Shorepoint Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.3M | Buy |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $8.61M | Buy |
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|
2023
Q2 | $7.71M | Buy |
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|
2023
Q1 | $6.36M | Sell |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.49M | Buy |
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|
2021
Q4 | $6.13M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q1 | $5.27M | Sell |
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|
2020
Q4 | $5.21M | Sell |
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|
2020
Q3 | $3.98M | Buy |
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|
2020
Q2 | $3.88M | Buy |
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|
2020
Q1 | $3.27M | Buy |
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|
2019
Q4 | $4.94M | Sell |
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|
2019
Q3 | $4.71M | Sell |
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|
2019
Q2 | $4.61M | Sell |
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|
2019
Q1 | $4.54M | Buy |
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