Stelac Advisory Services’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 | $595K | Sell |
2,047
-1,333
| -39% | -$388K | 0.23% | 57 |
|
|
2025
Q1 | $830K | Buy |
3,380
+2,945
| +677% | +$723K | 0.34% | 48 |
|
|
2024
Q4 | $104K | Buy |
+435
| New | +$104K | 0.04% | 105 |
|
|
2023
Q3 | – | Sell |
-3,478
| Closed | -$506K | – | 135 |
|
|
2023
Q2 | $506K | Sell |
3,478
-403
| -10% | -$58.6K | 0.23% | 86 |
|
|
2023
Q1 | $506K | Buy |
3,881
+90
| +2% | +$11.7K | 0.22% | 81 |
|
|
2022
Q4 | $508K | Sell |
3,791
-808
| -18% | -$108K | 0.23% | 72 |
|
|
2022
Q3 | $482K | Hold |
4,599
| – | – | 0.22% | 78 |
|
|
2022
Q2 | $518K | Buy |
4,599
+2,963
| +181% | +$334K | 0.21% | 77 |
|
|
2022
Q1 | $223K | Sell |
1,636
-2,985
| -65% | -$407K | 0.08% | 94 |
|
|
2021
Q4 | $732K | Sell |
4,621
-1,501
| -25% | -$238K | 0.2% | 70 |
|
|
2021
Q3 | $1M | Sell |
6,122
-3,802
| -38% | -$622K | 0.27% | 58 |
|
|
2021
Q2 | $1.54M | Buy |
9,924
+500
| +5% | +$77.8K | 0.35% | 55 |
|
|
2021
Q1 | $1.43M | Sell |
9,424
-7,736
| -45% | -$1.18M | 0.53% | 44 |
|
|
2020
Q4 | $2.18M | Buy |
17,160
+3,947
| +30% | +$501K | 0.56% | 37 |
|
|
2020
Q3 | $1.27M | Buy |
13,213
+1,854
| +16% | +$178K | 0.43% | 39 |
|
|
2020
Q2 | $1.07M | Buy |
11,359
+899
| +9% | +$84.5K | 0.41% | 41 |
|
|
2020
Q1 | $942K | Buy |
+10,460
| New | +$942K | 0.45% | 38 |
|
|
2018
Q3 | – | Sell |
-1,475
| Closed | -$154K | – | 156 |
|
|
2018
Q2 | $154K | Hold |
1,475
| – | – | 0.04% | 103 |
|
|
2018
Q1 | $162K | Buy |
+1,475
| New | +$162K | 0.05% | 83 |
|
|
2016
Q3 | – | Sell |
-9,285
| Closed | -$577K | – | 60 |
|
|
2016
Q2 | $577K | Buy |
+9,285
| New | +$577K | 0.18% | 28 |
|
|
2016
Q1 | – | Sell |
-10,095
| Closed | -$667K | – | 54 |
|
|
2015
Q4 | $667K | Sell |
10,095
-793
| -7% | -$52.4K | 0.21% | 25 |
|
|
2015
Q3 | $664K | Buy |
+10,888
| New | +$664K | 0.18% | 24 |
|