Single Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Sell |
3,481
-630
| -15% | -$191K | 0.2% | 36 |
|
|
2025
Q4 | $1.32M | Sell |
4,111
-61
| -1% | -$18.9K | 0.26% | 34 |
|
|
2025
Q3 | $1.32M | Sell |
4,172
-631
| -13% | -$188K | 0.27% | 33 |
|
|
2025
Q2 | $1.39M | Sell |
4,803
-136
| -3% | -$34.7K | 0.3% | 30 |
|
|
2025
Q1 | $1.21M | Buy |
4,939
+1,673
| +51% | +$427K | 0.28% | 34 |
|
|
2024
Q4 | $783K | Sell |
3,266
-345
| -10% | -$80.4K | 0.18% | 38 |
|
|
2024
Q3 | $761K | Sell |
3,611
-104
| -3% | -$21.9K | 1.21% | 12 |
|
|
2024
Q2 | $751K | Buy |
3,715
+38
| +1% | +$7.43K | 1.29% | 13 |
|
|
2024
Q1 | $736K | Sell |
3,677
-57
| -2% | -$10.3K | 0.17% | 43 |
|
|
2023
Q4 | $635K | Sell |
3,734
-331
| -8% | -$50.2K | 0.16% | 42 |
|
|
2023
Q3 | $590K | Sell |
4,065
-3,692
| -48% | -$553K | 0.15% | 41 |
|
|
2023
Q2 | $1.13M | Sell |
7,757
-180
| -2% | -$24.8K | 1.56% | 12 |
|
|
2023
Q1 | $1.03M | Sell |
7,937
-1,197
| -13% | -$164K | 0.23% | 47 |
|
|
2022
Q4 | $1.23M | Buy |
9,134
+786
| +9% | +$99.6K | 0.29% | 39 |
|
|
2022
Q3 | $872K | Buy |
8,348
+2,263
| +37% | +$260K | 0.24% | 44 |
|
|
2022
Q2 | $685K | Sell |
6,085
-136
| -2% | -$16.9K | 0.19% | 46 |
|
|
2022
Q1 | $848K | Buy |
6,221
+773
| +14% | +$114K | 0.22% | 43 |
|
|
2021
Q4 | $863K | Sell |
5,448
-1,001
| -16% | -$164K | 0.23% | 37 |
|
|
2021
Q3 | $1.06M | Sell |
6,449
-527
| -8% | -$82.6K | 2.31% | 9 |
|
|
2021
Q2 | $1.08M | Sell |
6,976
-562
| -7% | -$88.3K | 0.37% | 27 |
|
|
2021
Q1 | $1.16M | Buy |
7,538
+517
| +7% | +$74.4K | 0.43% | 29 |
|
|
2020
Q4 | $892K | Sell |
7,021
-37
| -0.5% | -$4.14K | 0.4% | 29 |
|
|
2020
Q3 | $679K | Sell |
7,058
-51
| -0.7% | -$5.01K | 0.36% | 31 |
|
|
2020
Q2 | $669K | Sell |
7,109
-49
| -0.7% | -$4.65K | 0.39% | 32 |
|
|
2020
Q1 | $644K | Buy |
7,158
+2,625
| +58% | +$319K | 0.45% | 29 |
|
|
2019
Q4 | $632K | Buy |
+4,533
| New | +$581K | 0.38% | 29 |
|
Other funds holding JPM
VCM
VPM
