StoneCrest Wealth 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 | $293K | Buy |
1,011
+11
| +1% | +$3.19K | 0.14% | 65 |
|
|
2025
Q1 | $245K | Hold |
1,000
| – | – | 0.16% | 62 |
|
|
2024
Q4 | $240K | Hold |
1,000
| – | – | 0.16% | 58 |
|
|
2024
Q3 | $211K | Hold |
1,000
| – | – | 0.15% | 59 |
|
|
2024
Q2 | $202K | Hold |
1,000
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $200K | Buy |
+1,000
| New | +$200K | 0.17% | 54 |
|