CAM
Campion Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,662
-184
| -4% | -$53.3K | 1.01% | 20 |
|
|
2025
Q1 | $1.19M | Sell |
4,846
-155
| -3% | -$38K | 0.92% | 21 |
|
|
2024
Q4 | $1.2M | Sell |
5,001
-28
| -0.6% | -$6.71K | 0.91% | 20 |
|
|
2024
Q3 | $1.06M | Sell |
5,029
-89
| -2% | -$18.8K | 0.78% | 23 |
|
|
2024
Q2 | $1.04M | Sell |
5,118
-75
| -1% | -$15.2K | 0.81% | 23 |
|
|
2024
Q1 | $1.04M | Buy |
5,193
+18
| +0.3% | +$3.61K | 0.8% | 23 |
|
|
2023
Q4 | $880K | Hold |
5,175
| – | – | 0.75% | 23 |
|
|
2023
Q3 | $750K | Hold |
5,175
| – | – | 0.69% | 29 |
|
|
2023
Q2 | $753K | Buy |
5,175
+110
| +2% | +$16K | 0.67% | 30 |
|
|
2023
Q1 | $660K | Buy |
5,065
+241
| +5% | +$31.4K | 0.62% | 33 |
|
|
2022
Q4 | $647K | Sell |
4,824
-313
| -6% | -$42K | 0.64% | 33 |
|
|
2022
Q3 | $537K | Hold |
5,137
| – | – | 0.57% | 39 |
|
|
2022
Q2 | $578K | Hold |
5,137
| – | – | 0.57% | 39 |
|
|
2022
Q1 | $700K | Hold |
5,137
| – | – | 0.6% | 38 |
|
|
2021
Q4 | $813K | Buy |
5,137
+600
| +13% | +$95K | 0.67% | 32 |
|
|
2021
Q3 | $743K | Sell |
4,537
-28
| -0.6% | -$4.59K | 0.66% | 30 |
|
|
2021
Q2 | $710K | Sell |
4,565
-1,220
| -21% | -$190K | 0.59% | 29 |
|
|
2021
Q1 | $881K | Buy |
+5,785
| New | +$881K | 0.67% | 26 |
|