SP
Stonebrook Private’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
32,870
+315
| +1% | +$90.8K | 2.22% | 12 |
|
|
2025
Q1 | $7.99M | Sell |
32,555
-238
| -0.7% | -$58.4K | 2.08% | 9 |
|
|
2024
Q4 | $7.86M | Sell |
32,793
-734
| -2% | -$176K | 2.06% | 12 |
|
|
2024
Q3 | $7.07M | Sell |
33,527
-214
| -0.6% | -$45.1K | 1.87% | 13 |
|
|
2024
Q2 | $6.82M | Buy |
33,741
+1,214
| +4% | +$246K | 1.96% | 10 |
|
|
2024
Q1 | $6.52M | Buy |
32,527
+2,152
| +7% | +$431K | 1.9% | 10 |
|
|
2023
Q4 | $5.17M | Buy |
+30,375
| New | +$5.17M | 1.73% | 12 |
|