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Cacti Asset Management’s JPMorgan Chase JPM Stock Holding History

Cacti Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.99M Sell
10,410
-500
-5% -$144K 0.21% 34
2025
Q1 		$2.65M Hold
10,910
– – 0.21% 35
2024
Q4 		$2.61M Sell
10,910
-200
-2% -$47.9K 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% -$295K 0.12% 38
2019
Q4 		$1.98M Sell
14,260
-1,000
-7% -$139K 0.15% 35
2019
Q3 		$1.81M Hold
15,260
– – 0.14% 35
2019
Q2 		$1.66M Sell
15,260
-1,000
-6% -$109K 0.13% 37
2019
Q1 		$1.65M Hold
16,260
– – 0.13% 37
2018
Q4 		$1.59M Buy
16,260
+660
+4% +$64.4K 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% -$108K 0.14% 38
2017
Q4 		$1.78M 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 		$1.11M 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 +$876K 0.17% 42