Camarda Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $656K | Sell |
2,229
-8,357
| -79% | -$2.54M | 0.35% | 81 |
|
|
2025
Q4 | $3.41M | Sell |
10,586
-580
| -5% | -$180K | 1.3% | 21 |
|
|
2025
Q3 | $3.52M | Buy |
11,166
+396
| +4% | +$118K | 1.3% | 18 |
|
|
2025
Q2 | $3.12M | Sell |
10,770
-290
| -3% | -$74K | 1.23% | 20 |
|
|
2025
Q1 | $2.71M | Sell |
11,060
-448
| -4% | -$114K | 1.22% | 20 |
|
|
2024
Q4 | $2.76M | Sell |
11,508
-236
| -2% | -$55K | 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% | +$126K | 0.96% | 29 |
|
|
2024
Q1 | $2.29M | Sell |
11,454
-261
| -2% | -$47.1K | 0.93% | 25 |
|
|
2023
Q4 | $1.99M | Buy |
11,715
+301
| +3% | +$45.6K | 0.86% | 29 |
|
|
2023
Q3 | $1.66M | Buy |
+11,414
| New | +$1.71M | 1.07% | 28 |
|
|
2021
Q3 | – | Sell |
-1,311
| Closed | -$204K | – | 97 |
|
|
2021
Q2 | $204K | Buy |
+1,311
| New | +$206K | 0.13% | 82 |
|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$123K | – | 269 |
|
|
2019
Q2 | $123K | Sell |
1,102
-128
| -10% | -$14.1K | 0.24% | 46 |
|
|
2019
Q1 | $125K | Buy |
1,230
+680
| +124% | +$70.1K | 0.24% | 52 |
|
|
2018
Q4 | $54K | Sell |
550
-304
| -36% | -$32.4K | 0.06% | 83 |
|
|
2018
Q3 | $96K | Buy |
854
+145
| +20% | +$16.5K | 0.11% | 87 |
|
|
2018
Q2 | $74K | Hold |
709
| – | – | 0.08% | 104 |
|
|
2018
Q1 | $78K | Buy |
709
+600
| +550% | +$67.9K | 0.08% | 97 |
|
|
2017
Q4 | $76K | Sell |
109
-685
| -86% | -$69.4K | 0.09% | 98 |
|
|
2017
Q3 | $76K | Hold |
794
| – | – | 0.08% | 102 |
|
|
2017
Q2 | $73K | Sell |
794
-270
| -25% | -$23.3K | 0.08% | 100 |
|
|
2017
Q1 | $93K | Sell |
1,064
-507
| -32% | -$44.7K | 0.09% | 96 |
|
|
2016
Q4 | $136K | Buy |
1,571
+407
| +35% | +$31K | 0.09% | 98 |
|
|
2016
Q3 | $78K | Hold |
1,164
| – | – | 0.05% | 111 |
|
|
2016
Q2 | $72K | Buy |
1,164
+761
| +189% | +$47.5K | 0.05% | 119 |
|
|
2016
Q1 | $24K | Hold |
403
| – | – | 0.01% | 158 |
|
|
2015
Q4 | $27K | Buy |
403
+303
| +303% | +$19.7K | 0.02% | 168 |
|
|
2015
Q3 | $6K | Buy |
+100
| New | +$6.55K | ﹤0.01% | 149 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$3K | – | 249 |
|
|
2015
Q1 | $3K | Sell |
43
-1,200
| -97% | -$71.1K | ﹤0.01% | 220 |
|
|
2014
Q4 | $78K | Buy |
1,243
+1,200
| +2,791% | +$72.2K | 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 | +$2.36K | ﹤0.01% | 156 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$4K | – | 162 |
|
|
2013
Q2 | $4K | Buy |
+80
| New | +$4.07K | ﹤0.01% | 216 |
|
Other funds holding JPM
VCM
VPM
Camarda Financial Advisors's JPM Position: Q1 2026 in Review
Camarda Financial Advisors reduced its JPMorgan Chase (JPM) stake by 79% in Q1 2026, selling an estimated $2.54M and leaving 2,229 shares worth $656K. The position accounts for 0.35% of the portfolio, ranked #81.
Camarda Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.52M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Camarda Financial Advisors held 2,229 shares of JPMorgan Chase worth $656K as of Q1 2026.
- Camarda Financial Advisors sold 8,357 JPMorgan Chase shares in Q1 2026, an estimated $2.54M.
- JPMorgan Chase made up 0.35% of Camarda Financial Advisors's portfolio in Q1 2026, its #81 holding.
- Camarda Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 35 quarters since.
- Camarda Financial Advisors's JPMorgan Chase position peaked at $3.52M in Q3 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.