2018
Q2 | $709K | Buy |
6,808
+348
| +5% | +$36.2K | 0.06% | 165 |
|
|
2018
Q1 | $710K | Buy |
6,460
+11
| +0.2% | +$1.21K | 0.06% | 154 |
|
|
2017
Q4 | $690K | Buy |
6,449
+280
| +5% | +$30K | 0.06% | 165 |
|
|
2017
Q3 | $589K | Buy |
6,169
+477
| +8% | +$45.5K | 0.05% | 176 |
|
|
2017
Q2 | $520K | Buy |
5,692
+289
| +5% | +$26.4K | 0.05% | 179 |
|
|
2017
Q1 | $475K | Sell |
5,403
-360
| -6% | -$31.6K | 0.05% | 177 |
|
|
2016
Q4 | $497K | Buy |
5,763
+411
| +8% | +$35.4K | 0.05% | 164 |
|
|
2016
Q3 | $357K | Buy |
5,352
+69
| +1% | +$4.6K | 0.04% | 186 |
|
|
2016
Q2 | $328K | Sell |
5,283
-330
| -6% | -$20.5K | 0.04% | 190 |
|
|
2016
Q1 | $332K | Buy |
5,613
+15
| +0.3% | +$887 | 0.05% | 180 |
|
|
2015
Q4 | $370K | Buy |
5,598
+159
| +3% | +$10.5K | 0.07% | 100 |
|
|
2015
Q3 | $332K | Sell |
5,439
-51,376
| -90% | -$3.14M | 0.06% | 107 |
|
|
2015
Q2 | $3.85M | Buy |
56,815
+9,757
| +21% | +$661K | 0.48% | 26 |
|
|
2015
Q1 | $2.85M | Buy |
47,058
+16,608
| +55% | +$1.01M | 0.43% | 32 |
|
|
2014
Q4 | $1.91M | Buy |
30,450
+26,142
| +607% | +$1.64M | 0.32% | 36 |
|
|
2014
Q3 | $260K | Buy |
4,308
+112
| +3% | +$6.76K | 0.05% | 132 |
|
|
2014
Q2 | $242K | Sell |
4,196
-41
| -1% | -$2.37K | 0.05% | 104 |
|
|
2014
Q1 | $257K | Buy |
4,237
+580
| +16% | +$35.2K | 0.07% | 92 |
|
|
2013
Q4 | $214K | Buy |
+3,657
| New | +$214K | 0.06% | 108 |
|