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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.24M | Hold |
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|
2025
Q3 | $1.21M | Hold |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $942K | Hold |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $530K | Hold |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $258K | Buy |
|