CAL
Capital Advisors Ltd’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
10,539
+49
| +0.5% | +$14.2K | 0.38% | 42 |
|
|
2025
Q1 | $2.57M | Buy |
10,490
+72
| +0.7% | +$17.7K | 0.34% | 45 |
|
|
2024
Q4 | $2.5M | Buy |
10,418
+30
| +0.3% | +$7.19K | 0.31% | 50 |
|
|
2024
Q3 | $2.19M | Buy |
10,388
+71
| +0.7% | +$15K | 0.27% | 55 |
|
|
2024
Q2 | $2.09M | Sell |
10,317
-167
| -2% | -$33.8K | 0.27% | 58 |
|
|
2024
Q1 | $2.1M | Buy |
10,484
+159
| +2% | +$31.8K | 0.27% | 58 |
|
|
2023
Q4 | $1.76M | Sell |
10,325
-72
| -0.7% | -$12.2K | 0.25% | 63 |
|
|
2023
Q3 | $1.51M | Hold |
10,397
| – | – | 0.23% | 65 |
|
|
2023
Q2 | $1.51M | Buy |
10,397
+1,328
| +15% | +$193K | 0.23% | 66 |
|
|
2023
Q1 | $1.18M | Sell |
9,069
-1,138
| -11% | -$148K | 0.19% | 74 |
|
|
2022
Q4 | $1.19M | Buy |
10,207
+17
| +0.2% | +$1.99K | 0.21% | 75 |
|
|
2022
Q3 | $1.07M | Sell |
10,190
-746
| -7% | -$78K | 0.21% | 73 |
|
|
2022
Q2 | $1.23M | Buy |
10,936
+124
| +1% | +$14K | 0.23% | 72 |
|
|
2022
Q1 | $1.47M | Sell |
10,812
-1,068
| -9% | -$146K | 0.25% | 65 |
|
|
2021
Q4 | $1.88M | Buy |
11,880
+1,113
| +10% | +$176K | 0.3% | 56 |
|
|
2021
Q3 | $1.76M | Buy |
10,767
+1,154
| +12% | +$189K | 0.31% | 54 |
|
|
2021
Q2 | $1.5M | Buy |
9,613
+749
| +8% | +$116K | 0.27% | 60 |
|
|
2021
Q1 | $1.35M | Hold |
8,864
| – | – | 0.25% | 62 |
|
|
2020
Q4 | $1.13M | Sell |
8,864
-200
| -2% | -$25.4K | 0.25% | 67 |
|
|
2020
Q3 | $873K | Hold |
9,064
| – | – | 0.22% | 69 |
|
|
2020
Q2 | $853K | Hold |
9,064
| – | – | 0.23% | 74 |
|
|
2020
Q1 | $816K | Buy |
9,064
+4,188
| +86% | +$377K | 0.26% | 67 |
|
|
2019
Q4 | $680K | Buy |
4,876
+310
| +7% | +$43.2K | 0.17% | 76 |
|
|
2019
Q3 | $537K | Sell |
4,566
-93
| -2% | -$10.9K | 0.15% | 86 |
|
|
2019
Q2 | $521K | Buy |
4,659
+1,369
| +42% | +$153K | 0.15% | 82 |
|
|
2019
Q1 | $333K | Hold |
3,290
| – | – | 0.09% | 114 |
|
|
2018
Q4 | $321K | Hold |
3,290
| – | – | 0.09% | 114 |
|
|
2018
Q3 | $371K | Buy |
3,290
+1,355
| +70% | +$153K | 0.1% | 106 |
|
|
2018
Q2 | $202K | Hold |
1,935
| – | – | 0.06% | 125 |
|
|
2018
Q1 | $213K | Hold |
1,935
| – | – | 0.07% | 117 |
|
|
2017
Q4 | $207K | Hold |
1,935
| – | – | 0.07% | 117 |
|
|
2017
Q3 | $185K | Hold |
1,935
| – | – | 0.06% | 120 |
|
|
2017
Q2 | $177K | Buy |
1,935
+670
| +53% | +$61.3K | 0.07% | 123 |
|
|
2017
Q1 | $111K | Sell |
1,265
-116
| -8% | -$10.2K | 0.04% | 156 |
|
|
2016
Q4 | $119K | Buy |
1,381
+87
| +7% | +$7.5K | 0.05% | 146 |
|
|
2016
Q3 | $86K | Hold |
1,294
| – | – | 0.04% | 158 |
|
|
2016
Q2 | $80K | Sell |
1,294
-85
| -6% | -$5.26K | 0.04% | 160 |
|
|
2016
Q1 | $82K | Hold |
1,379
| – | – | 0.04% | 158 |
|
|
2015
Q4 | $91K | Sell |
1,379
-87
| -6% | -$5.74K | 0.05% | 145 |
|
|
2015
Q3 | $89K | Sell |
1,466
-530
| -27% | -$32.2K | 0.05% | 144 |
|
|
2015
Q2 | $135K | Buy |
1,996
+617
| +45% | +$41.7K | 0.07% | 119 |
|
|
2015
Q1 | $84K | Hold |
1,379
| – | – | 0.04% | 149 |
|
|
2014
Q4 | $86K | Buy |
1,379
+79
| +6% | +$4.93K | 0.05% | 138 |
|
|
2014
Q3 | $5K | Sell |
1,300
-379
| -23% | -$1.46K | ﹤0.01% | 285 |
|
|
2014
Q2 | $97K | Hold |
1,679
| – | – | 0.05% | 144 |
|
|
2014
Q1 | $102K | Hold |
1,679
| – | – | 0.06% | 137 |
|
|
2013
Q4 | $98K | Buy |
+1,679
| New | +$98K | 0.07% | 111 |
|