Goldstream Capital Management’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 | $1.11M | Hold |
3,841
| – | – | 0.37% | 24 |
|
|
2025
Q1 | $942K | Hold |
3,841
| – | – | 0.42% | 15 |
|
|
2024
Q4 | $921K | Sell |
3,841
-5,141
| -57% | -$1.23M | 0.26% | 17 |
|
|
2024
Q3 | $1.89M | Buy |
+8,982
| New | +$1.89M | 0.64% | 15 |
|
|
2023
Q4 | – | Sell |
-3,656
| Closed | -$530K | – | 37 |
|
|
2023
Q3 | $530K | Hold |
3,656
| – | – | 0.42% | 19 |
|
|
2023
Q2 | $532K | Buy |
3,656
+1,675
| +85% | +$244K | 0.38% | 13 |
|
|
2023
Q1 | $258K | Buy |
+1,981
| New | +$258K | 0.27% | 18 |
|