Capstone Wealth Management Group (Pennsylvania)’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 | $401K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $530K | Buy |
|