CAAS
Capital Asset Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Sell |
32,582
-2,161
| -6% | -$628K | 0.44% | 37 |
|
|
2025
Q1 | $8.54M | Sell |
34,743
-4,816
| -12% | -$1.18M | 0.44% | 36 |
|
|
2024
Q4 | $9.62M | Buy |
39,559
+157
| +0.4% | +$38.2K | 0.47% | 37 |
|
|
2024
Q3 | $8.3M | Sell |
39,402
-458
| -1% | -$96.5K | 0.42% | 38 |
|
|
2024
Q2 | $8.28M | Buy |
39,860
+244
| +0.6% | +$50.7K | 0.45% | 38 |
|
|
2024
Q1 | $7.82M | Sell |
39,616
-202
| -0.5% | -$39.9K | 0.45% | 37 |
|
|
2023
Q4 | $6.77M | Buy |
39,818
+900
| +2% | +$153K | 0.42% | 38 |
|
|
2023
Q3 | $5.69M | Buy |
38,918
+2,276
| +6% | +$333K | 0.39% | 39 |
|
|
2023
Q2 | $5.49M | Buy |
36,642
+708
| +2% | +$106K | 0.38% | 37 |
|
|
2023
Q1 | $4.68M | Buy |
35,934
+2,378
| +7% | +$310K | 0.35% | 36 |
|
|
2022
Q4 | $4.53M | Buy |
33,556
+1,436
| +4% | +$194K | 0.36% | 32 |
|
|
2022
Q3 | $3.36M | Buy |
32,120
+1,743
| +6% | +$182K | 0.44% | 24 |
|
|
2022
Q2 | $3.42M | Sell |
30,377
-1,164
| -4% | -$131K | 0.38% | 36 |
|
|
2022
Q1 | $4.3M | Buy |
31,541
+5,928
| +23% | +$808K | 0.46% | 31 |
|
|
2021
Q4 | $4.06M | Sell |
25,613
-677
| -3% | -$107K | 0.43% | 34 |
|
|
2021
Q3 | $4.3M | Sell |
26,290
-483
| -2% | -$79.1K | 0.48% | 30 |
|
|
2021
Q2 | $4.16M | Sell |
26,773
-2,231
| -8% | -$347K | 0.46% | 31 |
|
|
2021
Q1 | $4.42M | Buy |
29,004
+267
| +0.9% | +$40.6K | 0.66% | 24 |
|
|
2020
Q4 | $3.65M | Buy |
28,737
+6,403
| +29% | +$814K | 0.65% | 23 |
|
|
2020
Q3 | $2.15M | Sell |
22,334
-1,386
| -6% | -$133K | 0.45% | 37 |
|
|
2020
Q2 | $2.46M | Buy |
23,720
+1,505
| +7% | +$156K | 0.53% | 30 |
|
|
2020
Q1 | $1.87M | Sell |
22,215
-482
| -2% | -$40.5K | 0.5% | 39 |
|
|
2019
Q4 | $3.13M | Buy |
22,697
+13,520
| +147% | +$1.87M | 0.74% | 21 |
|
|
2019
Q3 | $1.08M | Buy |
9,177
+443
| +5% | +$52.1K | 0.72% | 29 |
|
|
2019
Q2 | $976K | Buy |
8,734
+6,284
| +256% | +$702K | 0.75% | 28 |
|
|
2019
Q1 | $248K | Sell |
2,450
-8,138
| -77% | -$824K | 0.32% | 65 |
|
|
2018
Q4 | $1.03M | Sell |
10,588
-356
| -3% | -$34.8K | 0.99% | 24 |
|
|
2018
Q3 | $1.24M | Buy |
10,944
+311
| +3% | +$35.1K | 1.04% | 22 |
|
|
2018
Q2 | $1.11M | Sell |
10,633
-609
| -5% | -$63.5K | 1% | 20 |
|
|
2018
Q1 | $1.24M | Buy |
11,242
+79
| +0.7% | +$8.69K | 1.14% | 20 |
|
|
2017
Q4 | $1.19M | Sell |
11,163
-263
| -2% | -$28.1K | 1.08% | 22 |
|
|
2017
Q3 | $1.09M | Hold |
11,426
| – | – | 0.99% | 24 |
|
|
2017
Q2 | $1.04M | Buy |
+11,426
| New | +$1.04M | 0.67% | 40 |
|
|
2016
Q2 | – | Sell |
-19,503
| Closed | -$1.16M | – | 73 |
|
|
2016
Q1 | $1.16M | Buy |
+19,503
| New | +$1.16M | 1.26% | 17 |
|