Fort Point Capital Partners’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 | $2.68M | Sell |
|
|||||
|
2025
Q2 | $3.66M | Buy |
|
|||||
|
2025
Q1 | $2.93M | Sell |
|
|||||
|
2024
Q4 | $2.89M | Buy |
|
|||||
|
2024
Q3 | $2.45M | Buy |
|
|||||
|
2024
Q2 | $2.22M | Sell |
|
|||||
|
2024
Q1 | $2.31M | Sell |
|
|||||
|
2023
Q4 | $1.99M | Sell |
|
|||||
|
2023
Q3 | $1.73M | Sell |
|
|||||
|
2023
Q2 | $1.74M | Buy |
|
|||||
|
2023
Q1 | $1.5M | Buy |
|
|||||
|
2022
Q4 | $1.52M | Sell |
|
|||||
|
2022
Q3 | $1.19M | Sell |
|
|||||
|
2022
Q2 | $1.28M | Sell |
|
|||||
|
2022
Q1 | $1.57M | Buy |
|
|||||
|
2021
Q4 | $1.81M | Buy |
|
|||||
|
2021
Q3 | $1.78M | Buy |
|
|||||
|
2021
Q2 | $1.39M | Buy |
|
|||||
|
2021
Q1 | $1.35M | Hold |
|
|||||
|
2020
Q4 | $1.13M | Sell |
|
|||||
|
2020
Q3 | $888K | Sell |
|
|||||
|
2020
Q2 | $886K | Sell |
|
|||||
|
2020
Q1 | $957K | Buy |
|
|||||
|
2019
Q4 | $1.22M | Buy |
|
|||||
|
2019
Q3 | $1M | Buy |
|
|||||
|
2019
Q2 | $575K | Sell |
|
|||||
|
2019
Q1 | $546K | Sell |
|
|||||
|
2018
Q4 | $876K | Sell |
|
|||||
|
2018
Q3 | $1.15M | Buy |
|
|||||
|
2018
Q2 | $892K | Sell |
|
|||||
|
2018
Q1 | $1.2M | Buy |
|
|||||
|
2017
Q4 | $855K | Buy |
|
|||||
|
2017
Q3 | $424K | Buy |
|
|||||
|
2017
Q2 | $345K | Sell |
|
|||||
|
2017
Q1 | $376K | Buy |
|
|||||
|
2016
Q4 | $341K | Sell |
|
|||||
|
2016
Q3 | $441K | Sell |
|
|||||
|
2016
Q2 | $1.58M | Buy |
|
|||||
|
2016
Q1 | $1.5M | Buy |
|
|||||
|
2015
Q4 | $489K | Buy |
|
|||||
|
2015
Q3 | $433K | Hold |
|
|||||
|
2015
Q2 | $481K | Hold |
|
|||||
|
2015
Q1 | $430K | Buy |
|
|||||
|
2014
Q4 | $401K | Buy |
|
|||||
|
2014
Q3 | $224K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $333K | Buy |
|
|||||
|
2013
Q4 | $321K | Buy |
|