Capital Advantage’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Sell |
3,209
-159
| -5% | -$46.1K | 0.15% | 64 |
|
|
2025
Q1 | $807K | Hold |
3,368
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $807K | Buy |
+3,368
| New | +$807K | 0.15% | 62 |
|
|
2021
Q2 | – | Sell |
-2,050
| Closed | -$312K | – | 78 |
|
|
2021
Q1 | $312K | Buy |
2,050
+145
| +8% | +$22.1K | 0.09% | 86 |
|
|
2020
Q4 | $239K | Buy |
+1,905
| New | +$239K | 0.07% | 94 |
|
|
2020
Q3 | – | Sell |
-2,216
| Closed | -$208K | – | 97 |
|
|
2020
Q2 | $208K | Buy |
2,216
+4
| +0.2% | +$375 | 0.07% | 87 |
|
|
2020
Q1 | $211K | Buy |
2,212
+5
| +0.2% | +$477 | 0.08% | 83 |
|
|
2019
Q4 | $294K | Buy |
2,207
+66
| +3% | +$8.79K | 0.09% | 73 |
|
|
2019
Q3 | $252K | Buy |
+2,141
| New | +$252K | 0.09% | 76 |
|
|
2019
Q1 | – | Sell |
-2,155
| Closed | -$210K | – | 81 |
|
|
2018
Q4 | $210K | Buy |
2,155
+24
| +1% | +$2.34K | 0.08% | 67 |
|
|
2018
Q3 | $241K | Buy |
2,131
+1
| +0% | +$113 | 0.06% | 70 |
|
|
2018
Q2 | $222K | Buy |
2,130
+234
| +12% | +$24.4K | 0.05% | 75 |
|
|
2018
Q1 | $209K | Buy |
+1,896
| New | +$209K | 0.05% | 71 |
|
|
2017
Q2 | – | Sell |
-2,594
| Closed | -$228K | – | 78 |
|
|
2017
Q1 | $228K | Sell |
2,594
-213
| -8% | -$18.7K | 0.06% | 73 |
|
|
2016
Q4 | $242K | Buy |
+2,807
| New | +$242K | 0.07% | 71 |
|