Stableford Capital II’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 | $2.44M | Sell |
8,175
-950
| -10% | -$284K | 0.92% | 24 |
|
|
2025
Q1 | $2.12M | Sell |
9,125
-1,212
| -12% | -$281K | 0.9% | 26 |
|
|
2024
Q4 | $2.48M | Sell |
10,337
-185
| -2% | -$44.3K | 0.98% | 26 |
|
|
2024
Q3 | $2.34M | Sell |
10,522
-160
| -1% | -$35.6K | 0.93% | 28 |
|
|
2024
Q2 | $2.32M | Buy |
10,682
+95
| +0.9% | +$20.6K | 0.91% | 27 |
|
|
2024
Q1 | $2.12M | Sell |
10,587
-1,277
| -11% | -$256K | 0.85% | 24 |
|
|
2023
Q4 | $2.02M | Sell |
11,864
-1,155
| -9% | -$197K | 0.87% | 26 |
|
|
2023
Q3 | $1.83M | Sell |
13,019
-239
| -2% | -$33.6K | 0.84% | 25 |
|
|
2023
Q2 | $2.04M | Buy |
+13,258
| New | +$2.04M | 0.9% | 24 |
|
|
2023
Q1 | – | Sell |
-19,595
| Closed | -$2.69M | – | 114 |
|
|
2022
Q4 | $2.69M | Sell |
19,595
-3,333
| -15% | -$458K | 1.46% | 17 |
|
|
2022
Q3 | $2.8M | Sell |
22,928
-99
| -0.4% | -$12.1K | 1.36% | 21 |
|
|
2022
Q2 | $2.67M | Buy |
23,027
+2,457
| +12% | +$284K | 1.23% | 21 |
|
|
2022
Q1 | $2.7M | Buy |
20,570
+556
| +3% | +$72.9K | 1.14% | 21 |
|
|
2021
Q4 | $2.9M | Buy |
20,014
+1,196
| +6% | +$173K | 1.22% | 21 |
|
|
2021
Q3 | $3.08M | Sell |
18,818
-414
| -2% | -$67.7K | 1.56% | 17 |
|
|
2021
Q2 | $2.99M | Buy |
19,232
+572
| +3% | +$89K | 1.43% | 17 |
|
|
2021
Q1 | $2.84M | Buy |
18,660
+9
| +0% | +$1.37K | 1.44% | 19 |
|
|
2020
Q4 | $2.37M | Buy |
18,651
+1,681
| +10% | +$214K | 1.39% | 15 |
|
|
2020
Q3 | $1.63M | Buy |
16,970
+315
| +2% | +$30.3K | 1.11% | 29 |
|
|
2020
Q2 | $1.57M | Buy |
+16,655
| New | +$1.57M | 1.17% | 32 |
|
|
2020
Q1 | – | Sell |
-17,335
| Closed | -$2.42M | – | 81 |
|
|
2019
Q4 | $2.42M | Sell |
17,335
-89
| -0.5% | -$12.4K | 2.21% | 12 |
|
|
2019
Q3 | $2.05M | Sell |
17,424
-889
| -5% | -$105K | 1.93% | 13 |
|
|
2019
Q2 | $2.05M | Sell |
18,313
-2,649
| -13% | -$296K | 1.99% | 13 |
|
|
2019
Q1 | $2.12M | Sell |
20,962
-1,594
| -7% | -$161K | 1.77% | 14 |
|
|
2018
Q4 | $2.2M | Sell |
22,556
-4,753
| -17% | -$464K | 2.34% | 11 |
|
|
2018
Q3 | $3.08M | Buy |
27,309
+41
| +0.2% | +$4.63K | 2.04% | 13 |
|
|
2018
Q2 | $2.84M | Buy |
27,268
+501
| +2% | +$52.2K | 1.85% | 15 |
|
|
2018
Q1 | $2.94M | Sell |
26,767
-1,601
| -6% | -$176K | 2.07% | 11 |
|
|
2017
Q4 | $3.03M | Buy |
28,368
+2,279
| +9% | +$244K | 2.04% | 13 |
|
|
2017
Q3 | $2.49M | Buy |
26,089
+1,275
| +5% | +$122K | 1.81% | 15 |
|
|
2017
Q2 | $2.27M | Sell |
24,814
-1,158
| -4% | -$106K | 1.82% | 13 |
|
|
2017
Q1 | $2.28M | Buy |
25,972
+206
| +0.8% | +$18.1K | 1.98% | 13 |
|
|
2016
Q4 | $2.22M | Buy |
+25,766
| New | +$2.22M | 2.85% | 10 |
|