CAL
Capital Analysts LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
52,832
-2,164
| -4% | -$627K | 0.51% | 39 |
|
|
2025
Q1 | $13.5M | Sell |
54,996
-354
| -0.6% | -$86.8K | 0.5% | 42 |
|
|
2024
Q4 | $13.3M | Sell |
55,350
-1,304
| -2% | -$313K | 0.53% | 38 |
|
|
2024
Q3 | $11.9M | Buy |
56,654
+2,150
| +4% | +$453K | 0.49% | 45 |
|
|
2024
Q2 | $11M | Sell |
54,504
-12
| -0% | -$2.43K | 0.49% | 43 |
|
|
2024
Q1 | $10.9M | Sell |
54,516
-1,478
| -3% | -$296K | 0.51% | 43 |
|
|
2023
Q4 | $9.53M | Buy |
55,994
+1,641
| +3% | +$279K | 0.48% | 44 |
|
|
2023
Q3 | $7.88M | Buy |
54,353
+1,216
| +2% | +$176K | 0.44% | 52 |
|
|
2023
Q2 | $7.73M | Buy |
53,137
+13,165
| +33% | +$1.91M | 0.43% | 49 |
|
|
2023
Q1 | $5.21M | Buy |
39,972
+480
| +1% | +$62.6K | 0.3% | 81 |
|
|
2022
Q4 | $5.3M | Buy |
39,492
+1,338
| +4% | +$179K | 0.32% | 68 |
|
|
2022
Q3 | $3.99M | Buy |
38,154
+1,407
| +4% | +$147K | 0.27% | 80 |
|
|
2022
Q2 | $4.14M | Buy |
36,747
+450
| +1% | +$50.7K | 0.29% | 76 |
|
|
2022
Q1 | $4.95M | Sell |
36,297
-926
| -2% | -$126K | 0.31% | 73 |
|
|
2021
Q4 | $5.9M | Sell |
37,223
-1,290
| -3% | -$204K | 0.36% | 58 |
|
|
2021
Q3 | $6.3M | Buy |
38,513
+215
| +0.6% | +$35.2K | 0.41% | 48 |
|
|
2021
Q2 | $5.96M | Sell |
38,298
-1,325
| -3% | -$206K | 0.4% | 50 |
|
|
2021
Q1 | $6.03M | Buy |
39,623
+8,049
| +25% | +$1.23M | 0.42% | 43 |
|
|
2020
Q4 | $4.01M | Sell |
31,574
-1,434
| -4% | -$182K | 0.35% | 59 |
|
|
2020
Q3 | $3.18M | Buy |
33,008
+1,618
| +5% | +$156K | 0.3% | 72 |
|
|
2020
Q2 | $2.95M | Buy |
31,390
+107
| +0.3% | +$10.1K | 0.31% | 73 |
|
|
2020
Q1 | $2.82M | Sell |
31,283
-1,448
| -4% | -$130K | 0.35% | 65 |
|
|
2019
Q4 | $4.56M | Buy |
32,731
+774
| +2% | +$108K | 0.45% | 46 |
|
|
2019
Q3 | $3.76M | Buy |
31,957
+340
| +1% | +$40K | 0.4% | 60 |
|
|
2019
Q2 | $3.54M | Buy |
31,617
+75
| +0.2% | +$8.39K | 0.39% | 62 |
|
|
2019
Q1 | $3.19M | Sell |
31,542
-621
| -2% | -$62.9K | 0.37% | 63 |
|
|
2018
Q4 | $3.14M | Sell |
32,163
-614
| -2% | -$59.9K | 0.41% | 55 |
|
|
2018
Q3 | $3.7M | Sell |
32,777
-382
| -1% | -$43.1K | 0.42% | 54 |
|
|
2018
Q2 | $3.46M | Buy |
33,159
+488
| +1% | +$50.8K | 0.41% | 55 |
|
|
2018
Q1 | $3.59M | Buy |
32,671
+421
| +1% | +$46.3K | 0.44% | 49 |
|
|
2017
Q4 | $3.45M | Sell |
32,250
-1,371
| -4% | -$147K | 0.43% | 56 |
|
|
2017
Q3 | $3.21M | Buy |
33,621
+204
| +0.6% | +$19.5K | 0.43% | 56 |
|
|
2017
Q2 | $3.05M | Buy |
33,417
+17
| +0.1% | +$1.55K | 0.44% | 50 |
|
|
2017
Q1 | $2.93M | Sell |
33,400
-6,747
| -17% | -$593K | 0.46% | 40 |
|
|
2016
Q4 | $3.46M | Sell |
40,147
-6,012
| -13% | -$519K | 0.61% | 27 |
|
|
2016
Q3 | $3.07M | Sell |
46,159
-2,120
| -4% | -$141K | 0.58% | 34 |
|
|
2016
Q2 | $3M | Sell |
48,279
-173
| -0.4% | -$10.8K | 0.6% | 39 |
|
|
2016
Q1 | $2.87M | Buy |
48,452
+1,116
| +2% | +$66.1K | 0.58% | 42 |
|
|
2015
Q4 | $3.13M | Buy |
47,336
+613
| +1% | +$40.5K | 0.64% | 31 |
|
|
2015
Q3 | $2.85M | Buy |
46,723
+1,953
| +4% | +$119K | 0.54% | 46 |
|
|
2015
Q2 | $3.03M | Buy |
44,770
+1,722
| +4% | +$117K | 0.62% | 30 |
|
|
2015
Q1 | $2.61M | Sell |
43,048
-1,974
| -4% | -$120K | 0.54% | 42 |
|
|
2014
Q4 | $2.82M | Buy |
45,022
+1,879
| +4% | +$118K | 0.62% | 32 |
|
|
2014
Q3 | $2.6M | Buy |
43,143
+36,643
| +564% | +$2.21M | 0.61% | 33 |
|
|
2014
Q2 | $375K | Buy |
6,500
+652
| +11% | +$37.6K | 0.09% | 116 |
|
|
2014
Q1 | $355K | Buy |
5,848
+928
| +19% | +$56.3K | 0.09% | 114 |
|
|
2013
Q4 | $288K | Buy |
4,920
+202
| +4% | +$11.8K | 0.08% | 116 |
|
|
2013
Q3 | $244K | Sell |
4,718
-2,448
| -34% | -$127K | 0.07% | 117 |
|
|
2013
Q2 | $378K | Buy |
+7,166
| New | +$378K | 0.12% | 115 |
|