Solitude Financial Services’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 | $3.18M | Buy |
10,968
+928
| +9% | +$269K | 1.15% | 15 |
|
|
2025
Q1 | $2.46M | Buy |
10,040
+815
| +9% | +$200K | 0.96% | 15 |
|
|
2024
Q4 | $2.21M | Buy |
9,225
+206
| +2% | +$49.4K | 0.97% | 14 |
|
|
2024
Q3 | $1.9M | Buy |
9,019
+2,060
| +30% | +$434K | 0.81% | 14 |
|
|
2024
Q2 | $1.41M | Buy |
6,959
+3,894
| +127% | +$788K | 0.65% | 14 |
|
|
2024
Q1 | $614K | Buy |
3,065
+605
| +25% | +$121K | 0.28% | 27 |
|
|
2023
Q4 | $418K | Buy |
2,460
+80
| +3% | +$13.6K | 0.23% | 40 |
|
|
2023
Q3 | $345K | Sell |
2,380
-375
| -14% | -$54.4K | 0.19% | 42 |
|
|
2023
Q2 | $401K | Sell |
2,755
-345
| -11% | -$50.2K | 0.23% | 42 |
|
|
2023
Q1 | $404K | Sell |
3,100
-60
| -2% | -$7.82K | 0.26% | 40 |
|
|
2022
Q4 | $424K | Sell |
3,160
-73
| -2% | -$9.79K | 0.29% | 40 |
|
|
2022
Q3 | $338K | Hold |
3,233
| – | – | 0.25% | 42 |
|
|
2022
Q2 | $364K | Sell |
3,233
-192
| -6% | -$21.6K | 0.26% | 40 |
|
|
2022
Q1 | $467K | Sell |
3,425
-463
| -12% | -$63.1K | 0.29% | 34 |
|
|
2021
Q4 | $616K | Sell |
3,888
-184
| -5% | -$29.2K | 0.41% | 31 |
|
|
2021
Q3 | $667K | Sell |
4,072
-9,804
| -71% | -$1.61M | 0.46% | 32 |
|
|
2021
Q2 | $2.16M | Sell |
13,876
-159
| -1% | -$24.7K | 1.57% | 18 |
|
|
2021
Q1 | $2.14M | Sell |
14,035
-9,294
| -40% | -$1.42M | 1.72% | 18 |
|
|
2020
Q4 | $2.96M | Buy |
+23,329
| New | +$2.96M | 2.6% | 12 |
|