Kapstone Financial Advisors’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 | $2.7M | Sell |
9,306
-20
| -0.2% | -$5.8K | 1.35% | 17 |
|
|
2025
Q1 | $2.29M | Sell |
9,326
-97
| -1% | -$23.8K | 1.29% | 17 |
|
|
2024
Q4 | $2.51M | Sell |
9,423
-345
| -4% | -$92K | 1.34% | 15 |
|
|
2024
Q3 | $2.06M | Buy |
9,768
+422
| +5% | +$88.8K | 1.25% | 16 |
|
|
2024
Q2 | $1.89M | Buy |
9,346
+227
| +2% | +$45.9K | 1.24% | 15 |
|
|
2024
Q1 | $1.83M | Buy |
9,119
+313
| +4% | +$62.7K | 1.24% | 16 |
|
|
2023
Q4 | $1.52M | Sell |
8,806
-5,663
| -39% | -$979K | 1.19% | 16 |
|
|
2023
Q3 | $2.1M | Buy |
14,469
+6,000
| +71% | +$870K | 1.89% | 10 |
|
|
2023
Q2 | $1.33M | Sell |
8,469
-391
| -4% | -$61.5K | 1.1% | 20 |
|
|
2023
Q1 | $1.14M | Sell |
8,860
-400
| -4% | -$51.6K | 1.03% | 20 |
|
|
2022
Q4 | $1.29M | Buy |
+9,260
| New | +$1.29M | 1.17% | 18 |
|