Rockingstone 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 | $3.24M | Sell |
11,162
-3,540
| -24% | -$1.03M | 1.7% | 22 |
|
|
2025
Q1 | $3.61M | Buy |
14,702
+255
| +2% | +$62.6K | 1.62% | 25 |
|
|
2024
Q4 | $3.46M | Buy |
14,447
+183
| +1% | +$43.9K | 1.53% | 23 |
|
|
2024
Q3 | $3.01M | Buy |
14,264
+135
| +1% | +$28.5K | 1.48% | 25 |
|
|
2024
Q2 | $2.86M | Buy |
14,129
+213
| +2% | +$43.1K | 1.47% | 26 |
|
|
2024
Q1 | $2.79M | Sell |
13,916
-40
| -0.3% | -$8.01K | 1.44% | 25 |
|
|
2023
Q4 | $2.37M | Sell |
13,956
-273
| -2% | -$46.4K | 1.33% | 27 |
|
|
2023
Q3 | $2.06M | Buy |
14,229
+496
| +4% | +$71.9K | 1.14% | 32 |
|
|
2023
Q2 | $2M | Sell |
13,733
-75
| -0.5% | -$10.9K | 1.13% | 30 |
|
|
2023
Q1 | $1.8M | Buy |
13,808
+329
| +2% | +$42.9K | 1.1% | 37 |
|
|
2022
Q4 | $1.81M | Buy |
+13,479
| New | +$1.81M | 1.35% | 29 |
|