CFIA
Cantor Fitzgerald Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
92,686
-427
| -0.5% | -$124K | 1.9% | 9 |
|
|
2025
Q1 | $22.8M | Sell |
93,113
-19,297
| -17% | -$4.73M | 1.66% | 11 |
|
|
2024
Q4 | $26.9M | Sell |
112,410
-565
| -0.5% | -$135K | 1.87% | 7 |
|
|
2024
Q3 | $23.8M | Buy |
112,975
+1,556
| +1% | +$328K | 1.62% | 10 |
|
|
2024
Q2 | $22.5M | Sell |
111,419
-1,692
| -1% | -$342K | 1.74% | 10 |
|
|
2024
Q1 | $22.7M | Sell |
113,111
-36,478
| -24% | -$7.31M | 1.68% | 14 |
|
|
2023
Q4 | $25.4M | Buy |
+149,589
| New | +$25.4M | 1.97% | 9 |
|
|
2022
Q1 | $30.3M | Buy |
222,422
+99,636
| +81% | +$13.6M | 1.35% | 15 |
|
|
2021
Q4 | $19.4M | Sell |
122,786
-1,155
| -0.9% | -$183K | 1.18% | 15 |
|
|
2021
Q3 | $20.3M | Sell |
123,941
-674
| -0.5% | -$110K | 1.5% | 13 |
|
|
2021
Q2 | $19.4M | Buy |
+124,615
| New | +$19.4M | 1.42% | 13 |
|