Cambridge Investment Research Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Sell |
615,532
-6,134
| -1% | -$1.78M | 0.54% | 21 |
|
|
2025
Q1 | $152M | Buy |
621,666
+24,695
| +4% | +$6.06M | 0.51% | 21 |
|
|
2024
Q4 | $143M | Sell |
596,971
-5,414
| -0.9% | -$1.3M | 0.48% | 26 |
|
|
2024
Q3 | $127M | Buy |
602,385
+9,767
| +2% | +$2.06M | 0.43% | 30 |
|
|
2024
Q2 | $120M | Sell |
592,618
-14,031
| -2% | -$2.84M | 0.44% | 29 |
|
|
2024
Q1 | $122M | Buy |
606,649
+3,999
| +0.7% | +$801K | 0.47% | 28 |
|
|
2023
Q4 | $103M | Sell |
602,650
-33,759
| -5% | -$5.74M | 0.44% | 30 |
|
|
2023
Q3 | $92.3M | Buy |
636,409
+12,236
| +2% | +$1.77M | 0.43% | 36 |
|
|
2023
Q2 | $90.8M | Sell |
624,173
-20,997
| -3% | -$3.05M | 0.41% | 40 |
|
|
2023
Q1 | $84.1M | Sell |
645,170
-4,145
| -0.6% | -$540K | 0.41% | 39 |
|
|
2022
Q4 | $87.1M | Sell |
649,315
-1,572
| -0.2% | -$211K | 0.45% | 37 |
|
|
2022
Q3 | $68M | Sell |
650,887
-19,375
| -3% | -$2.02M | 0.38% | 46 |
|
|
2022
Q2 | $75.5M | Buy |
670,262
+38,577
| +6% | +$4.34M | 0.41% | 45 |
|
|
2022
Q1 | $86.1M | Buy |
631,685
+37,051
| +6% | +$5.05M | 0.4% | 39 |
|
|
2021
Q4 | $94.2M | Buy |
594,634
+29,618
| +5% | +$4.69M | 0.42% | 34 |
|
|
2021
Q3 | $92.5M | Sell |
565,016
-17,121
| -3% | -$2.8M | 0.46% | 31 |
|
|
2021
Q2 | $90.5M | Buy |
582,137
+46,397
| +9% | +$7.22M | 0.43% | 37 |
|
|
2021
Q1 | $81.6M | Sell |
535,740
-21,893
| -4% | -$3.33M | 0.44% | 35 |
|
|
2020
Q4 | $70.9M | Sell |
557,633
-24,905
| -4% | -$3.16M | 0.41% | 38 |
|
|
2020
Q3 | $56.1M | Buy |
582,538
+71,343
| +14% | +$6.87M | 0.38% | 50 |
|
|
2020
Q2 | $48.1M | Buy |
511,195
+66,614
| +15% | +$6.27M | 0.36% | 53 |
|
|
2020
Q1 | $40M | Buy |
444,581
+73,422
| +20% | +$6.61M | 0.38% | 50 |
|
|
2019
Q4 | $51.7M | Buy |
371,159
+23,286
| +7% | +$3.25M | 0.4% | 39 |
|
|
2019
Q3 | $40.9M | Buy |
347,873
+11,982
| +4% | +$1.41M | 0.36% | 50 |
|
|
2019
Q2 | $37.6M | Buy |
335,891
+9,884
| +3% | +$1.11M | 0.34% | 52 |
|
|
2019
Q1 | $33M | Buy |
326,007
+10,845
| +3% | +$1.1M | 0.32% | 60 |
|
|
2018
Q4 | $30.8M | Buy |
315,162
+6,365
| +2% | +$621K | 0.34% | 55 |
|
|
2018
Q3 | $34.8M | Buy |
308,797
+33,625
| +12% | +$3.79M | 0.33% | 52 |
|
|
2018
Q2 | $28.7M | Buy |
275,172
+5,261
| +2% | +$548K | 0.3% | 63 |
|
|
2018
Q1 | $29.7M | Buy |
269,911
+34,489
| +15% | +$3.79M | 0.33% | 47 |
|
|
2017
Q4 | $25.2M | Buy |
235,422
+12,348
| +6% | +$1.32M | 0.3% | 58 |
|
|
2017
Q3 | $21.3M | Buy |
223,074
+10,182
| +5% | +$972K | 0.29% | 62 |
|
|
2017
Q2 | $19.5M | Buy |
212,892
+18,825
| +10% | +$1.72M | 0.29% | 69 |
|
|
2017
Q1 | $17M | Buy |
194,067
+27,773
| +17% | +$2.44M | 0.29% | 71 |
|
|
2016
Q4 | $14.4M | Buy |
166,294
+17,113
| +11% | +$1.48M | 0.27% | 75 |
|
|
2016
Q3 | $9.93M | Buy |
149,181
+1,491
| +1% | +$99.3K | 0.18% | 103 |
|
|
2016
Q2 | $9.18M | Buy |
147,690
+5,279
| +4% | +$328K | 0.19% | 103 |
|
|
2016
Q1 | $8.43M | Buy |
142,411
+674
| +0.5% | +$39.9K | 0.19% | 107 |
|
|
2015
Q4 | $9.36M | Buy |
141,737
+6,009
| +4% | +$397K | 0.22% | 98 |
|
|
2015
Q3 | $8.28M | Sell |
135,728
-813
| -0.6% | -$49.6K | 0.24% | 87 |
|
|
2015
Q2 | $9.25M | Buy |
136,541
+8,146
| +6% | +$552K | 0.26% | 86 |
|
|
2015
Q1 | $7.78M | Sell |
128,395
-5,723
| -4% | -$347K | 0.22% | 93 |
|
|
2014
Q4 | $8.39M | Buy |
134,118
+6,610
| +5% | +$414K | 0.26% | 81 |
|
|
2014
Q3 | $7.68M | Buy |
127,508
+8,988
| +8% | +$541K | 0.23% | 95 |
|
|
2014
Q2 | $6.83M | Sell |
118,520
-2,530
| -2% | -$146K | 0.24% | 93 |
|
|
2014
Q1 | $7.35M | Buy |
121,050
+4,889
| +4% | +$297K | 0.28% | 76 |
|
|
2013
Q4 | $6.79M | Buy |
116,161
+5,255
| +5% | +$307K | 0.28% | 73 |
|
|
2013
Q3 | $5.73M | Buy |
110,906
+12,140
| +12% | +$628K | 0.25% | 86 |
|
|
2013
Q2 | $5.21M | Buy |
+98,766
| New | +$5.21M | 0.27% | 82 |
|