Fountainhead AM’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 | $2.15M | Sell |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $360K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $657K | Hold |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $571K | Buy |
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