Capstone 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 | $311K | Hold |
1,073
| – | – | 0.23% | 15 |
|
|
2025
Q1 | $263K | Sell |
1,073
-125
| -10% | -$30.7K | 0.21% | 17 |
|
|
2024
Q4 | $287K | Sell |
1,198
-2
| -0.2% | -$479 | 0.23% | 18 |
|
|
2024
Q3 | $253K | Sell |
1,200
-5
| -0.4% | -$1.05K | 0.21% | 20 |
|
|
2024
Q2 | $244K | Buy |
1,205
+125
| +12% | +$25.3K | 0.22% | 18 |
|
|
2024
Q1 | $216K | Buy |
+1,080
| New | +$216K | 0.19% | 19 |
|