Stamos Capital Partners’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 | $8.84M | Buy |
30,505
+12,091
| +66% | +$3.51M | 1.59% | 13 |
|
|
2025
Q1 | $4.52M | Buy |
18,414
+604
| +3% | +$148K | 1.18% | 17 |
|
|
2024
Q4 | $4.27M | Sell |
17,810
-9,540
| -35% | -$2.29M | 1% | 26 |
|
|
2024
Q3 | $5.77M | Sell |
27,350
-3,390
| -11% | -$715K | 1.36% | 19 |
|
|
2024
Q2 | $6.22M | Buy |
30,740
+690
| +2% | +$140K | 1.32% | 14 |
|
|
2024
Q1 | $6.02M | Sell |
30,050
-15,670
| -34% | -$3.14M | 1.37% | 14 |
|
|
2023
Q4 | $7.78M | Sell |
45,720
-25,280
| -36% | -$4.3M | 2.11% | 10 |
|
|
2023
Q3 | $10.3M | Sell |
71,000
-22,150
| -24% | -$3.21M | 2.29% | 5 |
|
|
2023
Q2 | $13.5M | Buy |
93,150
+7,090
| +8% | +$1.03M | 3.17% | 3 |
|
|
2023
Q1 | $11.2M | Buy |
86,060
+28,130
| +49% | +$3.67M | 2.89% | 2 |
|
|
2022
Q4 | $7.77M | Sell |
57,930
-34,990
| -38% | -$4.69M | 2.46% | 4 |
|
|
2022
Q3 | $9.71M | Buy |
92,920
+1,230
| +1% | +$129K | 2.47% | 8 |
|
|
2022
Q2 | $10.3M | Buy |
91,690
+14,860
| +19% | +$1.67M | 3.12% | 7 |
|
|
2022
Q1 | $10.5M | Buy |
76,830
+26,230
| +52% | +$3.58M | 3.5% | 6 |
|
|
2021
Q4 | $8.01M | Buy |
50,600
+7,250
| +17% | +$1.15M | 3.72% | 6 |
|
|
2021
Q3 | $7.1M | Sell |
43,350
-6,190
| -12% | -$1.01M | 3.97% | 3 |
|
|
2021
Q2 | $7.71M | Sell |
49,540
-13,160
| -21% | -$2.05M | 4.06% | 4 |
|
|
2021
Q1 | $9.55M | Hold |
62,700
| – | – | 4.82% | 3 |
|
|
2020
Q4 | $7.97M | Sell |
62,700
-12,300
| -16% | -$1.56M | 3.4% | 3 |
|
|
2020
Q3 | $7.22M | Buy |
75,000
+26,000
| +53% | +$2.5M | 2.68% | 3 |
|
|
2020
Q2 | $4.61M | Sell |
49,000
-36,208
| -42% | -$3.41M | 2.64% | 6 |
|
|
2020
Q1 | $7.67M | Buy |
85,208
+67,268
| +375% | +$6.06M | 4.04% | 3 |
|
|
2019
Q4 | $2.5M | Sell |
17,940
-2,513
| -12% | -$350K | 2.02% | 12 |
|
|
2019
Q3 | $2.41M | Buy |
20,453
+3,000
| +17% | +$353K | 2.14% | 14 |
|
|
2019
Q2 | $1.98M | Sell |
17,453
-5,000
| -22% | -$568K | 1.98% | 16 |
|
|
2019
Q1 | $2.35M | Sell |
22,453
-28,847
| -56% | -$3.01M | 3.01% | 9 |
|
|
2018
Q4 | $5.01M | Buy |
+51,300
| New | +$5.01M | 3.78% | 3 |
|