Crescent Sterling’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 | $4.55M | Sell |
15,685
-1,690
| -10% | -$490K | 5.09% | 3 |
|
|
2025
Q1 | $4.26M | Sell |
17,375
-214
| -1% | -$52.5K | 4.37% | 4 |
|
|
2024
Q4 | $4.22M | Sell |
17,589
-701
| -4% | -$168K | 4.33% | 4 |
|
|
2024
Q3 | $3.86M | Sell |
18,290
-812
| -4% | -$171K | 3.67% | 7 |
|
|
2024
Q2 | $3.86M | Sell |
19,102
-1,240
| -6% | -$251K | 3.7% | 6 |
|
|
2024
Q1 | $4.07M | Sell |
20,342
-486
| -2% | -$97.3K | 3.71% | 5 |
|
|
2023
Q4 | $3.54M | Sell |
20,828
-172
| -0.8% | -$29.3K | 3.53% | 7 |
|
|
2023
Q3 | $3.05M | Sell |
21,000
-1,650
| -7% | -$239K | 3.22% | 10 |
|
|
2023
Q2 | $3.29M | Buy |
22,650
+392
| +2% | +$57K | 3.13% | 9 |
|
|
2023
Q1 | $2.9M | Buy |
22,258
+1,591
| +8% | +$207K | 2.82% | 13 |
|
|
2022
Q4 | $2.77M | Buy |
+20,667
| New | +$2.77M | 2.97% | 12 |
|