Fort Point Capital Partners’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 | $3.66M | Buy |
12,609
+666
| +6% | +$193K | 0.26% | 52 |
|
|
2025
Q1 | $2.93M | Sell |
11,943
-98
| -0.8% | -$24K | 0.32% | 58 |
|
|
2024
Q4 | $2.89M | Buy |
12,041
+444
| +4% | +$106K | 0.31% | 62 |
|
|
2024
Q3 | $2.45M | Buy |
11,597
+625
| +6% | +$132K | 0.3% | 55 |
|
|
2024
Q2 | $2.22M | Sell |
10,972
-564
| -5% | -$114K | 0.28% | 58 |
|
|
2024
Q1 | $2.31M | Sell |
11,536
-178
| -2% | -$35.7K | 0.31% | 55 |
|
|
2023
Q4 | $1.99M | Sell |
11,714
-225
| -2% | -$38.3K | 0.28% | 57 |
|
|
2023
Q3 | $1.73M | Sell |
11,939
-22
| -0.2% | -$3.19K | 0.26% | 56 |
|
|
2023
Q2 | $1.74M | Buy |
11,961
+480
| +4% | +$69.8K | 0.25% | 57 |
|
|
2023
Q1 | $1.5M | Buy |
11,481
+133
| +1% | +$17.3K | 0.23% | 74 |
|
|
2022
Q4 | $1.52M | Sell |
11,348
-10
| -0.1% | -$1.34K | 0.24% | 68 |
|
|
2022
Q3 | $1.19M | Sell |
11,358
-29
| -0.3% | -$3.03K | 0.2% | 80 |
|
|
2022
Q2 | $1.28M | Sell |
11,387
-162
| -1% | -$18.2K | 0.21% | 71 |
|
|
2022
Q1 | $1.57M | Buy |
11,549
+132
| +1% | +$18K | 0.22% | 73 |
|
|
2021
Q4 | $1.81M | Buy |
11,417
+550
| +5% | +$87.1K | 0.24% | 60 |
|
|
2021
Q3 | $1.78M | Buy |
10,867
+1,950
| +22% | +$319K | 0.27% | 53 |
|
|
2021
Q2 | $1.39M | Buy |
8,917
+32
| +0.4% | +$4.98K | 0.25% | 53 |
|
|
2021
Q1 | $1.35M | Hold |
8,885
| – | – | 0.29% | 47 |
|
|
2020
Q4 | $1.13M | Sell |
8,885
-342
| -4% | -$43.5K | 0.26% | 52 |
|
|
2020
Q3 | $888K | Sell |
9,227
-195
| -2% | -$18.8K | 0.22% | 58 |
|
|
2020
Q2 | $886K | Sell |
9,422
-1,206
| -11% | -$113K | 0.28% | 49 |
|
|
2020
Q1 | $957K | Buy |
10,628
+1,914
| +22% | +$172K | 0.41% | 35 |
|
|
2019
Q4 | $1.22M | Buy |
8,714
+172
| +2% | +$24K | 0.44% | 33 |
|
|
2019
Q3 | $1.01M | Buy |
8,542
+3,402
| +66% | +$400K | 0.38% | 39 |
|
|
2019
Q2 | $575K | Sell |
5,140
-250
| -5% | -$28K | 0.23% | 49 |
|
|
2019
Q1 | $546K | Sell |
5,390
-3,588
| -40% | -$363K | 0.24% | 48 |
|
|
2018
Q4 | $876K | Sell |
8,978
-1,181
| -12% | -$115K | 0.35% | 45 |
|
|
2018
Q3 | $1.15M | Buy |
10,159
+1,595
| +19% | +$180K | 0.35% | 40 |
|
|
2018
Q2 | $892K | Sell |
8,564
-2,312
| -21% | -$241K | 0.3% | 43 |
|
|
2018
Q1 | $1.2M | Buy |
10,876
+2,880
| +36% | +$317K | 0.44% | 41 |
|
|
2017
Q4 | $855K | Buy |
7,996
+3,560
| +80% | +$381K | 0.4% | 42 |
|
|
2017
Q3 | $424K | Buy |
4,436
+661
| +18% | +$63.2K | 0.2% | 81 |
|
|
2017
Q2 | $345K | Sell |
3,775
-500
| -12% | -$45.7K | 0.19% | 69 |
|
|
2017
Q1 | $376K | Buy |
4,275
+199
| +5% | +$17.5K | 0.19% | 66 |
|
|
2016
Q4 | $341K | Sell |
4,076
-2,547
| -38% | -$213K | 0.19% | 70 |
|
|
2016
Q3 | $441K | Sell |
6,623
-18,853
| -74% | -$1.26M | 0.2% | 79 |
|
|
2016
Q2 | $1.58M | Buy |
25,476
+101
| +0.4% | +$6.28K | 0.77% | 28 |
|
|
2016
Q1 | $1.5M | Buy |
25,375
+17,970
| +243% | +$1.06M | 0.76% | 32 |
|
|
2015
Q4 | $489K | Buy |
7,405
+300
| +4% | +$19.8K | 0.25% | 61 |
|
|
2015
Q3 | $433K | Hold |
7,105
| – | – | 0.27% | 52 |
|
|
2015
Q2 | $481K | Hold |
7,105
| – | – | 0.3% | 42 |
|
|
2015
Q1 | $430K | Buy |
7,105
+700
| +11% | +$42.4K | 0.28% | 37 |
|
|
2014
Q4 | $401K | Buy |
6,405
+2,690
| +72% | +$168K | 0.3% | 37 |
|
|
2014
Q3 | $224K | Buy |
+3,715
| New | +$224K | 0.17% | 53 |
|
|
2014
Q2 | – | Sell |
-5,534
| Closed | -$333K | – | 43 |
|
|
2014
Q1 | $333K | Buy |
5,534
+50
| +0.9% | +$3.01K | 0.32% | 27 |
|
|
2013
Q4 | $321K | Buy |
+5,484
| New | +$321K | 0.24% | 25 |
|