Solstein Capital’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 | $1.89M | Buy |
6,513
+269
| +4% | +$78K | 0.97% | 22 |
|
|
2025
Q1 | $1.53M | Hold |
6,244
| – | – | 0.89% | 27 |
|
|
2024
Q4 | $1.5M | Buy |
6,244
+1
| +0% | +$240 | 0.84% | 33 |
|
|
2024
Q3 | $1.32M | Hold |
6,243
| – | – | 0.7% | 36 |
|
|
2024
Q2 | $1.26M | Buy |
6,243
+1
| +0% | +$202 | 0.82% | 33 |
|
|
2024
Q1 | $1.25M | Hold |
6,242
| – | – | 0.87% | 30 |
|
|
2023
Q4 | $1.06M | Buy |
6,242
+10
| +0.2% | +$1.7K | 0.79% | 30 |
|
|
2023
Q3 | $904K | Hold |
6,232
| – | – | 0.78% | 36 |
|
|
2023
Q2 | $906K | Buy |
6,232
+1
| +0% | +$145 | 0.76% | 36 |
|
|
2023
Q1 | $812K | Hold |
6,231
| – | – | 0.71% | 36 |
|
|
2022
Q4 | $836K | Buy |
6,231
+1
| +0% | +$134 | 0.7% | 33 |
|
|
2022
Q3 | $651K | Buy |
6,230
+1
| +0% | +$104 | 0.57% | 43 |
|
|
2022
Q2 | $701K | Hold |
6,229
| – | – | 0.54% | 51 |
|
|
2022
Q1 | $849K | Sell |
6,229
-332
| -5% | -$45.3K | 0.56% | 47 |
|
|
2021
Q4 | $1.04M | Hold |
6,561
| – | – | 0.63% | 47 |
|
|
2021
Q3 | $1.07M | Buy |
6,561
+2,903
| +79% | +$475K | 0.62% | 45 |
|
|
2021
Q2 | $569K | Buy |
3,658
+1,705
| +87% | +$265K | 0.7% | 42 |
|
|
2021
Q1 | $297K | Buy |
1,953
+304
| +18% | +$46.2K | 0.4% | 75 |
|
|
2020
Q4 | $213 | Buy |
1,649
+258
| +19% | +$33 | 0.09% | 76 |
|
|
2020
Q3 | $134K | Hold |
1,391
| – | – | 0.3% | 76 |
|
|
2020
Q2 | $131K | Sell |
1,391
-100
| -7% | -$9.42K | 0.31% | 66 |
|
|
2020
Q1 | $134K | Sell |
1,491
-2,368
| -61% | -$213K | 0.52% | 39 |
|
|
2019
Q4 | $538K | Buy |
+3,859
| New | +$538K | 1.08% | 23 |
|