Stonegate Investment Group’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
Q2 | $171M | Sell |
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|
2025
Q1 | $175M | Sell |
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|
2024
Q4 | $171M | Sell |
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|
2024
Q3 | $154M | Buy |
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|
2024
Q2 | $146M | Buy |
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|
2024
Q1 | $143M | Buy |
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|
2023
Q4 | $121M | Sell |
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|
2023
Q3 | $103M | Buy |
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $92.3M | Buy |
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|
2022
Q4 | $70.1M | Buy |
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|
2022
Q3 | $54M | Buy |
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|
2022
Q2 | $57.4M | Buy |
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|
2022
Q1 | $66.3M | Buy |
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|
2021
Q4 | $74.6M | Buy |
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