CSC
Caldwell Sutter Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
9,488
-84
| -0.9% | -$24.4K | 1.26% | 14 |
|
|
2025
Q1 | $2.35M | Sell |
9,572
-538
| -5% | -$132K | 1.12% | 16 |
|
|
2024
Q4 | $2.42M | Buy |
10,110
+712
| +8% | +$171K | 1.13% | 15 |
|
|
2024
Q3 | $1.98M | Sell |
9,398
-133
| -1% | -$28K | 0.92% | 24 |
|
|
2024
Q2 | $1.93M | Buy |
9,531
+517
| +6% | +$105K | 0.95% | 18 |
|
|
2024
Q1 | $1.81M | Sell |
9,014
-164
| -2% | -$32.8K | 0.87% | 22 |
|
|
2023
Q4 | $1.56M | Sell |
9,178
-65
| -0.7% | -$11.1K | 0.79% | 30 |
|
|
2023
Q3 | $1.34M | Sell |
9,243
-351
| -4% | -$50.9K | 0.74% | 32 |
|
|
2023
Q2 | $1.4M | Buy |
9,594
+3,331
| +53% | +$484K | 0.73% | 31 |
|
|
2023
Q1 | $816K | Buy |
6,263
+2,342
| +60% | +$305K | 0.59% | 44 |
|
|
2022
Q4 | $526K | Buy |
+3,921
| New | +$526K | 0.46% | 58 |
|