Graypoint LLC’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 | $12.3M | Buy |
42,449
+2,639
| +7% | +$765K | 0.69% | 32 |
|
|
2025
Q1 | $9.77M | Buy |
39,810
+4
| +0% | +$981 | 0.61% | 34 |
|
|
2024
Q4 | $9.54M | Sell |
39,806
-680
| -2% | -$163K | 0.58% | 37 |
|
|
2024
Q3 | $8.54M | Buy |
40,486
+994
| +3% | +$210K | 0.55% | 37 |
|
|
2024
Q2 | $7.99M | Sell |
39,492
-4,848
| -11% | -$981K | 0.55% | 37 |
|
|
2024
Q1 | $8.88M | Buy |
44,340
+765
| +2% | +$153K | 0.64% | 33 |
|
|
2023
Q4 | $7.41M | Sell |
43,575
-4,743
| -10% | -$807K | 0.6% | 38 |
|
|
2023
Q3 | $7.01M | Buy |
48,318
+1,437
| +3% | +$208K | 0.66% | 33 |
|
|
2023
Q2 | $6.82M | Sell |
46,881
-6,511
| -12% | -$947K | 0.68% | 35 |
|
|
2023
Q1 | $6.96M | Sell |
53,392
-11,265
| -17% | -$1.47M | 0.75% | 31 |
|
|
2022
Q4 | $8.67M | Sell |
64,657
-3,900
| -6% | -$523K | 1.03% | 26 |
|
|
2022
Q3 | $7.16M | Buy |
68,557
+4,384
| +7% | +$458K | 0.92% | 29 |
|
|
2022
Q2 | $7.23M | Sell |
64,173
-1,625
| -2% | -$183K | 0.93% | 31 |
|
|
2022
Q1 | $8.97M | Buy |
65,798
+3,189
| +5% | +$435K | 0.89% | 30 |
|
|
2021
Q4 | $9.91M | Buy |
62,609
+28
| +0% | +$4.43K | 1.04% | 26 |
|
|
2021
Q3 | $10.2M | Buy |
62,581
+608
| +1% | +$99.5K | 1.26% | 21 |
|
|
2021
Q2 | $9.64M | Sell |
61,973
-383
| -0.6% | -$59.6K | 1.28% | 20 |
|
|
2021
Q1 | $9.49M | Sell |
62,356
-4,922
| -7% | -$749K | 1.45% | 18 |
|
|
2020
Q4 | $8.55M | Sell |
67,278
-7,861
| -10% | -$999K | 1.48% | 19 |
|
|
2020
Q3 | $7.23M | Sell |
75,139
-1,703
| -2% | -$164K | 1.4% | 20 |
|
|
2020
Q2 | $7.23M | Buy |
76,842
+35,903
| +88% | +$3.38M | 1.65% | 14 |
|
|
2020
Q1 | $3.69M | Buy |
+40,939
| New | +$3.69M | 1.03% | 32 |
|