Caerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
1,133
| – | – | 0.31% | 25 |
|
|
2025
Q1 | $278K | Hold |
1,133
| – | – | 0.27% | 25 |
|
|
2024
Q4 | $272K | Hold |
1,133
| – | – | 0.26% | 25 |
|
|
2024
Q3 | $239K | Hold |
1,133
| – | – | 0.23% | 28 |
|
|
2024
Q2 | $229K | Hold |
1,133
| – | – | 0.22% | 29 |
|
|
2024
Q1 | $227K | Buy |
+1,133
| New | +$227K | 0.22% | 32 |
|
|
2022
Q1 | – | Sell |
-1,696
| Closed | -$269K | – | 60 |
|
|
2021
Q4 | $269K | Buy |
+1,696
| New | +$269K | 0.29% | 47 |
|