Sandy Cove 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 | $2.94M | Buy |
10,137
+1,186
| +13% | +$344K | 1.06% | 21 |
|
|
2025
Q1 | $2.2M | Sell |
8,951
-657
| -7% | -$161K | 0.88% | 21 |
|
|
2024
Q4 | $2.3M | Buy |
9,608
+299
| +3% | +$71.7K | 0.9% | 22 |
|
|
2024
Q3 | $1.96M | Sell |
9,309
-142
| -2% | -$29.9K | 0.8% | 21 |
|
|
2024
Q2 | $1.91M | Buy |
9,451
+18
| +0.2% | +$3.64K | 0.85% | 21 |
|
|
2024
Q1 | $1.89M | Buy |
9,433
+1,590
| +20% | +$318K | 0.87% | 19 |
|
|
2023
Q4 | $1.33M | Buy |
7,843
+740
| +10% | +$126K | 0.68% | 25 |
|
|
2023
Q3 | $1.03M | Buy |
7,103
+32
| +0.5% | +$4.64K | 0.6% | 32 |
|
|
2023
Q2 | $1.03M | Buy |
7,071
+2,074
| +42% | +$302K | 0.59% | 34 |
|
|
2023
Q1 | $651K | Hold |
4,997
| – | – | 0.47% | 41 |
|
|
2022
Q4 | $670K | Buy |
4,997
+619
| +14% | +$83K | 0.54% | 36 |
|
|
2022
Q3 | $458K | Buy |
4,378
+238
| +6% | +$24.9K | 0.41% | 40 |
|
|
2022
Q2 | $466K | Buy |
4,140
+3
| +0.1% | +$338 | 0.42% | 43 |
|
|
2022
Q1 | $564K | Buy |
4,137
+324
| +8% | +$44.2K | 0.47% | 38 |
|
|
2021
Q4 | $604K | Buy |
+3,813
| New | +$604K | 0.51% | 36 |
|