Firestone Capital Management’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 | $1.01M | Sell |
3,481
-18
| -0.5% | -$5.22K | 0.24% | 56 |
|
|
2025
Q1 | $858K | Sell |
3,499
-1,960
| -36% | -$481K | 0.23% | 58 |
|
|
2024
Q4 | $1.31M | Sell |
5,459
-27
| -0.5% | -$6.47K | 0.33% | 49 |
|
|
2024
Q3 | $1.16M | Sell |
5,486
-23
| -0.4% | -$4.85K | 0.29% | 50 |
|
|
2024
Q2 | $1.11M | Buy |
5,509
+1
| +0% | +$202 | 0.3% | 48 |
|
|
2024
Q1 | $1.1M | Buy |
5,508
+27
| +0.5% | +$5.41K | 0.31% | 48 |
|
|
2023
Q4 | $932K | Sell |
5,481
-123
| -2% | -$20.9K | 0.29% | 51 |
|
|
2023
Q3 | $813K | Hold |
5,604
| – | – | 0.28% | 53 |
|
|
2023
Q2 | $860K | Buy |
5,604
+141
| +3% | +$21.6K | 0.28% | 53 |
|
|
2023
Q1 | $712K | Buy |
5,463
+2,000
| +58% | +$261K | 0.26% | 51 |
|
|
2022
Q4 | $464K | Sell |
3,463
-99
| -3% | -$13.3K | 0.17% | 68 |
|
|
2022
Q3 | $372K | Hold |
3,562
| – | – | 0.15% | 74 |
|
|
2022
Q2 | $401K | Buy |
3,562
+47
| +1% | +$5.29K | 0.16% | 69 |
|
|
2022
Q1 | $479K | Hold |
3,515
| – | – | 0.16% | 68 |
|
|
2021
Q4 | $557K | Sell |
3,515
-72
| -2% | -$11.4K | 0.18% | 63 |
|
|
2021
Q3 | $558K | Hold |
3,587
| – | – | 0.18% | 59 |
|
|
2021
Q2 | $558K | Buy |
3,587
+1
| +0% | +$156 | 0.2% | 59 |
|
|
2021
Q1 | $546K | Sell |
3,586
-466
| -12% | -$71K | 0.19% | 61 |
|
|
2020
Q4 | $515K | Buy |
4,052
+200
| +5% | +$25.4K | 0.2% | 62 |
|
|
2020
Q3 | $371K | Sell |
3,852
-100
| -3% | -$9.63K | 0.17% | 64 |
|
|
2020
Q2 | $372K | Buy |
3,952
+252
| +7% | +$23.7K | 0.17% | 64 |
|
|
2020
Q1 | $333K | Buy |
3,700
+128
| +4% | +$11.5K | 0.17% | 63 |
|
|
2019
Q4 | $498K | Buy |
+3,572
| New | +$498K | 0.21% | 57 |
|