SlateStone Wealth’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 | $22.5M | Buy |
77,623
+2,906
| +4% | +$842K | 2.1% | 7 |
|
|
2025
Q1 | $18.3M | Buy |
74,717
+1,685
| +2% | +$413K | 1.84% | 7 |
|
|
2024
Q4 | $17.5M | Buy |
73,032
+1,156
| +2% | +$277K | 1.72% | 9 |
|
|
2024
Q3 | $15.2M | Buy |
71,876
+25,031
| +53% | +$5.28M | 1.36% | 14 |
|
|
2024
Q2 | $9.48M | Sell |
46,845
-21,259
| -31% | -$4.3M | 1.03% | 22 |
|
|
2024
Q1 | $13.6M | Buy |
68,104
+24,257
| +55% | +$4.86M | 1.37% | 15 |
|
|
2023
Q4 | $7.46M | Buy |
43,847
+2,986
| +7% | +$508K | 0.97% | 26 |
|
|
2023
Q3 | $5.93M | Buy |
40,861
+27,821
| +213% | +$4.03M | 0.86% | 30 |
|
|
2023
Q2 | $1.9M | Sell |
13,040
-278
| -2% | -$40.4K | 0.36% | 60 |
|
|
2023
Q1 | $1.74M | Buy |
13,318
+1,650
| +14% | +$215K | 0.36% | 66 |
|
|
2022
Q4 | $1.56M | Sell |
11,668
-429
| -4% | -$57.5K | 0.38% | 61 |
|
|
2022
Q3 | $1.26M | Sell |
12,097
-5,597
| -32% | -$585K | 0.34% | 65 |
|
|
2022
Q2 | $1.99M | Sell |
17,694
-4,088
| -19% | -$460K | 0.51% | 44 |
|
|
2022
Q1 | $2.97M | Sell |
21,782
-1,973
| -8% | -$269K | 0.66% | 36 |
|
|
2021
Q4 | $3.76M | Buy |
23,755
+701
| +3% | +$111K | 0.8% | 31 |
|
|
2021
Q3 | $3.77M | Sell |
23,054
-288
| -1% | -$47.1K | 0.86% | 29 |
|
|
2021
Q2 | $3.63M | Sell |
23,342
-1,538
| -6% | -$239K | 0.83% | 31 |
|
|
2021
Q1 | $3.79M | Buy |
24,880
+318
| +1% | +$48.4K | 0.94% | 27 |
|
|
2020
Q4 | $3.12M | Sell |
24,562
-15,500
| -39% | -$1.97M | 0.78% | 32 |
|
|
2020
Q3 | $3.86M | Buy |
40,062
+960
| +2% | +$92.4K | 0.83% | 33 |
|
|
2020
Q2 | $3.68M | Buy |
39,102
+3,844
| +11% | +$362K | 0.82% | 28 |
|
|
2020
Q1 | $3.17M | Sell |
35,258
-241
| -0.7% | -$21.7K | 0.9% | 30 |
|
|
2019
Q4 | $4.95M | Buy |
35,499
+1,537
| +5% | +$214K | 1.13% | 25 |
|
|
2019
Q3 | $4M | Sell |
33,962
-1,613
| -5% | -$190K | 1.17% | 24 |
|
|
2019
Q2 | $3.98M | Sell |
35,575
-322
| -0.9% | -$36K | 1.12% | 25 |
|
|
2019
Q1 | $3.63M | Buy |
35,897
+20,016
| +126% | +$2.03M | 1.12% | 28 |
|
|
2018
Q4 | $1.55M | Buy |
+15,881
| New | +$1.55M | 0.71% | 39 |
|