Golden State Equity 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 | $9.36M | Buy |
32,298
+214
| +0.7% | +$62K | 1.73% | 6 |
|
|
2025
Q1 | $7.87M | Sell |
32,084
-561
| -2% | -$138K | 1.56% | 7 |
|
|
2024
Q4 | $7.83M | Buy |
32,645
+30,469
| +1,400% | +$7.3M | 1.5% | 9 |
|
|
2024
Q3 | $459K | Sell |
2,176
-29,940
| -93% | -$6.31M | 0.24% | 97 |
|
|
2024
Q2 | $6.5M | Buy |
+32,116
| New | +$6.5M | 1.35% | 9 |
|
|
2023
Q4 | $5.63M | Buy |
33,090
+492
| +2% | +$83.7K | 1.37% | 10 |
|
|
2023
Q3 | $4.73M | Buy |
32,598
+1,814
| +6% | +$263K | 1.32% | 13 |
|
|
2023
Q2 | $4.48M | Buy |
30,784
+5,564
| +22% | +$809K | 1.26% | 10 |
|
|
2023
Q1 | $3.29M | Buy |
+25,220
| New | +$3.29M | 1.78% | 10 |
|
|
2022
Q1 | $3.4M | Buy |
24,924
+5,613
| +29% | +$765K | 1.71% | 12 |
|
|
2021
Q4 | $3.06M | Buy |
19,311
+81
| +0.4% | +$12.8K | 1.54% | 18 |
|
|
2021
Q3 | $3.15M | Buy |
19,230
+1,104
| +6% | +$181K | 1.28% | 20 |
|
|
2021
Q2 | $2.82M | Buy |
18,126
+1,136
| +7% | +$177K | 1.09% | 21 |
|
|
2021
Q1 | $2.59M | Sell |
16,990
-236
| -1% | -$35.9K | 1.48% | 17 |
|
|
2020
Q4 | $2.19M | Buy |
+17,226
| New | +$2.19M | 1.51% | 7 |
|