Capstone Wealth Management Group (Pennsylvania)’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 | $401K | Buy |
1,382
+307
| +29% | +$89K | 0.38% | 39 |
|
|
2025
Q1 | $264K | Buy |
1,075
+3
| +0.3% | +$736 | 0.15% | 61 |
|
|
2024
Q4 | $257K | Buy |
1,072
+2
| +0.2% | +$480 | 0.14% | 69 |
|
|
2024
Q3 | $226K | Buy |
1,070
+2
| +0.2% | +$422 | 0.13% | 68 |
|
|
2024
Q2 | $216K | Buy |
1,068
+3
| +0.3% | +$607 | 0.14% | 67 |
|
|
2024
Q1 | $213K | Buy |
+1,065
| New | +$213K | 0.15% | 68 |
|
|
2023
Q1 | – | Sell |
-2,198
| Closed | -$295K | – | 59 |
|
|
2022
Q4 | $295K | Sell |
2,198
-1,055
| -32% | -$141K | 0.32% | 51 |
|
|
2022
Q3 | $340K | Sell |
3,253
-897
| -22% | -$93.8K | 0.44% | 44 |
|
|
2022
Q2 | $467K | Buy |
4,150
+147
| +4% | +$16.5K | 0.56% | 37 |
|
|
2022
Q1 | $546K | Buy |
4,003
+658
| +20% | +$89.8K | 0.55% | 38 |
|
|
2021
Q4 | $530K | Buy |
+3,345
| New | +$530K | 0.43% | 47 |
|