Sunpointe’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 | $3.51M | Buy |
12,116
+5,427
| +81% | +$1.57M | 1.39% | 17 |
|
|
2025
Q1 | $1.64M | Sell |
6,689
-575
| -8% | -$141K | 0.87% | 30 |
|
|
2024
Q4 | $1.74M | Buy |
7,264
+12
| +0.2% | +$2.88K | 0.88% | 31 |
|
|
2024
Q3 | $1.53M | Sell |
7,252
-117
| -2% | -$24.7K | 1.26% | 13 |
|
|
2024
Q2 | $1.49M | Buy |
7,369
+188
| +3% | +$38K | 0.97% | 20 |
|
|
2024
Q1 | $1.44M | Sell |
7,181
-314
| -4% | -$62.9K | 1.6% | 11 |
|
|
2023
Q4 | $1.27M | Buy |
+7,495
| New | +$1.27M | 1.62% | 13 |
|