CP
Canopy Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
14,738
+125
| +0.9% | +$36.2K | 1.57% | 17 |
|
|
2025
Q1 | $3.58M | Sell |
14,613
-298
| -2% | -$73.1K | 1.4% | 19 |
|
|
2024
Q4 | $3.57M | Buy |
14,911
+2,960
| +25% | +$710K | 1.36% | 17 |
|
|
2024
Q3 | $2.52M | Buy |
11,951
+877
| +8% | +$185K | 1.08% | 19 |
|
|
2024
Q2 | $2.24M | Hold |
11,074
| – | – | 1.04% | 16 |
|
|
2024
Q1 | $2.22M | Sell |
11,074
-9,496
| -46% | -$1.9M | 1.08% | 16 |
|
|
2023
Q4 | $3.5M | Buy |
+20,570
| New | +$3.5M | 2.13% | 12 |
|