Goldstream Capital Management’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
$1.21M Hold
2025
Q2
$1.11M Hold
2025
Q1
$942K Hold
2024
Q4
$921K Sell
2024
Q3
$1.89M Buy
2023
Q4
Sell
2023
Q3
$530K Hold
2023
Q2
$532K Buy
2023
Q1
$258K Buy