Flagstone Financial Management’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 | $1.19M | Hold |
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|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $928K | Hold |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $628K | Hold |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $619K | Hold |
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|
2022
Q4 | $637K | Buy |
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