Stone House Investment Management’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 | $303K | Sell |
1,045
-268
| -20% | -$77.7K | 0.06% | 55 |
|
|
2025
Q1 | $322K | Buy |
1,313
+330
| +34% | +$81K | 0.07% | 48 |
|
|
2024
Q4 | $236K | Sell |
983
-145
| -13% | -$34.8K | 0.06% | 48 |
|
|
2024
Q3 | $238K | Sell |
1,128
-15
| -1% | -$3.16K | 0.05% | 46 |
|
|
2024
Q2 | $231K | Buy |
1,143
+16
| +1% | +$3.24K | 0.06% | 46 |
|
|
2024
Q1 | $226K | Buy |
1,127
+971
| +622% | +$194K | 0.05% | 51 |
|
|
2023
Q4 | $26.5K | Buy |
156
+89
| +133% | +$15.1K | 0.01% | 110 |
|
|
2023
Q3 | $9.65K | Buy |
67
+1
| +2% | +$144 | ﹤0.01% | 166 |
|
|
2023
Q2 | $9.61K | Hold |
66
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $8.55K | Buy |
+66
| New | +$8.55K | ﹤0.01% | 174 |
|
|
2019
Q2 | – | Sell |
-609
| Closed | -$62K | – | 124 |
|
|
2019
Q1 | $62K | Buy |
+609
| New | +$62K | 0.03% | 79 |
|