Capstone Triton Financial Group’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 | $1.63M | Buy |
+5,621
| New | +$1.63M | 1.18% | 28 |
|
|
2024
Q4 | $1.32M | Buy |
5,520
+374
| +7% | +$89.7K | 0.83% | 42 |
|
|
2024
Q3 | $1.09M | Buy |
5,146
+209
| +4% | +$44.1K | 0.69% | 55 |
|
|
2024
Q2 | $999K | Buy |
4,937
+190
| +4% | +$38.4K | 0.7% | 51 |
|
|
2024
Q1 | $951K | Buy |
4,747
+2,825
| +147% | +$566K | 0.67% | 56 |
|
|
2023
Q4 | $327K | Hold |
1,922
| – | – | 0.24% | 87 |
|
|
2023
Q3 | $279K | Buy |
1,922
+18
| +0.9% | +$2.61K | 0.2% | 89 |
|
|
2023
Q2 | $277K | Buy |
1,904
+37
| +2% | +$5.38K | 0.19% | 85 |
|
|
2023
Q1 | $243K | Buy |
+1,867
| New | +$243K | 0.18% | 89 |
|
|
2021
Q4 | – | Sell |
-1,224
| Closed | -$209K | – | 105 |
|
|
2021
Q3 | $209K | Buy |
+1,224
| New | +$209K | 0.13% | 116 |
|
|
2021
Q1 | – | Sell |
-1,408
| Closed | -$179K | – | 225 |
|
|
2020
Q4 | $179K | Buy |
+1,408
| New | +$179K | 0.11% | 124 |
|