Leeward Financial Partners’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 | $527K | Buy |
1,819
+899
| +98% | +$261K | 0.17% | 62 |
|
|
2025
Q1 | $226K | Sell |
920
-7
| -0.8% | -$1.72K | 0.08% | 81 |
|
|
2024
Q4 | $222K | Buy |
+927
| New | +$222K | 0.08% | 83 |
|
|
2024
Q3 | – | Sell |
-1,037
| Closed | -$210K | – | 87 |
|
|
2024
Q2 | $210K | Sell |
1,037
-119
| -10% | -$24.1K | 0.09% | 80 |
|
|
2024
Q1 | $232K | Buy |
+1,156
| New | +$232K | 0.1% | 82 |
|
|
2022
Q3 | – | Sell |
-1,847
| Closed | -$208K | – | 66 |
|
|
2022
Q2 | $208K | Sell |
1,847
-18,943
| -91% | -$2.13M | 0.14% | 65 |
|
|
2022
Q1 | $2.83M | Buy |
20,790
+2,412
| +13% | +$329K | 1.75% | 20 |
|
|
2021
Q4 | $2.91M | Buy |
+18,378
| New | +$2.91M | 1.82% | 18 |
|