CIA
Cape Investment Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
3,379
-512
| -13% | -$148K | 0.36% | 55 |
|
|
2025
Q1 | $955K | Sell |
3,891
-8
| -0.2% | -$1.96K | 0.38% | 55 |
|
|
2024
Q4 | $935K | Sell |
3,899
-15
| -0.4% | -$3.6K | 0.37% | 57 |
|
|
2024
Q3 | $825K | Buy |
3,914
+48
| +1% | +$10.1K | 0.33% | 68 |
|
|
2024
Q2 | $782K | Sell |
3,866
-459
| -11% | -$92.8K | 0.35% | 63 |
|
|
2024
Q1 | $866K | Buy |
4,325
+120
| +3% | +$24K | 0.41% | 55 |
|
|
2023
Q4 | $715K | Buy |
4,205
+651
| +18% | +$111K | 0.35% | 58 |
|
|
2023
Q3 | $515K | Buy |
3,554
+552
| +18% | +$80.1K | 0.29% | 65 |
|
|
2023
Q2 | $437K | Buy |
3,002
+167
| +6% | +$24.3K | 0.24% | 71 |
|
|
2023
Q1 | $369K | Buy |
+2,835
| New | +$369K | 0.23% | 75 |
|