Fountainhead AM’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 | $2.02M | Buy |
6,982
+764
| +12% | +$222K | 0.29% | 45 |
|
|
2025
Q1 | $1.53M | Buy |
6,218
+1,505
| +32% | +$369K | 0.25% | 43 |
|
|
2024
Q4 | $1.13M | Buy |
4,713
+1,453
| +45% | +$348K | 0.21% | 50 |
|
|
2024
Q3 | $687K | Sell |
3,260
-103
| -3% | -$21.7K | 0.14% | 59 |
|
|
2024
Q2 | $680K | Sell |
3,363
-9
| -0.3% | -$1.82K | 0.16% | 54 |
|
|
2024
Q1 | $675K | Buy |
3,372
+126
| +4% | +$25.2K | 0.17% | 57 |
|
|
2023
Q4 | $552K | Buy |
3,246
+226
| +7% | +$38.4K | 0.15% | 56 |
|
|
2023
Q3 | $438K | Buy |
3,020
+43
| +1% | +$6.24K | 0.15% | 52 |
|
|
2023
Q2 | $433K | Buy |
2,977
+76
| +3% | +$11.1K | 0.15% | 49 |
|
|
2023
Q1 | $378K | Buy |
2,901
+38
| +1% | +$4.95K | 0.15% | 48 |
|
|
2022
Q4 | $384K | Buy |
2,863
+115
| +4% | +$15.4K | 0.17% | 46 |
|
|
2022
Q3 | $287K | Buy |
2,748
+16
| +0.6% | +$1.67K | 0.14% | 52 |
|
|
2022
Q2 | $308K | Buy |
2,732
+90
| +3% | +$10.1K | 0.17% | 46 |
|
|
2022
Q1 | $360K | Sell |
2,642
-259
| -9% | -$35.3K | 0.16% | 44 |
|
|
2021
Q4 | $459K | Sell |
2,901
-460
| -14% | -$72.8K | 0.2% | 41 |
|
|
2021
Q3 | $550K | Sell |
3,361
-955
| -22% | -$156K | 0.27% | 32 |
|
|
2021
Q2 | $657K | Hold |
4,316
| – | – | 0.35% | 27 |
|
|
2021
Q1 | $657K | Sell |
4,316
-181
| -4% | -$27.6K | 0.35% | 27 |
|
|
2020
Q4 | $571K | Buy |
+4,497
| New | +$571K | 0.36% | 29 |
|