Standard Family Office’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 | $167K | Hold |
576
| – | – | 0.2% | 10 |
|
|
2025
Q1 | $141K | Sell |
576
-435
| -43% | -$107K | 0.19% | 11 |
|
|
2024
Q4 | $242K | Hold |
1,011
| – | – | 0.29% | 13 |
|
|
2024
Q3 | $213K | Hold |
1,011
| – | – | 0.26% | 13 |
|
|
2024
Q2 | $204K | Hold |
1,011
| – | – | 0.26% | 13 |
|
|
2024
Q1 | $203K | Buy |
+1,011
| New | +$203K | 0.27% | 13 |
|
|
2022
Q4 | – | Sell |
-1,671
| Closed | -$175K | – | 231 |
|
|
2022
Q3 | $175K | Hold |
1,671
| – | – | 0.08% | 46 |
|
|
2022
Q2 | $188K | Buy |
+1,671
| New | +$188K | 1.86% | 14 |
|
|
2022
Q1 | – | Sell |
-2,966
| Closed | -$470K | – | 161 |
|
|
2021
Q4 | $470K | Buy |
2,966
+2,411
| +434% | +$382K | 4.17% | 3 |
|
|
2021
Q3 | $91K | Sell |
555
-13,061
| -96% | -$2.14M | 0.03% | 24 |
|
|
2021
Q2 | $2.12M | Buy |
13,616
+555
| +4% | +$86.3K | 0.44% | 15 |
|
|
2021
Q1 | $1.99M | Sell |
13,061
-555
| -4% | -$84.5K | 0.47% | 13 |
|
|
2020
Q4 | $1.73M | Buy |
+13,616
| New | +$1.73M | 0.41% | 14 |
|