Stone House Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $357K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $26.5K | Buy |
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|
2023
Q3 | $9.65K | Buy |
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|
2023
Q2 | $9.61K | Hold |
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|
2023
Q1 | $8.55K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $62K | Buy |
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