SP
Stablepoint Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
39,151
+22
| +0.1% | +$6.38K | 1.93% | 3 |
|
|
2025
Q1 | $9.6M | Sell |
39,129
-4,952
| -11% | -$1.21M | 1.74% | 5 |
|
|
2024
Q4 | $10.6M | Sell |
44,081
-1
| -0% | -$240 | 1.94% | 4 |
|
|
2024
Q3 | $9.3M | Sell |
44,082
-299
| -0.7% | -$63K | 1.69% | 5 |
|
|
2024
Q2 | $9.36M | Sell |
44,381
-6,017
| -12% | -$1.27M | 1.81% | 4 |
|
|
2024
Q1 | $10.1M | Buy |
50,398
+6,958
| +16% | +$1.39M | 2.05% | 3 |
|
|
2023
Q4 | $7.39M | Buy |
+43,440
| New | +$7.39M | 1.89% | 3 |
|