Capital Asset Advisory Services’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
Q3 | $10.4M | Buy |
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|
2025
Q2 | $9.46M | Sell |
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|
2025
Q1 | $8.54M | Sell |
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|
2024
Q4 | $9.62M | Buy |
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|
2024
Q3 | $8.3M | Sell |
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|
2024
Q2 | $8.28M | Buy |
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|
2024
Q1 | $7.82M | Sell |
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|
2023
Q4 | $6.77M | Buy |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $5.49M | Buy |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $4.53M | Buy |
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|
2022
Q3 | $3.36M | Buy |
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|
2022
Q2 | $3.42M | Sell |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.06M | Sell |
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|
2021
Q3 | $4.3M | Sell |
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|
2021
Q2 | $4.16M | Sell |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $3.65M | Buy |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $2.46M | Buy |
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|
2020
Q1 | $1.87M | Sell |
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|
2019
Q4 | $3.13M | Buy |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $976K | Buy |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $1.04M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.16M | Buy |
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