Seamount Financial Group’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 | $1.77M | Buy |
6,122
+1,317
| +27% | +$382K | 0.91% | 33 |
|
|
2025
Q1 | $1.18M | Sell |
4,805
-42
| -0.9% | -$10.3K | 0.8% | 34 |
|
|
2024
Q4 | $1.16M | Sell |
4,847
-364
| -7% | -$87.3K | 0.8% | 32 |
|
|
2024
Q3 | $1.1M | Buy |
5,211
+38
| +0.7% | +$8.01K | 0.83% | 30 |
|
|
2024
Q2 | $1.05M | Sell |
5,173
-98
| -2% | -$19.8K | 0.85% | 31 |
|
|
2024
Q1 | $1.06M | Hold |
5,271
| – | – | 0.93% | 28 |
|
|
2023
Q4 | $897K | Buy |
+5,271
| New | +$897K | 0.86% | 31 |
|