TAGStone Capital’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 | $854K | Buy |
2,956
+321
| +12% | +$92.7K | 0.35% | 52 |
|
|
2025
Q1 | $646K | Sell |
2,635
-137
| -5% | -$33.6K | 0.32% | 57 |
|
|
2024
Q4 | $664K | Buy |
2,772
+123
| +5% | +$29.5K | 0.33% | 53 |
|
|
2024
Q3 | $558K | Buy |
2,649
+114
| +4% | +$24K | 0.29% | 57 |
|
|
2024
Q2 | $513K | Buy |
2,535
+66
| +3% | +$13.4K | 0.29% | 55 |
|
|
2024
Q1 | $494K | Buy |
2,469
+110
| +5% | +$22K | 0.29% | 57 |
|
|
2023
Q4 | $401K | Buy |
2,359
+16
| +0.7% | +$2.72K | 0.26% | 61 |
|
|
2023
Q3 | $340K | Buy |
2,343
+117
| +5% | +$17K | 0.25% | 66 |
|
|
2023
Q2 | $324K | Sell |
2,226
-93
| -4% | -$13.5K | 0.23% | 67 |
|
|
2023
Q1 | $302K | Sell |
2,319
-26
| -1% | -$3.39K | 0.23% | 66 |
|
|
2022
Q4 | $314K | Buy |
+2,345
| New | +$314K | 0.26% | 59 |
|