TAGStone Capital’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
Q3 | $932K | Hold |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $314K | Buy |
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