Capital Advisors Ltd’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.35M | Hold |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $873K | Hold |
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|
2020
Q2 | $853K | Hold |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $680K | Buy |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $207K | Hold |
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|
2017
Q3 | $185K | Hold |
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|
2017
Q2 | $177K | Buy |
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|
2017
Q1 | $111K | Sell |
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|
2016
Q4 | $119K | Buy |
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|
2016
Q3 | $86K | Hold |
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|
2016
Q2 | $80K | Sell |
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|
2016
Q1 | $82K | Hold |
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|
2015
Q4 | $91K | Sell |
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|
2015
Q3 | $89K | Sell |
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|
2015
Q2 | $135K | Buy |
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|
2015
Q1 | $84K | Hold |
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|
2014
Q4 | $86K | Buy |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $97K | Hold |
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|
2014
Q1 | $102K | Hold |
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|
2013
Q4 | $98K | Buy |
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