Camarda 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 | $3.12M | Sell |
10,770
-290
| -3% | -$84.1K | 1.23% | 20 |
|
|
2025
Q1 | $2.71M | Sell |
11,060
-448
| -4% | -$110K | 1.22% | 20 |
|
|
2024
Q4 | $2.76M | Sell |
11,508
-236
| -2% | -$56.6K | 1.04% | 24 |
|
|
2024
Q3 | $2.48M | Sell |
11,744
-354
| -3% | -$74.6K | 0.93% | 36 |
|
|
2024
Q2 | $2.45M | Buy |
12,098
+644
| +6% | +$130K | 0.96% | 29 |
|
|
2024
Q1 | $2.29M | Sell |
11,454
-261
| -2% | -$52.3K | 0.93% | 25 |
|
|
2023
Q4 | $1.99M | Buy |
11,715
+301
| +3% | +$51.2K | 0.86% | 29 |
|
|
2023
Q3 | $1.66M | Buy |
+11,414
| New | +$1.66M | 1.07% | 28 |
|
|
2021
Q3 | – | Sell |
-1,311
| Closed | -$204K | – | 97 |
|
|
2021
Q2 | $204K | Buy |
+1,311
| New | +$204K | 0.13% | 82 |
|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$123K | – | 269 |
|
|
2019
Q2 | $123K | Sell |
1,102
-128
| -10% | -$14.3K | 0.24% | 46 |
|
|
2019
Q1 | $125K | Buy |
1,230
+680
| +124% | +$69.1K | 0.24% | 52 |
|
|
2018
Q4 | $54K | Sell |
550
-304
| -36% | -$29.8K | 0.06% | 83 |
|
|
2018
Q3 | $96K | Buy |
854
+145
| +20% | +$16.3K | 0.11% | 87 |
|
|
2018
Q2 | $74K | Hold |
709
| – | – | 0.08% | 104 |
|
|
2018
Q1 | $78K | Buy |
709
+600
| +550% | +$66K | 0.08% | 97 |
|
|
2017
Q4 | $76K | Sell |
109
-685
| -86% | -$478K | 0.09% | 98 |
|
|
2017
Q3 | $76K | Hold |
794
| – | – | 0.08% | 102 |
|
|
2017
Q2 | $73K | Sell |
794
-270
| -25% | -$24.8K | 0.08% | 100 |
|
|
2017
Q1 | $93K | Sell |
1,064
-507
| -32% | -$44.3K | 0.09% | 96 |
|
|
2016
Q4 | $136K | Buy |
1,571
+407
| +35% | +$35.2K | 0.09% | 98 |
|
|
2016
Q3 | $78K | Hold |
1,164
| – | – | 0.05% | 111 |
|
|
2016
Q2 | $72K | Buy |
1,164
+761
| +189% | +$47.1K | 0.05% | 119 |
|
|
2016
Q1 | $24K | Hold |
403
| – | – | 0.01% | 158 |
|
|
2015
Q4 | $27K | Buy |
403
+303
| +303% | +$20.3K | 0.02% | 168 |
|
|
2015
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 149 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$3K | – | 249 |
|
|
2015
Q1 | $3K | Sell |
43
-1,200
| -97% | -$83.7K | ﹤0.01% | 220 |
|
|
2014
Q4 | $78K | Buy |
1,243
+1,200
| +2,791% | +$75.3K | 0.05% | 108 |
|
|
2014
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 189 |
|
|
2014
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 198 |
|
|
2014
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 172 |
|
|
2013
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 156 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$4K | – | 162 |
|
|
2013
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 216 |
|