Castleview Partners’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
Q3 | $605K | Sell |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $902K | Buy |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $688K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $18.1K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $4.84K | Buy |
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|
2021
Q2 | $929K | Buy |
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|
2018
Q1 | $650K | Buy |
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