Pine Haven Investment Counsel’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 | $1.13M | Sell |
3,886
-146
| -4% | -$42.3K | 0.89% | 32 |
|
|
2025
Q1 | $989K | Sell |
4,032
-40
| -1% | -$9.81K | 0.83% | 33 |
|
|
2024
Q4 | $976K | Sell |
4,072
-255
| -6% | -$61.1K | 0.8% | 38 |
|
|
2024
Q3 | $912K | Sell |
4,327
-30
| -0.7% | -$6.33K | 0.74% | 38 |
|
|
2024
Q2 | $881K | Hold |
4,357
| – | – | 0.76% | 36 |
|
|
2024
Q1 | $873K | Hold |
4,357
| – | – | 0.77% | 37 |
|
|
2023
Q4 | $741K | Sell |
4,357
-277
| -6% | -$47.1K | 0.69% | 44 |
|
|
2023
Q3 | $672K | Sell |
4,634
-375
| -7% | -$54.4K | 0.7% | 43 |
|
|
2023
Q2 | $729K | Buy |
5,009
+1,698
| +51% | +$247K | 0.73% | 41 |
|
|
2023
Q1 | $431K | Hold |
3,311
| – | – | 0.45% | 56 |
|
|
2022
Q4 | $444K | Buy |
3,311
+100
| +3% | +$13.4K | 0.49% | 56 |
|
|
2022
Q3 | $336K | Hold |
3,211
| – | – | 0.41% | 64 |
|
|
2022
Q2 | $362K | Sell |
3,211
-100
| -3% | -$11.3K | 0.42% | 66 |
|
|
2022
Q1 | $451K | Buy |
3,311
+100
| +3% | +$13.6K | 0.44% | 60 |
|
|
2021
Q4 | $508K | Buy |
+3,211
| New | +$508K | 0.47% | 59 |
|