CastleKeep Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,544
+840
| +18% | +$244K | 0.79% | 28 |
|
|
2025
Q1 | $1.15M | Sell |
4,704
-579
| -11% | -$142K | 0.59% | 65 |
|
|
2024
Q4 | $1.27M | Sell |
5,283
-480
| -8% | -$115K | 0.89% | 38 |
|
|
2024
Q3 | $1.22M | Sell |
5,763
-356
| -6% | -$75.1K | 0.83% | 37 |
|
|
2024
Q2 | $1.24M | Sell |
6,119
-20
| -0.3% | -$4.05K | 0.95% | 19 |
|
|
2024
Q1 | $1.23M | Sell |
6,139
-1,390
| -18% | -$278K | 0.89% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
+7,529
| New | +$1.28M | 0.91% | 23 |
|