CC
Cadinha & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
99,125
+39,443
| +66% | +$11.4M | 4.77% | 6 |
|
|
2025
Q1 | $14.6M | Sell |
59,682
-64,491
| -52% | -$15.8M | 3.15% | 12 |
|
|
2024
Q4 | $29.8M | Buy |
+124,173
| New | +$29.8M | 4.94% | 5 |
|
|
2024
Q3 | – | Sell |
-1,015
| Closed | -$205K | – | 102 |
|
|
2024
Q2 | $205K | Buy |
+1,015
| New | +$205K | 0.04% | 94 |
|
|
2022
Q1 | – | Sell |
-2,969
| Closed | -$470K | – | 115 |
|
|
2021
Q4 | $470K | Sell |
2,969
-105
| -3% | -$16.6K | 0.06% | 79 |
|
|
2021
Q3 | $503K | Sell |
3,074
-121
| -4% | -$19.8K | 0.07% | 82 |
|
|
2021
Q2 | $497K | Sell |
3,195
-79
| -2% | -$12.3K | 0.07% | 84 |
|
|
2021
Q1 | $498K | Buy |
3,274
+300
| +10% | +$45.6K | 0.07% | 81 |
|
|
2020
Q4 | $378K | Sell |
2,974
-6,070
| -67% | -$772K | 0.05% | 89 |
|
|
2020
Q3 | $871K | Sell |
9,044
-1,204
| -12% | -$116K | 0.15% | 52 |
|
|
2020
Q2 | $964K | Sell |
10,248
-155
| -1% | -$14.6K | 0.16% | 53 |
|
|
2020
Q1 | $937K | Sell |
10,403
-166,280
| -94% | -$15M | 0.25% | 44 |
|
|
2019
Q4 | $24.6M | Buy |
176,683
+2,637
| +2% | +$368K | 3.48% | 6 |
|
|
2019
Q3 | $20.5M | Buy |
174,046
+433
| +0.2% | +$51K | 3.31% | 9 |
|
|
2019
Q2 | $19.4M | Sell |
173,613
-8,243
| -5% | -$922K | 3.51% | 8 |
|
|
2019
Q1 | $18.4M | Buy |
181,856
+37,209
| +26% | +$3.77M | 3.6% | 8 |
|
|
2018
Q4 | $14.1M | Buy |
144,647
+653
| +0.5% | +$63.7K | 3.5% | 12 |
|
|
2018
Q3 | $16.2M | Sell |
143,994
-536
| -0.4% | -$60.5K | 2.57% | 17 |
|
|
2018
Q2 | $15.1M | Buy |
144,530
+3,146
| +2% | +$328K | 2.76% | 15 |
|
|
2018
Q1 | $15.5M | Sell |
141,384
-3,243
| -2% | -$357K | 3.14% | 12 |
|
|
2017
Q4 | $15.5M | Sell |
144,627
-1,656
| -1% | -$177K | 2.14% | 19 |
|
|
2017
Q3 | $14M | Sell |
146,283
-46,136
| -24% | -$4.41M | 2.38% | 16 |
|
|
2017
Q2 | $17.6M | Buy |
192,419
+4,714
| +3% | +$431K | 3.07% | 12 |
|
|
2017
Q1 | $16.5M | Buy |
187,705
+570
| +0.3% | +$50.1K | 3.26% | 11 |
|
|
2016
Q4 | $16.1M | Buy |
187,135
+27,797
| +17% | +$2.4M | 2.78% | 10 |
|
|
2016
Q3 | $10.6M | Sell |
159,338
-1,065
| -0.7% | -$70.9K | 2.16% | 23 |
|
|
2016
Q2 | $9.97M | Sell |
160,403
-39,556
| -20% | -$2.46M | 2.14% | 24 |
|
|
2016
Q1 | $11.8M | Buy |
+199,959
| New | +$11.8M | 3.05% | 17 |
|