Flagstone Financial 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 | $1.1M | Hold |
3,781
| – | – | 0.31% | 23 |
|
|
2025
Q1 | $928K | Hold |
3,781
| – | – | 0.3% | 23 |
|
|
2024
Q4 | $906K | Sell |
3,781
-275
| -7% | -$65.9K | 0.3% | 21 |
|
|
2024
Q3 | $855K | Buy |
4,056
+951
| +31% | +$201K | 0.29% | 24 |
|
|
2024
Q2 | $628K | Hold |
3,105
| – | – | 0.23% | 27 |
|
|
2024
Q1 | $622K | Sell |
3,105
-173
| -5% | -$34.7K | 0.24% | 27 |
|
|
2023
Q4 | $558K | Hold |
3,278
| – | – | 0.23% | 27 |
|
|
2023
Q3 | $475K | Sell |
3,278
-1,680
| -34% | -$244K | 0.22% | 25 |
|
|
2023
Q2 | $721K | Buy |
4,958
+206
| +4% | +$30K | 0.34% | 24 |
|
|
2023
Q1 | $619K | Hold |
4,752
| – | – | 0.31% | 24 |
|
|
2022
Q4 | $637K | Buy |
+4,752
| New | +$637K | 0.39% | 23 |
|