Cacti Asset Management’s JPMorgan Chase JPM Stock Holding History

Cacti Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.29M	Hold	10,060	–	–	0.17%	37
2026 Q1	$2.96M	Sell	10,060 -150	-1%	-$45.5K	0.18%	37
2025 Q4	$3.31M	Sell	10,210 -200	-2%	-$61.9K	0.2%	34
2025 Q3	$3.29M	Hold	10,410	–	–	0.22%	34
2025 Q2	$2.99M	Sell	10,410 -500	-5%	-$128K	0.21%	34
2025 Q1	$2.65M	Hold	10,910	–	–	0.21%	35
2024 Q4	$2.61M	Sell	10,910 -200	-2%	-$46.6K	0.2%	34
2024 Q3	$2.35M	Hold	11,110	–	–	0.18%	37
2024 Q2	$2.21M	Hold	11,110	–	–	0.17%	37
2024 Q1	$2.23M	Hold	11,110	–	–	0.18%	37
2023 Q4	$1.88M	Hold	11,110	–	–	0.16%	39
2023 Q3	$1.62M	Hold	11,110	–	–	0.15%	42
2023 Q2	$1.62M	Hold	11,110	–	–	0.14%	41
2023 Q1	$1.45M	Hold	11,110	–	–	0.13%	45
2022 Q4	$1.49M	Hold	11,110	–	–	0.14%	46
2022 Q3	$1.16M	Hold	11,110	–	–	0.12%	48
2022 Q2	$1.25M	Hold	11,110	–	–	0.12%	49
2022 Q1	$1.53M	Hold	11,110	–	–	0.12%	48
2021 Q4	$1.76M	Hold	11,110	–	–	0.14%	45
2021 Q3	$1.82M	Hold	11,110	–	–	0.15%	44
2021 Q2	$1.71M	Hold	11,110	–	–	0.14%	45
2021 Q1	$1.69M	Hold	11,110	–	–	0.15%	44
2020 Q4	$1.39M	Hold	11,110	–	–	0.14%	44
2020 Q3	$1.07M	Hold	11,110	–	–	0.12%	42
2020 Q2	$1.09M	Hold	11,110	–	–	0.12%	41
2020 Q1	$1.04M	Sell	11,110 -3,150	-22%	-$383K	0.12%	38
2019 Q4	$1.98M	Sell	14,260 -1,000	-7%	-$128K	0.15%	35
2019 Q3	$1.81M	Hold	15,260	–	–	0.14%	35
2019 Q2	$1.66M	Sell	15,260 -1,000	-6%	-$110K	0.13%	37
2019 Q1	$1.65M	Hold	16,260	–	–	0.13%	37
2018 Q4	$1.59M	Buy	16,260 +660	+4%	+$70.3K	0.14%	38
2018 Q3	$1.79M	Hold	15,600	–	–	0.13%	39
2018 Q2	$1.64M	Hold	15,600	–	–	0.13%	41
2018 Q1	$1.69M	Sell	15,600 -1,000	-6%	-$113K	0.14%	38
2017 Q4	$1.77M	Hold	16,600	–	–	0.14%	40
2017 Q3	$1.58M	Hold	16,600	–	–	0.13%	41
2017 Q2	$1.51M	Hold	16,600	–	–	0.14%	44
2017 Q1	$1.48M	Hold	16,600	–	–	0.13%	43
2016 Q4	$1.43M	Hold	16,600	–	–	0.14%	44
2016 Q3	$1.1M	Hold	16,600	–	–	0.11%	45
2016 Q2	$1.03M	Hold	16,600	–	–	0.11%	45
2016 Q1	$991K	Hold	16,600	–	–	0.11%	46
2015 Q4	$1.1M	Hold	16,600	–	–	0.12%	46
2015 Q3	$1.01M	Hold	16,600	–	–	0.11%	46
2015 Q2	$1.13M	Hold	16,600	–	–	0.12%	44
2015 Q1	$1.01M	Hold	16,600	–	–	0.11%	44
2014 Q4	$1.04M	Hold	16,600	–	–	0.12%	47
2014 Q3	$1M	Hold	16,600	–	–	0.12%	45
2014 Q2	$955K	Hold	16,600	–	–	0.12%	46
2014 Q1	$1.01M	Hold	16,600	–	–	0.14%	45
2013 Q4	$971K	Hold	16,600	–	–	0.15%	44
2013 Q3	$858K	Hold	16,600	–	–	0.15%	45
2013 Q2	$876K	Buy	+16,600	New	+$844K	0.17%	42

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