CCA
Cadent Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
1,856
-75
| -4% | -$21.7K | 0.17% | 92 |
|
|
2025
Q1 | $474K | Buy |
1,931
+5
| +0.3% | +$1.23K | 0.17% | 79 |
|
|
2024
Q4 | $462K | Buy |
1,926
+268
| +16% | +$64.3K | 0.16% | 84 |
|
|
2024
Q3 | $350K | Buy |
1,658
+321
| +24% | +$67.7K | 0.11% | 110 |
|
|
2024
Q2 | $270K | Buy |
1,337
+3
| +0.2% | +$607 | 0.11% | 108 |
|
|
2024
Q1 | $267K | Buy |
1,334
+3
| +0.2% | +$601 | 0.11% | 108 |
|
|
2023
Q4 | $226K | Buy |
+1,331
| New | +$226K | 0.11% | 108 |
|
|
2022
Q2 | – | Sell |
-3,155
| Closed | -$430K | – | 128 |
|
|
2022
Q1 | $430K | Buy |
3,155
+1,113
| +55% | +$152K | 0.2% | 74 |
|
|
2021
Q4 | $323K | Sell |
2,042
-116
| -5% | -$18.3K | 0.14% | 88 |
|
|
2021
Q3 | $353K | Sell |
2,158
-44
| -2% | -$7.2K | 0.16% | 81 |
|
|
2021
Q2 | $342K | Buy |
2,202
+105
| +5% | +$16.3K | 0.14% | 94 |
|
|
2021
Q1 | $319K | Buy |
2,097
+144
| +7% | +$21.9K | 0.14% | 91 |
|
|
2020
Q4 | $248K | Buy |
+1,953
| New | +$248K | 0.12% | 94 |
|