Stiles Financial 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 | $3.59M | Buy |
12,366
+1,411
| +13% | +$409K | 1.24% | 17 |
|
|
2025
Q1 | $2.69M | Buy |
10,955
+1,652
| +18% | +$405K | 1.03% | 28 |
|
|
2024
Q4 | $2.23M | Buy |
9,303
+332
| +4% | +$79.6K | 0.81% | 42 |
|
|
2024
Q3 | $1.89M | Buy |
8,971
+441
| +5% | +$93K | 0.67% | 50 |
|
|
2024
Q2 | $1.73M | Sell |
8,530
-48
| -0.6% | -$9.71K | 0.66% | 49 |
|
|
2024
Q1 | $1.72M | Buy |
8,578
+1,446
| +20% | +$290K | 0.69% | 49 |
|
|
2023
Q4 | $1.21M | Buy |
7,132
+172
| +2% | +$29.3K | 0.55% | 62 |
|
|
2023
Q3 | $1.01M | Buy |
6,960
+215
| +3% | +$31.2K | 0.52% | 62 |
|
|
2023
Q2 | $981K | Buy |
6,745
+179
| +3% | +$26K | 0.49% | 63 |
|
|
2023
Q1 | $856K | Buy |
6,566
+130
| +2% | +$16.9K | 0.46% | 66 |
|
|
2022
Q4 | $863K | Sell |
6,436
-158
| -2% | -$21.2K | 0.49% | 58 |
|
|
2022
Q3 | $689K | Buy |
6,594
+1,599
| +32% | +$167K | 0.42% | 68 |
|
|
2022
Q2 | $562K | Buy |
4,995
+79
| +2% | +$8.89K | 0.34% | 83 |
|
|
2022
Q1 | $670K | Buy |
4,916
+795
| +19% | +$108K | 0.34% | 87 |
|
|
2021
Q4 | $653K | Buy |
+4,121
| New | +$653K | 0.31% | 90 |
|