Cross Staff Investments’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 | $1.5M | Buy |
5,179
+1
| +0% | +$290 | 1.12% | 24 |
|
|
2025
Q1 | $1.27M | Sell |
5,178
-39
| -0.7% | -$9.57K | 0.96% | 28 |
|
|
2024
Q4 | $1.25M | Sell |
5,217
-254
| -5% | -$60.9K | 0.87% | 29 |
|
|
2024
Q3 | $1.15M | Buy |
5,471
+33
| +0.6% | +$6.96K | 0.89% | 35 |
|
|
2024
Q2 | $1.1M | Buy |
5,438
+1
| +0% | +$202 | 0.92% | 31 |
|
|
2024
Q1 | $1.09M | Hold |
5,437
| – | – | 0.92% | 32 |
|
|
2023
Q4 | $925K | Buy |
5,437
+1
| +0% | +$170 | 0.82% | 36 |
|
|
2023
Q3 | $788K | Sell |
5,436
-442
| -8% | -$64.1K | 0.77% | 37 |
|
|
2023
Q2 | $855K | Buy |
5,878
+1
| +0% | +$145 | 0.78% | 35 |
|
|
2023
Q1 | $766K | Buy |
5,877
+1
| +0% | +$130 | 0.76% | 37 |
|
|
2022
Q4 | $788K | Buy |
5,876
+1
| +0% | +$134 | 0.83% | 35 |
|
|
2022
Q3 | $614K | Buy |
5,875
+1
| +0% | +$105 | 0.69% | 41 |
|
|
2022
Q2 | $662K | Hold |
5,874
| – | – | 0.73% | 40 |
|
|
2022
Q1 | $801K | Buy |
5,874
+1
| +0% | +$136 | 0.74% | 36 |
|
|
2021
Q4 | $930K | Buy |
+5,873
| New | +$930K | 0.83% | 30 |
|