Castleview Partners’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 | $626K | Buy |
2,158
+343
| +19% | +$99.4K | 0.4% | 57 |
|
|
2025
Q1 | $445K | Sell |
1,815
-2,597
| -59% | -$637K | 0.3% | 87 |
|
|
2024
Q4 | $1.06M | Buy |
4,412
+134
| +3% | +$32.2K | 0.57% | 40 |
|
|
2024
Q3 | $902K | Buy |
4,278
+226
| +6% | +$47.7K | 0.52% | 42 |
|
|
2024
Q2 | $820K | Sell |
4,052
-286
| -7% | -$57.8K | 0.47% | 49 |
|
|
2024
Q1 | $869K | Buy |
4,338
+218
| +5% | +$43.7K | 0.49% | 45 |
|
|
2023
Q4 | $701K | Buy |
4,120
+1,895
| +85% | +$322K | 0.49% | 39 |
|
|
2023
Q3 | $323K | Sell |
2,225
-81
| -4% | -$11.7K | 0.3% | 78 |
|
|
2023
Q2 | $335K | Sell |
2,306
-6,720
| -74% | -$977K | 0.3% | 75 |
|
|
2023
Q1 | $1.18M | Buy |
9,026
+3,893
| +76% | +$507K | 1.04% | 17 |
|
|
2022
Q4 | $688K | Sell |
5,133
-3
| -0.1% | -$402 | 0.67% | 29 |
|
|
2022
Q3 | $537K | Buy |
5,136
+4,182
| +438% | +$437K | 0.51% | 41 |
|
|
2022
Q2 | $18.1K | Sell |
954
-4,855
| -84% | -$92.1K | 0.01% | 394 |
|
|
2022
Q1 | $791K | Sell |
5,809
-760,640
| -99% | -$104M | 0.49% | 34 |
|
|
2021
Q4 | $4.84K | Buy |
+766,449
| New | +$4.84K | 0.04% | 162 |
|
|
2021
Q2 | $929K | Buy |
+5,976
| New | +$929K | 0.41% | 47 |
|
|
2018
Q1 | $650K | Buy |
+5,911
| New | +$650K | 0.54% | 48 |
|