Stonehage Fleming Financial Services’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 | $598K | Hold |
2,062
| – | – | 0.02% | 92 |
|
|
2025
Q1 | $506K | Hold |
2,062
| – | – | 0.02% | 84 |
|
|
2024
Q4 | $494K | Hold |
2,062
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $435K | Hold |
2,062
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $417K | Sell |
2,062
-3,217
| -61% | -$651K | 0.01% | 104 |
|
|
2024
Q1 | $558K | Buy |
5,279
+2,294
| +77% | +$243K | 0.04% | 63 |
|
|
2023
Q4 | $508K | Sell |
2,985
-11,170
| -79% | -$1.9M | 0.01% | 99 |
|
|
2023
Q3 | $2.05M | Buy |
14,155
+5,000
| +55% | +$725K | 0.18% | 46 |
|
|
2023
Q2 | $1.13M | Buy |
9,155
+3,876
| +73% | +$477K | 0.04% | 54 |
|
|
2023
Q1 | $558K | Buy |
5,279
+2,023
| +62% | +$214K | 0.04% | 63 |
|
|
2022
Q4 | $491K | Sell |
3,256
-6,643
| -67% | -$1M | 0.04% | 75 |
|
|
2022
Q3 | $1.04M | Sell |
9,899
-8,939
| -47% | -$940K | 0.08% | 35 |
|
|
2022
Q2 | $2.14M | Sell |
18,838
-9,696
| -34% | -$1.1M | 0.09% | 42 |
|
|
2022
Q1 | $3.95M | Buy |
28,534
+31
| +0.1% | +$4.29K | 0.12% | 43 |
|
|
2021
Q4 | $4.51M | Buy |
28,503
+36
| +0.1% | +$5.7K | 0.12% | 40 |
|
|
2021
Q3 | $4.69M | Buy |
28,467
+8,000
| +39% | +$1.32M | 0.14% | 37 |
|
|
2021
Q2 | $3.16M | Sell |
20,467
-531
| -3% | -$82.1K | 0.09% | 48 |
|
|
2021
Q1 | $3.23M | Hold |
20,998
| – | – | 0.11% | 47 |
|
|
2020
Q4 | $2.64M | Buy |
20,998
+415
| +2% | +$52.2K | 0.09% | 49 |
|
|
2020
Q3 | $1.97M | Buy |
20,583
+2,886
| +16% | +$276K | 0.07% | 44 |
|
|
2020
Q2 | $1.65M | Sell |
17,697
-2,540
| -13% | -$237K | 0.11% | 41 |
|
|
2020
Q1 | $1.82M | Buy |
20,237
+1,495
| +8% | +$135K | 0.09% | 42 |
|
|
2019
Q4 | $2.6M | Sell |
18,742
-810
| -4% | -$112K | 0.11% | 36 |
|
|
2019
Q3 | $2.3M | Hold |
19,552
| – | – | 0.11% | 37 |
|
|
2019
Q2 | $2.19M | Sell |
19,552
-10,460
| -35% | -$1.17M | 0.11% | 37 |
|
|
2019
Q1 | $3.04K | Sell |
30,012
-6,010
| -17% | -$609 | 0.14% | 37 |
|
|
2018
Q4 | $3.52M | Buy |
36,022
+8,698
| +32% | +$850K | 0.2% | 33 |
|
|
2018
Q3 | $3.08M | Hold |
27,324
| – | – | 0.18% | 38 |
|
|
2018
Q2 | $2.85M | Hold |
27,324
| – | – | 0.13% | 42 |
|
|
2018
Q1 | $3M | Hold |
27,324
| – | – | 0.2% | 35 |
|
|
2017
Q4 | $2.93M | Hold |
27,324
| – | – | 0.16% | 39 |
|
|
2017
Q3 | $2.61M | Sell |
27,324
-200
| -0.7% | -$19.1K | 0.13% | 49 |
|
|
2017
Q2 | $2.52M | Sell |
27,524
-4,620
| -14% | -$422K | 0.15% | 49 |
|
|
2017
Q1 | $2.82M | Sell |
32,144
-2,957
| -8% | -$260K | 0.18% | 50 |
|
|
2016
Q4 | $3.03M | Sell |
35,101
-9,812
| -22% | -$847K | 0.19% | 46 |
|
|
2016
Q3 | $2.99M | Buy |
44,913
+11,100
| +33% | +$739K | 0.18% | 69 |
|
|
2016
Q2 | $2.1M | Buy |
33,813
+21,660
| +178% | +$1.35M | 0.14% | 83 |
|
|
2016
Q1 | $720K | Buy |
+12,153
| New | +$720K | 0.05% | 118 |
|