Cahill Financial 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 | $1.99M | Sell |
6,879
-377
| -5% | -$109K | 0.25% | 71 |
|
|
2025
Q1 | $1.78M | Buy |
7,256
+239
| +3% | +$58.6K | 0.24% | 73 |
|
|
2024
Q4 | $1.68M | Buy |
7,017
+1,533
| +28% | +$367K | 0.23% | 80 |
|
|
2024
Q3 | $1.16M | Buy |
5,484
+565
| +11% | +$119K | 0.16% | 102 |
|
|
2024
Q2 | $995K | Buy |
4,919
+115
| +2% | +$23.3K | 0.14% | 123 |
|
|
2024
Q1 | $962K | Buy |
4,804
+1,496
| +45% | +$300K | 0.13% | 126 |
|
|
2023
Q4 | $563K | Sell |
3,308
-332
| -9% | -$56.5K | 0.08% | 155 |
|
|
2023
Q3 | $528K | Sell |
3,640
-2,091
| -36% | -$303K | 0.09% | 155 |
|
|
2023
Q2 | $834K | Buy |
5,731
+2,017
| +54% | +$293K | 0.13% | 127 |
|
|
2023
Q1 | $484K | Sell |
3,714
-2,819
| -43% | -$367K | 0.09% | 154 |
|
|
2022
Q4 | $876K | Buy |
6,533
+1,109
| +20% | +$149K | 0.17% | 125 |
|
|
2022
Q3 | $567K | Buy |
5,424
+138
| +3% | +$14.4K | 0.12% | 144 |
|
|
2022
Q2 | $595K | Buy |
5,286
+1,127
| +27% | +$127K | 0.13% | 139 |
|
|
2022
Q1 | $567K | Sell |
4,159
-61
| -1% | -$8.32K | 0.11% | 150 |
|
|
2021
Q4 | $669K | Sell |
4,220
-26
| -0.6% | -$4.12K | 0.13% | 141 |
|
|
2021
Q3 | $695K | Buy |
4,246
+311
| +8% | +$50.9K | 0.14% | 130 |
|
|
2021
Q2 | $612K | Sell |
3,935
-35
| -0.9% | -$5.44K | 0.14% | 131 |
|
|
2021
Q1 | $605K | Buy |
3,970
+1,157
| +41% | +$176K | 0.15% | 125 |
|
|
2020
Q4 | $358K | Buy |
+2,813
| New | +$358K | 0.09% | 150 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$210K | – | 159 |
|
|
2019
Q4 | $210K | Buy |
+1,500
| New | +$210K | 0.08% | 155 |
|