Cambridge Advisors’s JPMorgan Chase JPM Stock Holding History

Cambridge Advisors’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	$1.46M	Sell	5,026 -500	-9%	-$145K	0.3%	54
2025 Q1	$1.36M	Hold	5,526	–	–	0.3%	54
2024 Q4	$1.32M	Buy	5,526 +20	+0.4%	+$4.79K	0.3%	56
2024 Q3	$1.16M	Buy	5,506 +33	+0.6%	+$6.96K	0.25%	64
2024 Q2	$1.11M	Buy	5,473 +9	+0.2%	+$1.82K	0.26%	63
2024 Q1	$1.09M	Buy	5,464 +30	+0.6%	+$6.01K	0.26%	63
2023 Q4	$924K	Buy	5,434 +1	+0%	+$170	0.23%	72
2023 Q3	$788K	Hold	5,433	–	–	0.21%	80
2023 Q2	$790K	Sell	5,433 -4,038	-43%	-$587K	0.2%	80
2023 Q1	$1.23M	Buy	9,471 +41	+0.4%	+$5.34K	0.32%	54
2022 Q4	$1.26M	Buy	9,430 +131	+1%	+$17.6K	0.34%	48
2022 Q3	$972K	Buy	9,299 +2,489	+37%	+$260K	0.28%	60
2022 Q2	$767K	Sell	6,810 -256	-4%	-$28.8K	0.21%	80
2022 Q1	$963K	Buy	7,066 +434	+7%	+$59.1K	0.23%	70
2021 Q4	$1.05M	Buy	6,632 +29	+0.4%	+$4.59K	0.24%	69
2021 Q3	$1.08M	Buy	6,603 +23	+0.3%	+$3.77K	0.26%	67
2021 Q2	$1.02M	Hold	6,580	–	–	0.25%	72
2021 Q1	$1M	Buy	6,580 +1	+0%	+$152	0.26%	71
2020 Q4	$836K	Sell	6,579 -106	-2%	-$13.5K	0.23%	76
2020 Q3	$644K	Buy	6,685 +1	+0%	+$96	0.19%	79
2020 Q2	$629K	Sell	6,684 -2,300	-26%	-$216K	0.2%	80
2020 Q1	$809K	Buy	8,984 +896	+11%	+$80.7K	0.29%	57
2019 Q4	$1.13M	Buy	8,088 +26	+0.3%	+$3.62K	0.34%	50
2019 Q3	$949K	Buy	8,062 +25	+0.3%	+$2.94K	0.31%	58
2019 Q2	$899K	Sell	8,037 -1,392	-15%	-$156K	0.3%	60
2019 Q1	$954K	Sell	9,429 -222	-2%	-$22.5K	0.32%	53
2018 Q4	$942K	Buy	9,651 +2,754	+40%	+$269K	0.35%	51
2018 Q3	$778K	Sell	6,897 -2,449	-26%	-$276K	0.26%	69
2018 Q2	$974K	Buy	9,346 +24	+0.3%	+$2.5K	0.34%	55
2018 Q1	$1.03M	Sell	9,322 -47	-0.5%	-$5.17K	0.37%	52
2017 Q4	$1M	Buy	9,369 +1,176	+14%	+$126K	0.36%	53
2017 Q3	$783K	Buy	8,193 +25	+0.3%	+$2.39K	0.3%	59
2017 Q2	$747K	Buy	8,168 +176	+2%	+$16.1K	0.3%	62
2017 Q1	$702K	Sell	7,992 -514	-6%	-$45.1K	0.29%	69
2016 Q4	$734K	Buy	8,506 +1,242	+17%	+$107K	0.32%	63
2016 Q3	$484K	Buy	7,264 +45	+0.6%	+$3K	0.21%	83
2016 Q2	$449K	Buy	7,219 +42	+0.6%	+$2.61K	0.21%	85
2016 Q1	$425K	Buy	7,177 +46	+0.6%	+$2.72K	0.2%	85
2015 Q4	$471K	Buy	7,131 +39	+0.5%	+$2.58K	0.27%	80
2015 Q3	$432K	Buy	7,092 +38	+0.5%	+$2.32K	0.26%	79
2015 Q2	$478K	Sell	7,054 -17,422	-71%	-$1.18M	0.27%	76
2015 Q1	$2.46M	Buy	24,476 +18,299	+296%	+$1.84M	1.43%	15
2014 Q4	$387K	Buy	+6,177	New	+$387K	0.24%	86