Cambria Investment Management’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 | $3.6M | Buy |
+12,401
| New | +$3.6M | 0.24% | 137 |
|
|
2022
Q3 | – | Sell |
-28,800
| Closed | -$3.24M | – | 264 |
|
|
2022
Q2 | $3.24M | Buy |
28,800
+2,880
| +11% | +$324K | 0.42% | 116 |
|
|
2022
Q1 | $3.53M | Buy |
25,920
+8,640
| +50% | +$1.18M | 0.45% | 116 |
|
|
2021
Q4 | $2.74M | Buy |
17,280
+1,760
| +11% | +$279K | 0.46% | 106 |
|
|
2021
Q3 | $2.54M | Sell |
15,520
-640
| -4% | -$105K | 0.47% | 101 |
|
|
2021
Q2 | $2.51M | Buy |
16,160
+2,240
| +16% | +$348K | 0.43% | 117 |
|
|
2021
Q1 | $2.12M | Buy |
13,920
+8,292
| +147% | +$1.26M | 0.42% | 126 |
|
|
2020
Q4 | $715K | Sell |
5,628
-304
| -5% | -$38.6K | 0.24% | 112 |
|
|
2020
Q3 | $571K | Buy |
5,932
+152
| +3% | +$14.6K | 0.21% | 109 |
|
|
2020
Q2 | $544K | Sell |
5,780
-1,216
| -17% | -$114K | 0.2% | 105 |
|
|
2020
Q1 | $630K | Sell |
6,996
-1,672
| -19% | -$151K | 0.24% | 77 |
|
|
2019
Q4 | $1.21M | Sell |
8,668
-41,149
| -83% | -$5.73M | 0.32% | 69 |
|
|
2019
Q3 | $5.86M | Sell |
49,817
-383
| -0.8% | -$45.1K | 0.88% | 31 |
|
|
2019
Q2 | $5.61M | Buy |
50,200
+924
| +2% | +$103K | 0.86% | 33 |
|
|
2019
Q1 | $4.99M | Buy |
49,276
+610
| +1% | +$61.7K | 0.77% | 38 |
|
|
2018
Q4 | $4.75M | Sell |
48,666
-729
| -1% | -$71.2K | 0.81% | 32 |
|
|
2018
Q3 | $5.57M | Sell |
49,395
-2,652
| -5% | -$299K | 0.82% | 29 |
|
|
2018
Q2 | $5.58M | Sell |
52,047
-3,392
| -6% | -$364K | 0.83% | 29 |
|
|
2018
Q1 | $6.1M | Sell |
55,439
-16,857
| -23% | -$1.85M | 0.89% | 24 |
|
|
2017
Q4 | $7.73M | Sell |
72,296
-3,479
| -5% | -$372K | 1.08% | 14 |
|
|
2017
Q3 | $7.24M | Buy |
75,775
+41,918
| +124% | +$4M | 1.11% | 10 |
|
|
2017
Q2 | $3.1M | Buy |
33,857
+21,072
| +165% | +$1.93M | 0.67% | 46 |
|
|
2017
Q1 | $1.12M | Buy |
12,785
+157
| +1% | +$13.8K | 0.38% | 114 |
|
|
2016
Q4 | $1.09M | Buy |
+12,628
| New | +$1.09M | 0.45% | 108 |
|
|
2015
Q4 | – | Sell |
-179
| Closed | -$11K | – | 224 |
|
|
2015
Q3 | $11K | Hold |
179
| – | – | ﹤0.01% | 261 |
|
|
2015
Q2 | $12K | Buy |
179
+147
| +459% | +$9.86K | ﹤0.01% | 232 |
|
|
2015
Q1 | $2 | Buy |
+32
| New | +$2 | ﹤0.01% | 233 |
|