Stonehearth Capital 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 | $323K | Hold |
1,114
| – | – | 0.13% | 57 |
|
|
2025
Q1 | $273K | Hold |
1,114
| – | – | 0.11% | 66 |
|
|
2024
Q4 | $267K | Hold |
1,114
| – | – | 0.11% | 64 |
|
|
2024
Q3 | $235K | Sell |
1,114
-32
| -3% | -$6.75K | 0.09% | 70 |
|
|
2024
Q2 | $232K | Buy |
1,146
+32
| +3% | +$6.47K | 0.1% | 68 |
|
|
2024
Q1 | $223K | Buy |
+1,114
| New | +$223K | 0.1% | 67 |
|
|
2023
Q2 | – | Sell |
-2,609
| Closed | -$340K | – | 77 |
|
|
2023
Q1 | $340K | Sell |
2,609
-628
| -19% | -$81.8K | 0.18% | 46 |
|
|
2022
Q4 | $434K | Hold |
3,237
| – | – | 0.24% | 39 |
|
|
2022
Q3 | $338K | Buy |
3,237
+178
| +6% | +$18.6K | 0.21% | 42 |
|
|
2022
Q2 | $350K | Sell |
3,059
-655
| -18% | -$74.9K | 0.2% | 48 |
|
|
2022
Q1 | $506K | Sell |
3,714
-409
| -10% | -$55.7K | 0.26% | 38 |
|
|
2021
Q4 | $653K | Buy |
4,123
+42
| +1% | +$6.65K | 0.34% | 33 |
|
|
2021
Q3 | $668K | Buy |
4,081
+46
| +1% | +$7.53K | 0.35% | 33 |
|
|
2021
Q2 | $628K | Buy |
4,035
+129
| +3% | +$20.1K | 0.31% | 36 |
|
|
2021
Q1 | $595K | Buy |
3,906
+33
| +0.9% | +$5.03K | 0.32% | 36 |
|
|
2020
Q4 | $492K | Buy |
3,873
+329
| +9% | +$41.8K | 0.28% | 36 |
|
|
2020
Q3 | $341K | Hold |
3,544
| – | – | 0.23% | 41 |
|
|
2020
Q2 | $350K | Sell |
3,544
-575
| -14% | -$56.7K | 0.23% | 43 |
|
|
2020
Q1 | $371K | Buy |
4,119
+148
| +4% | +$13.3K | 0.3% | 36 |
|
|
2019
Q4 | $554K | Hold |
3,971
| – | – | 0.37% | 34 |
|
|
2019
Q3 | $467K | Hold |
3,971
| – | – | 0.34% | 37 |
|
|
2019
Q2 | $444K | Sell |
3,971
-2,056
| -34% | -$230K | 0.32% | 35 |
|
|
2019
Q1 | $610K | Buy |
+6,027
| New | +$610K | 0.47% | 27 |
|