Stokes 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 | $13.8M | Sell |
47,703
-818
| -2% | -$237K | 1.45% | 15 |
|
|
2025
Q1 | $11.9M | Sell |
48,521
-886
| -2% | -$217K | 1.34% | 18 |
|
|
2024
Q4 | $11.8M | Buy |
49,407
+1,923
| +4% | +$461K | 1.26% | 20 |
|
|
2024
Q3 | $10M | Sell |
47,484
-204
| -0.4% | -$43K | 1.1% | 21 |
|
|
2024
Q2 | $9.65M | Sell |
47,688
-186
| -0.4% | -$37.6K | 1.13% | 22 |
|
|
2024
Q1 | $9.59M | Sell |
47,874
-315
| -0.7% | -$63.1K | 1.2% | 19 |
|
|
2023
Q4 | $8.2M | Sell |
48,189
-19,450
| -29% | -$3.31M | 1.11% | 21 |
|
|
2023
Q3 | $9.81M | Buy |
67,639
+1,016
| +2% | +$147K | 1.15% | 18 |
|
|
2023
Q2 | $9.69M | Buy |
66,623
+1,953
| +3% | +$284K | 1.12% | 19 |
|
|
2023
Q1 | $8.43M | Sell |
64,670
-5
| -0% | -$652 | 1.05% | 19 |
|
|
2022
Q4 | $8.67M | Buy |
64,675
+4,261
| +7% | +$571K | 1.12% | 18 |
|
|
2022
Q3 | $6.31M | Buy |
60,414
+1,784
| +3% | +$186K | 0.9% | 27 |
|
|
2022
Q2 | $6.6M | Buy |
58,630
+3,562
| +6% | +$401K | 0.9% | 25 |
|
|
2022
Q1 | $7.51M | Buy |
55,068
+1,628
| +3% | +$222K | 1% | 23 |
|
|
2021
Q4 | $8.46M | Buy |
53,440
+1,874
| +4% | +$297K | 1.05% | 22 |
|
|
2021
Q3 | $8.44M | Buy |
51,566
+2,940
| +6% | +$481K | 1.17% | 20 |
|
|
2021
Q2 | $7.56M | Buy |
48,626
+427
| +0.9% | +$66.4K | 1.07% | 25 |
|
|
2021
Q1 | $7.34M | Sell |
48,199
-5,285
| -10% | -$804K | 1.14% | 21 |
|
|
2020
Q4 | $6.8M | Buy |
53,484
+1,362
| +3% | +$173K | 1.34% | 17 |
|
|
2020
Q3 | $5.02M | Sell |
52,122
-2,491
| -5% | -$240K | 1.14% | 21 |
|
|
2020
Q2 | $5.14M | Buy |
54,613
+15,629
| +40% | +$1.47M | 1.3% | 18 |
|
|
2020
Q1 | $3.51M | Buy |
38,984
+4,862
| +14% | +$438K | 0.94% | 27 |
|
|
2019
Q4 | $4.78M | Buy |
+34,122
| New | +$4.78M | 1.06% | 23 |
|