Calton & Associates’s JPMorgan Chase JPM Stock Holding History

Calton & Associates’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.23M	Buy	11,131 +1,927	+21%	+$559K	0.56%	39
2025 Q1	$2.26M	Buy	9,204 +2,146	+30%	+$526K	0.52%	44
2024 Q4	$1.69M	Sell	7,058 -808	-10%	-$194K	0.75%	27
2024 Q3	$1.66M	Sell	7,866 -420	-5%	-$88.6K	0.63%	38
2024 Q2	$1.68M	Sell	8,286 -96	-1%	-$19.4K	0.84%	28
2024 Q1	$1.68M	Sell	8,382 -1,811	-18%	-$363K	0.82%	27
2023 Q4	$1.73M	Buy	10,193 +8,330	+447%	+$1.42M	0.7%	35
2023 Q3	$270K	Sell	1,863 -8,686	-82%	-$1.26M	0.39%	71
2023 Q2	$1.53M	Buy	10,549 +2,013	+24%	+$293K	0.72%	37
2023 Q1	$1.11M	Sell	8,536 -815	-9%	-$106K	0.52%	54
2022 Q4	$1.25M	Buy	9,351 +2,923	+45%	+$392K	0.49%	52
2022 Q3	$671K	Sell	6,428 -1,063	-14%	-$111K	0.38%	66
2022 Q2	$843K	Sell	7,491 -7,041	-48%	-$792K	0.47%	49
2022 Q1	$1.3M	Sell	14,532 -1,962	-12%	-$176K	0.39%	66
2021 Q4	$1.83M	Sell	16,494 -1,204	-7%	-$133K	0.49%	50
2021 Q3	$2.08M	Buy	17,698 +5,583	+46%	+$657K	0.46%	55
2021 Q2	$1.89M	Sell	12,115 -7,518	-38%	-$1.17M	0.36%	61
2021 Q1	$2.23M	Buy	19,633 +2,184	+13%	+$248K	0.43%	45
2020 Q4	$2.22M	Sell	17,449 -6,883	-28%	-$875K	0.4%	52
2020 Q3	$1.87M	Buy	24,332 +4,822	+25%	+$370K	0.38%	56
2020 Q2	$1.84M	Sell	19,510 -4,260	-18%	-$401K	0.4%	55
2020 Q1	$1.7M	Buy	23,770 +1,965	+9%	+$140K	0.42%	52
2019 Q4	$2.35M	Sell	21,805 -1,011	-4%	-$109K	0.47%	44
2019 Q3	$2.1M	Buy	22,816 +1,713	+8%	+$158K	0.47%	43
2019 Q2	$1.81M	Buy	21,103 +4,999	+31%	+$428K	0.51%	36
2019 Q1	$1.63M	Buy	16,104 +839	+5%	+$84.9K	0.5%	36
2018 Q4	$1.49M	Sell	15,265 -1,634	-10%	-$159K	0.55%	31
2018 Q3	$1.91M	Sell	16,899 -663	-4%	-$74.8K	0.56%	28
2018 Q2	$2.07M	Sell	17,562 -10,946	-38%	-$1.29M	0.6%	24
2018 Q1	$3.14M	Buy	28,508 +8	+0%	+$880	0.91%	19
2017 Q4	$3.25M	Buy	+28,500	New	+$3.25M	0.82%	17