W.H. Cornerstone Investments’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 | $535K | Sell |
1,845
-235
| -11% | -$68.1K | 0.34% | 68 |
|
|
2025
Q1 | $510K | Buy |
2,080
+6
| +0.3% | +$1.47K | 0.35% | 66 |
|
|
2024
Q4 | $497K | Sell |
2,074
-330
| -14% | -$79.1K | 0.33% | 74 |
|
|
2024
Q3 | $507K | Buy |
2,404
+388
| +19% | +$81.8K | 0.34% | 63 |
|
|
2024
Q2 | $408K | Sell |
2,016
-9
| -0.4% | -$1.82K | 0.29% | 71 |
|
|
2024
Q1 | $406K | Buy |
2,025
+509
| +34% | +$102K | 0.29% | 79 |
|
|
2023
Q4 | $258K | Buy |
1,516
+96
| +7% | +$16.3K | 0.2% | 109 |
|
|
2023
Q3 | $206K | Buy |
+1,420
| New | +$206K | 0.18% | 123 |
|