Capital Advisory Group Advisory Services’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 | $1.84M | Buy |
6,347
+15
| +0.2% | +$4.35K | 0.66% | 48 |
|
|
2025
Q1 | $1.55M | Buy |
6,332
+152
| +2% | +$37.3K | 0.59% | 54 |
|
|
2024
Q4 | $1.48M | Buy |
6,180
+1,141
| +23% | +$274K | 0.53% | 58 |
|
|
2024
Q3 | $1.06M | Buy |
5,039
+181
| +4% | +$38.2K | 0.42% | 64 |
|
|
2024
Q2 | $983K | Buy |
4,858
+1,635
| +51% | +$331K | 0.42% | 61 |
|
|
2024
Q1 | $646K | Buy |
3,223
+1,594
| +98% | +$319K | 0.31% | 76 |
|
|
2023
Q4 | $277K | Sell |
1,629
-78
| -5% | -$13.3K | 0.15% | 118 |
|
|
2023
Q3 | $248K | Buy |
+1,707
| New | +$248K | 0.14% | 127 |
|
|
2023
Q2 | – | Sell |
-2,247
| Closed | -$293K | – | 113 |
|
|
2023
Q1 | $293K | Buy |
2,247
+959
| +74% | +$125K | 0.18% | 117 |
|
|
2022
Q4 | $173K | Sell |
1,288
-1,940
| -60% | -$260K | 0.12% | 125 |
|
|
2022
Q3 | $337K | Buy |
3,228
+35
| +1% | +$3.65K | 0.23% | 96 |
|
|
2022
Q2 | $380K | Sell |
3,193
-235
| -7% | -$28K | 0.23% | 91 |
|
|
2022
Q1 | $467K | Sell |
3,428
-25,996
| -88% | -$3.54M | 0.22% | 92 |
|
|
2021
Q4 | $1.01M | Buy |
29,424
+25,745
| +700% | +$882K | 0.44% | 66 |
|
|
2021
Q3 | $602K | Buy |
3,679
+353
| +11% | +$57.8K | 0.22% | 103 |
|
|
2021
Q2 | $517K | Sell |
3,326
-104
| -3% | -$16.2K | 0.19% | 114 |
|
|
2021
Q1 | $522K | Sell |
3,430
-98
| -3% | -$14.9K | 0.2% | 108 |
|
|
2020
Q4 | $448K | Buy |
3,528
+828
| +31% | +$105K | 0.19% | 100 |
|
|
2020
Q3 | $260K | Buy |
2,700
+346
| +15% | +$33.3K | 0.13% | 112 |
|
|
2020
Q2 | $221K | Buy |
2,354
+2,220
| +1,657% | +$208K | 0.12% | 119 |
|
|
2020
Q1 | $12K | Buy |
+134
| New | +$12K | 0.01% | 215 |
|
|
2019
Q4 | – | Sell |
-134
| Closed | -$16K | – | 312 |
|
|
2019
Q3 | $16K | Hold |
134
| – | – | 0.01% | 231 |
|
|
2019
Q2 | $15K | Hold |
134
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $13K | Hold |
134
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $13K | Sell |
134
-102
| -43% | -$9.9K | 0.01% | 224 |
|
|
2018
Q3 | $27K | Sell |
236
-68
| -22% | -$7.78K | 0.02% | 178 |
|
|
2018
Q2 | $32K | Hold |
304
| – | – | 0.02% | 153 |
|
|
2018
Q1 | $34K | Buy |
+304
| New | +$34K | 0.02% | 158 |
|