Shorepoint Capital 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
Q1 | $12.6M | Sell |
51,308
-3,630
| -7% | -$890K | 2.85% | 5 |
|
|
2024
Q4 | $13.2M | Sell |
54,938
-1,718
| -3% | -$412K | 3.01% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
56,656
-3,379
| -6% | -$712K | 2.72% | 6 |
|
|
2024
Q2 | $12.1M | Buy |
60,035
+547
| +0.9% | +$111K | 2.85% | 5 |
|
|
2024
Q1 | $11.9M | Sell |
59,488
-804
| -1% | -$161K | 2.91% | 5 |
|
|
2023
Q4 | $10.3M | Buy |
60,292
+935
| +2% | +$159K | 2.75% | 5 |
|
|
2023
Q3 | $8.61M | Buy |
59,357
+6,315
| +12% | +$916K | 2.53% | 5 |
|
|
2023
Q2 | $7.71M | Buy |
53,042
+4,266
| +9% | +$620K | 2.17% | 10 |
|
|
2023
Q1 | $6.36M | Sell |
48,776
-965
| -2% | -$126K | 1.82% | 15 |
|
|
2022
Q4 | $6.67M | Buy |
49,741
+3,874
| +8% | +$519K | 1.85% | 14 |
|
|
2022
Q3 | $4.79M | Buy |
45,867
+2,379
| +5% | +$249K | 2.29% | 11 |
|
|
2022
Q2 | $4.9M | Buy |
43,488
+3,208
| +8% | +$361K | 2.07% | 12 |
|
|
2022
Q1 | $5.49M | Buy |
40,280
+1,595
| +4% | +$217K | 2.29% | 11 |
|
|
2021
Q4 | $6.13M | Buy |
38,685
+715
| +2% | +$113K | 2.49% | 10 |
|
|
2021
Q3 | $6.22M | Buy |
+37,970
| New | +$6.22M | 2.79% | 6 |
|
|
2021
Q1 | $5.27M | Sell |
34,623
-6,407
| -16% | -$975K | 2.82% | 6 |
|
|
2020
Q4 | $5.21M | Sell |
41,030
-358
| -0.9% | -$45.5K | 2.89% | 5 |
|
|
2020
Q3 | $3.98M | Buy |
41,388
+168
| +0.4% | +$16.2K | 2.47% | 11 |
|
|
2020
Q2 | $3.88M | Buy |
41,220
+4,870
| +13% | +$458K | 2.53% | 8 |
|
|
2020
Q1 | $3.27M | Buy |
36,350
+917
| +3% | +$82.6K | 2.63% | 7 |
|
|
2019
Q4 | $4.94M | Sell |
35,433
-4,627
| -12% | -$645K | 2.82% | 6 |
|
|
2019
Q3 | $4.72M | Sell |
40,060
-1,125
| -3% | -$132K | 2.78% | 6 |
|
|
2019
Q2 | $4.61M | Sell |
41,185
-3,715
| -8% | -$415K | 2.63% | 7 |
|
|
2019
Q1 | $4.55M | Buy |
+44,900
| New | +$4.55M | 2.57% | 7 |
|