CAAS 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
Q1 | $1.02M | Sell |
4,175
-356
| -8% | -$87.3K | 0.11% | 53 |
|
|
2024
Q4 | $1.09M | Buy |
+4,531
| New | +$1.09M | 0.19% | 31 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 174 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 182 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 238 |
|
|
2023
Q4 | – | Sell |
-25,645
| Closed | -$3.72M | – | 279 |
|
|
2023
Q3 | $3.72M | Buy |
+25,645
| New | +$3.72M | 0.24% | 28 |
|
|
2023
Q2 | – | Sell |
-62,909
| Closed | -$8.2M | – | 354 |
|
|
2023
Q1 | $8.2M | Buy |
+62,909
| New | +$8.2M | 0.44% | 9 |
|
|
2022
Q4 | – | Sell |
-37,300
| Closed | -$3.9M | – | 536 |
|
|
2022
Q3 | $3.9M | Buy |
37,300
+23,721
| +175% | +$2.48M | 0.19% | 47 |
|
|
2022
Q2 | $1.53M | Sell |
13,579
-13,721
| -50% | -$1.54M | 0.08% | 100 |
|
|
2022
Q1 | $3.72M | Buy |
27,300
+23,000
| +535% | +$3.14M | 0.15% | 35 |
|
|
2021
Q4 | $681K | Buy |
+4,300
| New | +$681K | 0.02% | 196 |
|
|
2021
Q3 | – | Sell |
-283
| Closed | -$44K | – | 696 |
|
|
2021
Q2 | $44K | Sell |
283
-11,733
| -98% | -$1.82M | ﹤0.01% | 643 |
|
|
2021
Q1 | $1.83M | Sell |
12,016
-15,309
| -56% | -$2.33M | 0.02% | 303 |
|
|
2020
Q4 | $3.47M | Sell |
27,325
-4,275
| -14% | -$543K | 0.03% | 159 |
|
|
2020
Q3 | $3.04M | Buy |
31,600
+12,600
| +66% | +$1.21M | 0.07% | 105 |
|
|
2020
Q2 | $1.79M | Buy |
19,000
+3,000
| +19% | +$282K | 0.06% | 98 |
|
|
2020
Q1 | $1.44M | Buy |
+16,000
| New | +$1.44M | 0.15% | 35 |
|